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Inside Sales workflow - Coggle Diagram
Inside Sales workflow
Customer Inquiry
-
-
Email
Type
P&D
Custom products
Gather info:
- Qty;
- Base PN#;
- Custom features;
Do:
- Check with Production;
- Quote;
- Send email to customer;
Gather info:
- Part number;
- QTY;
- Customer;
Do (send back to customer):
- Price based on price level;
- Lead time;
- Stock;
RMA
Gather info:
- Order/PO #;
- Return/Repair;
- Reason;
- Shipping (address and dimensions);
Do:
- Shipping label if under warranty;
- Commercial invoice if US;
- RMA in Spire;
- Send email confirmation to customer;
After:
- Work with Daniel to close RMA (Return repaired, charge for repair, return and restock);
Purchase order
Gather info:
- PO Number;
- Bill to;
- Ship to;
- Part numbers;
- Qty;
- Pricing;
- Ship via;
Do:
- Enter PO in Spire;
- Send order confirmation;
Order status
Gather info:
- PO# or Order#;
- Part number - if BO;
Do:
- Check Spire;
- Send email with status;