Forcepoint Standard Operating Procedure
Contents:
- Forcepoint clean quote request.
- What Operations need to be checked before quoting.
- Placing a clean order.
- Forcepoint clean quote request:
- Reseller and end user details
- Fill in the quote request questionnaire.
- The questionnaire answers will help us get a proper bill of materials and a vendor quote.
- Should additional information be required to get the vendor quote, the vendor pre-sales 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.
- Check to see that the partner is on CRM, if not check on Accpac if they do have an account with FD.
- If they don’t manually do the quote and load it on CRM when the account is created.
3. Placing a clean order:
- Order Pack must include the below:
- The order form.
- The partner quote.
- The purchase order.
- Vendor quote
- Forcepoint Hardware (AOF form)
- 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 and any further instructions on the body of the mail.
- Send the order for order release with Forcepoint orders in copy.