Ops Procurement Process: Difference between revisions
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Ms-demeanor (talk | contribs) (Created page with "If you need a quote sent to a client please do the following: # Gather the information about the product you need - is this a replacement desktop? Provide the name of the current desktop. Is this a new access point? What area does it need to cover? Is this a hard drive for the server? What is the server product number? # Write an email to support with the subject "Client Quote Request for Product" (ex: "Acme quote request for six new anvils") # In the body of the email...") |
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# Gather the information about the product you need - is this a replacement desktop? Provide the name of the current desktop. Is this a new access point? What area does it need to cover? Is this a hard drive for the server? What is the server product number? | # Gather the information about the product you need - is this a replacement desktop? Provide the name of the current desktop. Is this a new access point? What area does it need to cover? Is this a hard drive for the server? What is the server product number? | ||
# Write an email to support with the subject "Client Quote Request for Product" (ex: "Acme quote request for six new anvils") | # Write an email to support with the subject "Client Quote Request for Product" (ex: "Acme quote request for six new anvils") | ||
# In the body of the email list: | # In the body of the email list: the product requested, the quantity needed, where the product should be shipped, who the primary client contact for the quote should be, whether you have a ticket for this quote, and any other info that you've gathered to contextualize why this quote is needed. | ||
# Once the procurement ticket is created, Alli will send a quote to the client | # Once the procurement ticket is created, Alli will send a quote to the client | ||
# Once the client approves the quote, Alli will order the product to ship to the address you provided | # Once the client approves the quote, Alli will order the product to ship to the address you provided | ||
# Once the item has arrived to the correct address, Alli will verify if you need a ticket for setup/deployment, and will close the procurement ticket. | # Once the item has arrived to the correct address, Alli will verify if you need a ticket for setup/deployment, and will close the procurement ticket. | ||
Latest revision as of 11:12, 30 October 2024
If you need a quote sent to a client please do the following:
- Gather the information about the product you need - is this a replacement desktop? Provide the name of the current desktop. Is this a new access point? What area does it need to cover? Is this a hard drive for the server? What is the server product number?
- Write an email to support with the subject "Client Quote Request for Product" (ex: "Acme quote request for six new anvils")
- In the body of the email list: the product requested, the quantity needed, where the product should be shipped, who the primary client contact for the quote should be, whether you have a ticket for this quote, and any other info that you've gathered to contextualize why this quote is needed.
- Once the procurement ticket is created, Alli will send a quote to the client
- Once the client approves the quote, Alli will order the product to ship to the address you provided
- Once the item has arrived to the correct address, Alli will verify if you need a ticket for setup/deployment, and will close the procurement ticket.