Exagrid Standard Operating Procedure

​Contents; 

1. ​Clean quote requests

​      2. CRM Quoting Process

    3. Clean orders

​

1. Clean quote requests for CRM 

• Exagrid bill of materials. (Received either by pre-sales or Exagrid) 
• Reseller legal company name. 
• Reseller contact person. 
• Contact person email address. 
• End user legal company name.
  *SLAs for quotes are 2 hours. 

 

2. Clean orders; 

• Exagrid quote. 

• First Distribution quote. 

• Reseller details;
  -Legal company name.
  -Contact name and surname.
  -Contact email address.
  -Contact phone number.
  -Company physical address.
  -Company VAT / TAX number. 

  3. End user details; 

• Legal company name. 
• Contact name and surname. 
• Contact email address. 
• Contact phone number 
• Company physical address. 
• Company VAT / TAX number. 

 

4. Delivery address; 

• Legal company name. 
• Contact name and surname. 
• Contact email address. 
• Contact phone number. 
• Company physical address. 

 

5. What is needed before sending the request to logistics: 

• Once the order has been placed by procurement and stock has been received and grv’d into TEC, check stock levels and stock location before sending the request to logistics on ACCPAC  
• Before sending the request ensure PS is in order, check ship to address 
• When sending a mail to logistics please ensure PS with the subject line collection or delivery  
• If collection please ensure driver details, vehicle make and model, driver ID 

Please note: If you are requesting freight for customer outside of South Africa logistics requires the following information: 

• EU Address and contact 
• Weights and Dimms 

If the customer is collecting or couriering for the customer in Africa, please ensure they provide the following: 

• Customer waybill 
• Vehicle and driver details 

*Ensure all orders are sent to JHB stores/ logistics by 15:00, 15:00 is cut-off  

 orders work first in, first out 

*SLA’s for operations to place orders on procurement is 2 hours. 

*ETA’s for hardware stock to arrive is 4-6 weeks (Invoicing will only happen after stock has arrived.) 

*ETA’s for software licenses is 48 hours.