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  • Sales quotation process flow chart

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    Monica Arlegui
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    This document outlines the process for preparing sales quotations for both items and services. For items, it describes determining if the customer is regular, provincial, or new and creating a quotation using existing item codes or adding new lines for special items. For services, it determines if the inquiry includes installation and has the technical department prepare the quotation which is then forwarded to the customer. The process flow chart shows the steps and decisions involved in preparing sales quotations for both items and services.

    Original Description:

    sales quotation

    Original Title

    Preparing Sq

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    This document outlines the process for preparing sales quotations for both items and services. For items, it describes determining if the customer is regular, provincial, or new and creating a quotation using existing item codes or adding new lines for special items. For services, it determines if the inquiry includes installation and has the technical department prepare the quotation which is then forwarded to the customer. The process flow chart shows the steps and decisions involved in preparing sales quotations for both items and services.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    21 views1 page

    Sales quotation process flow chart

    Uploaded by

    Monica Arlegui
    This document outlines the process for preparing sales quotations for both items and services. For items, it describes determining if the customer is regular, provincial, or new and creating a quotation using existing item codes or adding new lines for special items. For services, it determines if the inquiry includes installation and has the technical department prepare the quotation which is then forwarded to the customer. The process flow chart shows the steps and decisions involved in preparing sales quotations for both items and services.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    QUOTATION ON ITEMS QUOTATION ON SERVICES

    START START

    Receives Receives
    customer inquiry customer inquiry

    Is the customer Is the customer

    Regular? Provincial? New? Inquiring for Items


    Inquiring for 100%
    with installation
    service w/o items?
    services?
    YES
    YES

    YES

    Inquiring for Inquiring for Inquiring for


    Inquiring for
    Special/New Regular Items Special/New
    Regular Items Tech Dept will
    Items Items
    prepare Sales
    Quotation for the
    YES YES YES YES services to be
    rendered
    Sales will create SQ by Sales will create SQ by
    OPS will create using existing item code Sales will create using existing item code
    Sales Quotation and adding new line for Sales Quotation and adding new line for
    Sales will forward
    new specifications new specifications
    Sales Quotation
    prepared by Tech
    to Customer

    Forward SQ to Forward SQ to
    customer for review END customer for review END
    and approval and approval

    PREPARING SALES QUOTATION PREPARED BY: APPROVED BY:


    HRA-SQPF-001ver02
    PROCESS FLOW CHART MONICA ARLEGUI DONA PUA

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