Fortinet Standard Operating Procedure

 

Contents: 

1. First Point of contact. 
2. Fortinet clean quote request. 
3. Placing a clean order. 

1. First Point of contact 

If the customer does not provide you with a Fortinet SKU, these would be the typical questions to ask when you receive an enquiry. 

• Total number of users: 
• Total number of branches and users in each branch:  
• Existing firewall and expiry:  
• Existing Anti-Virus and Expiry (AV): 
• Number of Endpoints: 
• What do you want to achieve in your new solution? 
• The potential time frame for this project? 
• What is the main reason for inquiry?  
• Are you a registered Fortinet Partner? 
• Are they the incumbent?  
• Are they up against any other security brands? 
• Is this for a tender?  
• Deal Registration

  2. Fortinet clean quote request: 

• 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. 
• Find out who the end user is. Get it loaded via the “Create a Code” team – this takes 5 minutes, please try and refrain from using TBC – this is for forecasting purposes.  
• Set ROE to 1 for USD customer and current ROE + 20c for ZAR (i.e., 17.30 + 0.20c) 
• Check on the Fortinet Partner Portal which pricing to give to the partner (i.e., Advocate, Select, Advanced, Expert pricing and quote from End User Pricelist using the relevant categories.

  3. Placing a clean order: 

• Check if the Order matches the Quotation, if not adjust Quotation to match, or request amended Purchase order 
• Order Pack must include the below: 
• The order form. 
• The quote shared with the partner. 
• The purchase order. 
• COD Customers – Sales to send Proforma Invoice generated on CRM and relevant customer information to Monike and request the proforma to be sent to the customer together with the bank letter. Monike will send a Proforma to the customer and start collection process. Inform sales once payment is received. 
• COD Customers – Sales person generates Sales Order on CRM that will sync with Accpac only once confirmation of proforma invoice has been issued to allocate stock, add delivery/collection instructions with and clearly state “do not deliver until payment is received” and send to Logistics.  
• COD Customer – Once confirmation of payment is received Logistics will be informed to arrange Delivery/Collection. 
• COD Customer – In case of NON payment Sales Person must inform Logistics of the cancelled order so stock can be returned to the shelf. 
• Account Customers – Sales person generates Sales Order to allocate stock, add delivery instructions, and or any relevant information by adding comments (Collection and or Courier instructions) Sales order is sent to Logistics for processing together with End User information sheet when applicable. 
• Should the customer change the billing information, sales must inform Debtors and Logistics to request management to cancel the Sales order.  A new quotation and sales order must be generated in order for VAT numbers to be correct.  
• 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 Fortinet@firstdistribution.com in copy.