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Inside Sales workflow - Coggle Diagram

- - - - 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;