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    Procedure: Quoting: Purpose and Scope

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    METAQUIM
    The document outlines XYZ Company's quoting procedure with the purpose of ensuring accurate quotations that meet customer requirements and the company's capacity. It specifies that quotes must include relevant details and documentation, be assigned a unique number, and stored in a quote file. It assigns responsibility to directors for deciding when quotes are needed, reviewing quotes, and delegating quoting tasks. A flowchart shows the quoting process from requirements to storing approved quotes or progressing to orders.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Procedure: Quoting: Purpose and Scope

    Uploaded by

    METAQUIM
    30 views2 pages
    The document outlines XYZ Company's quoting procedure with the purpose of ensuring accurate quotations that meet customer requirements and the company's capacity. It specifies that quotes must include relevant details and documentation, be assigned a unique number, and stored in a quote file. It assigns responsibility to directors for deciding when quotes are needed, reviewing quotes, and delegating quoting tasks. A flowchart shows the quoting process from requirements to storing approved quotes or progressing to orders.

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    sample procedure

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    The document outlines XYZ Company's quoting procedure with the purpose of ensuring accurate quotations that meet customer requirements and the company's capacity. It specifies that quotes must include relevant details and documentation, be assigned a unique number, and stored in a quote file. It assigns responsibility to directors for deciding when quotes are needed, reviewing quotes, and delegating quoting tasks. A flowchart shows the quoting process from requirements to storing approved quotes or progressing to orders.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    30 views2 pages

    Procedure: Quoting: Purpose and Scope

    Uploaded by

    METAQUIM
    The document outlines XYZ Company's quoting procedure with the purpose of ensuring accurate quotations that meet customer requirements and the company's capacity. It specifies that quotes must include relevant details and documentation, be assigned a unique number, and stored in a quote file. It assigns responsibility to directors for deciding when quotes are needed, reviewing quotes, and delegating quoting tasks. A flowchart shows the quoting process from requirements to storing approved quotes or progressing to orders.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    XYZ Company Operating Procedure 1 - Quoting

    Procedure: Quoting
    Purpose and Scope

    To make sure that when we quote for a job, that we have the capacity to meet the customer’s
    requirement, and that we provide an accurate quotation.

    Company Policies
    Quoting
    i] The amount of detail on a particular Quote may vary; it must be suitable for the nature of
    the job and the degree of commercial risk.
    ii] Each Quote is given a unique quote number.
    iii] When a quote is submitted, a copy of the quote must be stored in the relevant Quote file on
    the network, by Customer name. If accepted, the Quote is then used as input to the Orders
    & Purchasing procedure #2.
    iv] The Quote folder must contain all relevant information used for the quote. This includes
    copies of drawings, specifications, any calculations or assumptions used, etc.

    Responsibilities
    A Director will decide when a quote is required, and is also the final authority on whether to
    submit a quote for a particular job.

    Either Director may do Quotes, or delegate authority to another employee (eg, Supervisor).

    A Director will review Quotes before release.

    Quoting_Procedure Sample.doc savedate: 23-Jan-10 Page 1 of 2


    XYZ Company Operating Procedure 1 - Quoting

    Flowchart

    Requirement (eg, customer request,


    inquiry, new job)

    Check the requirements and our


    capabilities

    Do we have the No Can we


    No End
    capabilities? subcontract?

    No

    Yes
    Analyse the information and
    requirements

    Get information / quotes


    Material needed? Yes
    from 2- 3 suppliers

    New skills/ Yes Arrange for extra capacity/


    capacity required? qualifications/resources

    Calculate machine time

    Gather information;
    Produce written Quote
    with Quote id & Customer prefix

    No Review - OK?

    Yes Yes

    Changes Store final approved in Quote file


    required? Deliver Quote to customer

    Quote accepted?

    Yes

    Orders &
    Purchasing

    Quoting_Procedure Sample.doc savedate: 23-Jan-10 Page 2 of 2

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