The Quote-to-Order process is initiated when a sales lead, or prospect, submits a request for quotation (RFQ) to a sales representative. After the RFQ has been reviewed by the appropriate personnel (typically sales team members) a quote is generated and sent to the customer for confirmation. If the customer approves the quote, the order undergoes final confirmation (pricing, order details, etc.) and payment details are collected from the customer. At this point, a purchase order (PO) is created, and the order is ready to be fulfilled.
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