QUEST- Standard Operating Procedures.
Contents
QUEST Quote requests.
- What operations need to be checked before quoting.
- QUEST Information Needed to do a Deal Registration.
- Placing Clean Orders.
QUEST- CLEAN QUOTE REQUESTS:
- QUEST QUOTES – PARTNER TO REQUEST ON MAIL
- PARTNER TO SUPPLY REQUESTS AND END-USER DETAILS
- PARTNER TO SPECIFY REQUEST ON QUEST PRODUCT REQUIRED
*Partner to supply as much information as possible of their requirements.
*SLAs on quotes are two hours.
- WHAT QUEST- OPERATIONS REQUIRES BEFORE QUOTING:
- RECEIVE QUOTE REQUEST E-MAIL FROM CLIENT.
- PLEASE ENSURE THAT THE RESELLER SUPPLIES THE FOLLOWING.a) END USERNAME FOR QUOTE REFERENCE.
b) CORRECT INFORMATION ON REQUEST- PROMO OR NON-PROMO.
c) ONCE YOU HAVE THE RELEVANT INFORMATION – PREPARE THE QUOTATION.
d) GO TO CRM AND DO A NEW OPPORTUNITY – IF THERE IS AN OPPORTUNITY
ALREADY OPENED, FROM THE QUEST TEAM – PLEASE USE THAT OPPORTUNITY, TO CREATE THE QUEST QUOTE.
e) The request will be either in USD or RSA which the attached has both options on
f) Once you have done the quote, PDF the quote and send it with the Order forms,
h) The documents for QUEST can be located on
“PUBLIC”
“BRAND & SALES”
“QUEST ”
“QUOTES”
Account Managers / Internals sales must assist Partners in getting all the correct documents
for operations, to send to procurement to place orders. Order pack to be complete
2. Placing Clean Orders on Procurement:
- BUSINESS PARTNER PURCHASE ORDER
- QUEST CRM QUOTE
- VENDOR QUOTE (IF APPLICABLE) WITH CRM QUOTE & P/O
- COMPLETED ORDER FORMS: RESELLER AND END USER DETAILS
- ACCOUNTS TO TAKE CUSTOMER OFF HOLD, IF ON HOLD.
ONCE ALL DOCUMENTS HAVE BEEN SENT TO PROCUREMENT, THEY WILL THEN PLACE THE ORDER ON THE VENDOR.