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PROOFING PROCESS, Order or Quote? (ORDER (AGENT
Enter/Revise Order
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Order or Quote?
ORDER
AGENT
- Enter/Revise Order
- Enter Freshdesk Ticket# in Syspro
- Save freight quotes as PDF in public server folder: P:\Customer Service Library\Freight\FREIGHT QUOTES
- Use order ack# for file name:
- 29655-F (furn)
- 29655-F1 (furn - rev#1)
- 29655-C (cush)
- Attach freight PDF's to ticket as private NOTE
- Print order to office printer: Lexmark Servers
- Update Ticket Status: OE-Print/Proof
MANAGER
- Get printed order ack from printer
- Print related Ticket AND any corresponding freight attachments
- Pair order ack, Ticket, freight quote(s)
- Proof
Corrections Needed?
YES
MANAGER
- Add Private Note to Ticket with necessary corrections
- Update Ticket Status to: OPEN
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NO
MANAGER
- Update Ticket Status to Closed
- Send order ack to customer
- Scan order for filing
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QUOTE
AGENT
- Enter/Revise Quote
- Enter Freshdesk Ticket# in Syspro
- Save freight quotes as PDF in public server folder P:\Customer Service Library\Freight\FREIGHT QUOTES
- Use Syspro Quote# for file name:
- 29655-F (furn)
- 29655-F1 (furn - rev#1)
- 29655-C (cush)
- Attach freight PDF's to ticket as private NOTE
- Print quote to office printer: Lexmark Servers
- Update Ticket Status: WFI-Proofing
MANAGER
- Get printed quote from printer
- Print related Ticket AND any corresponding freight attachments
- Pair quote, Ticket, freight quote(s)
- Proof
Corrections Needed?
YES
MANAGER
- Add Private Note to Ticket with necessary corrections
- In Private Note, indicate if necessary to re-proof vs. correct/send
- Update Ticket Status: OPEN
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NO
MANAGER
- Update Ticket Status: Open
- Add private Note to Ticket: "Proofed: ok to send"
- File quote and backup in filing system.
AGENT
- Email quote/revision to customer
- Update Ticket Status: Closed
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