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Sales to OMC "handshake" process (Processes (Singapore (B2B…
Sales to OMC "handshake" process
Communication Tools (Sales -> OMC)
NetSuite
FreshDesk
Processes
Singapore
B2B
FreshDesk
Log in to FreshDesk portal to submit ticket
text
B2C
NetSuite
Check the 'Ready for Approval' checkbox in Sales Order when ready to submit for approval.
Malaysia
B2B
FreshDesk
Sales order Approval
B2C
FreshDesk
Sales order Approval
Payment approval
Thailand
B2B
Netsuite
Approve Sales Order
Freshdesk
Log in to FreshDesk to Submit ticket and close
B2C
NetSuite
Approve Sales order
Freshdesk
Log in to Freshdesk to submit ticket and close
Indonesia
B2B
Outlook email
B2C
Outlook email
OMC's validation checks
sales deck / marketing promo deck?
signed SO
rate card?
PGI products
Discount Approval validation
In the new CRM, there is no need for product grouping for discounts. Discounts will be auto-managed by CRM workflow.
Marketing package - special discount
Marketing promo
marketing/sales deck shared with OMC?