Ops Procurement Process: Difference between revisions

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# 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:
- What the product requested is
What the product requested is
- What quantity is needed
What quantity is needed
- Where this product should be shipped
Where this product should be shipped
- Who the primary contact for the quote should be
Who the primary contact for the quote should be
- If you have an extant ticket for this work and what the ticket number is
If you have an extant ticket for this work and what the ticket number is
# 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.

Revision as of 11:10, 30 October 2024

If you need a quote sent to a client please do the following:

  1. 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?
  2. Write an email to support with the subject "Client Quote Request for Product" (ex: "Acme quote request for six new anvils")
  3. In the body of the email list:

What the product requested is What quantity is needed Where this product should be shipped Who the primary contact for the quote should be If you have an extant ticket for this work and what the ticket number is

  1. Once the procurement ticket is created, Alli will send a quote to the client
  2. Once the client approves the quote, Alli will order the product to ship to the address you provided
  3. 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.