Supermicro – Standard Operating Procedure

Contents: 

1. SuperMicro clean quote request.
2. What Operations need to be checked before quoting.
3. Once Vendor quote is received.
4. Placing a clean order

1. Supermicro clean quote request: 

• Reseller and end user details 
• Product and quantity required. 
• Should additional information be required to get the vendor quote, pre-sales (Nazeer Ahmed)will request for a call to the reseller and the end user. 

2. What Operations needs to check before quoting: 

• When the vendor quote is received, check the expiry date to make sure it is still valid. 
• The sales Specialist will provide the Business Partner and End User for the quote. And which country it is for?  Also, Karen will provide the margin and ROE for each quote. 
• If the client is not on the system manually do the quote and load on CRM when the account is created. 

3. Once Vendor Quote is received : 

*Check that the Pricing on the PDF Quote matches the Excel Spreadsheet.  

*Populate Price import sheet with Excel spreadsheet details. ( Karen prefers 1 price per system and not individual component pricing, the price goes on the top line and the rest of the components have zero value) Quantities are stated as per Vendor quote on components. 

*Depending on the Country- we may quote in Rands or USD ( Karen provides the ROE she requires on quotes-      sometimes adds 30c) 

*Add relevant details on CRM Opportunity and Quote.  

*Import Pricing Import sheet on CRM, then calculate totals. 

4. Placing a clean order: 

• Order Pack must include the below: 
• The order form. 
• The partner quote. 
• The purchase order. 
• Vendor quote  
• Payment proof for COD customers. 
• All extra instructions must be clearly stated on the body of the order pack mail. 
• On the order mail to purchasing- Include the SO number on the Email title line and any further instructions on the body of the mail. Also cc order release on all orders.