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Workorder/Service Order Generation Process - Coggle Diagram

- - - - Project Details
        
        Step 2:
        
        Customer & Contract Details
        
        Step 3: Shipment Details
        
        Pre-Shipment Alert
        
        Customer Site Pickup
        
        Date of Pickup
        
        Pickup location
        
        Inventory Pickup Details
        
        4 more items...
        
        Number of trucks needed
        
        Truck Carrier Details (If Smith engages third party for pickup)
        
        Additional material needed for pickup like (scales, tapes, ..etc as per recommendation from customer)
        
        Receiving Smith Warehouse Location (CLAY, HG, AMS)
        
        Customer Ships Directly to Smith
        
        Number of Shipments
        
        Shipment Tracking Details
        
        Inventory Arrival Details
        
        4 more items...
        
        Step 4:
        
        Workorder Preview
        
        1 more item...
        
        Customer Name
        
        Customer Location
        
        Customer Onsite Point of Contact Details
        
        Customer Carrier Details (Like XPO Logistics, Ryder ..etc)
        
        Upload
        
        Contract Documents
        
        Customer Emails
      - Project Initiator (Sales Person/OPS)
      - Project Timelines (Start & End Dates)
      - Project Priority (High, Medium, Low)
      - Components Involved (HDD, MEM, CPU, LAPTOPS, SERVERS..etc)
      - Types of tests needed?
      - Customer Onsite Pickup? Yes/No
      - Responsible Parties (Notifications will be sent for all)
        
        Operation Supervisors
        
        Approvers
        
        Sales Rep/Trader
        
        JJ Team
        
        Swipe Team
        
        Memory Team
        
        CPU Team
      - Project Terms