TrendMicro Standard Operating Procedure

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Contents: 

1. Trend Micro clean quote request. 
2. What Operations need to check before quoting. 
3. Placing a clean order.

1. TrendMicro clean quote request: 

• Reseller and end user details 
• Product and quantity required. 
• 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 on CRM when the account is created.

  3. Placing a clean order: 

• Order Pack must include the below: 
• The order form. 
• The quote was shared with the partner. 
• 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 and any further instructions on the body of the mail. 
• Send the order for order release with Trend Micro orders in copy.