Ops Procurement Process
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:
- 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
- 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.