Ensure paperwork is correct as per process ******* Does customer have sufficient credit? (Check Customer Lookup) Yes No Has the project been quoted? Yes No Does the order match the quote? No Yes Pass to Credit Control while order is being processed to review application for cover Does the order contain any QA4 units? Confirm quotation/Process order See QA4 order process Call Customer to establish the following: Delivery options given – AM, standard, pre-10.30am (£18.00 in addition to standard delivery charge) Option of delivery confirmations given – text, phone or email Obtain full schedule of units & ducting Contracts for purchasing, site and financial queries Anticipated start & end date of the project Does the customer have offloading facilities on site? Order received Update system with info obtained and schedule accordingly Ensure order screen is updated with comments and send order confirmation via preferred method to customer with standard template Full schedule obtained? Update sales on the following: 1) Order received & processed 2) Any changes or updates follow on from conversation with customer Put call back date in Outlook calendar to call back after first delivery to obtain dates Create folder in W: drive (see Document Storage process). File order in Major Projects filing Yes No Yes No Pass to estimator for review
Ensure paperwork is correct as per process *******Does customer
have sufficient credit? (Check Customer Lookup)YesNoHas the project
been quoted?YesNoDoes the order match the quote?NoYesPass to Credit
Control while order is being processed to review application for
coverDoes the order contain any QA4 units?Confirm quotation/Process
orderSee QA4 order processCall Customer to establish the following:
Delivery options given AM, standard, pre-10.30am (18.00 in addition
to standard delivery charge) Option of delivery confirmations given
text, phone or email Obtain full schedule of units & ducting
Contracts for purchasing, site and financial queries Anticipated
start & end date of the project Does the customer have
offloading facilities on site?Order receivedUpdate system with info
obtained and schedule accordinglyEnsure order screen is updated
with comments and send order confirmation via preferred method to
customer with standard templateFull schedule obtained?Update sales
on the following:1) Order received & processed2) Any changes or
updates follow on from conversation with customerPut call back date
in Outlook calendar to call back after first delivery to obtain
datesCreate folder in W: drive (see Document Storage process). File
order in Major Projects filingYesNoYesNoPass to estimator for
review
