Proposal Development, Order, and Invoice Process Clause Samples
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Allseating is able to accept orders directly from the client or via one of our authorized dealer partners. Orders may be received via fax, email or automatically generated via sif file through the Dealer's or client's automated system. At present we manage several supplier ordering portals for example: GSA Advantage, Alabamabuys, SAP Ariba, TIPS, NJStart and ▇▇▇▇▇▇▇ Design Vendornet. An email is received at ▇▇▇▇▇▇@▇▇▇▇▇▇▇▇▇▇.▇▇▇ to notify of the PO with a link to log in. We log into the secured site to retrieve and downloaded the PO. Once downloaded the PO will be recorded as received on our end. If an upload, download or edit of information is required, this can be done from the vendor site. Also if required we will create & print UCC shipping labels through the client's site. If a SIF or XML file is provided, PO processing would be fast-tracked through our order entry processing application, as the details and configuration is within the file. Another avenue is Core Business Systems - Dealers are able to directly EDI with us by utilizing web services for Purchase Orders. Dealers are provided with credentials to utilize the service. These orders come via XML files and are automatically connected to our PO processing application for quick entry. We also receive POs through Google Sheets which is managed by the dealer and linked directly to our PO processing application. For an order to be accepted via a dealer, the dealer must be an open/authorized Allseating dealer and have gone through our credit process and be in good credit standing with us. Where orders are submitted via authorized dealer , the dealer will ensure, with the client, accuracy of product configuration and pricing. The dealer will submit a PO to Allseating indicating product code for product being ordered, finish details, pricing, delivery location, any specific delivery timelines that must be adhered to, any specific shipping requirements and the contract # will be noted on the PO. Once received by our order entry team, the order will be verified again, against the contract to ensure accurate pricing and product configurations are on the order. Where an order is being submitted directly from the client to Allseating, the Allseating sales representative and customer service representative will be responsible for ensuring accuracy of the PO. When a PO is received into our "AlI- in" automated system it is directed to o...
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Purchase orders may be sent to Lenovo through Authorized Resellers (if working with the customer indirect) or direct to Lenovo through a Lenovo-hosted customer web catalog, the Lenovo order desk email, or an email to the sales team. Once an order is confirmed, either direct through Lenovo or indirect through a partner, Lenovo will generate a Lenovo Order Number tying the order to the customer or partner PO. Once a Lenovo Order Number has been issued, Lenovo's fulfillment team will provide estimated shipping dates through either the Lenovo-hosted Order Visibility Portal (OVP) or through daily order reports sent to the customer. If ordered indirectly through a Lenovo partner, the partner may have additional confirmation options including their order number and shipping status. When a Lenovo order ships, the customer is notified of shipping and tracking numbers are available through the Lenovo OVP and reports generated from OVP. If any delays are impacting the estimate shipping times, the sales team will contact the customer to relay any information or options.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. The complete “proposal to invoice” process is managed by the Account Team. Our proposals are based around the defined requirements of the project or order. Proposals can range from multi-page full color submissions to simple single page order details, depending on the specific client requirements. Order Development Upon notification of a potential project or order, the Account Manager will coordinate to meet with the contract holder to develop the project scope. Depending on the complexity of the project, the Account Designer will meet with the contract holder to develop various design options for review and approval. Upon final approval of the furniture layouts and finishes, a cost proposal will be created and submitted in the form of a Proposal. Proposal Creation All proposals contain the same basic information: • Precise description (quantity, model, price) of all products and services included in the order • Detailed 2D and 3D drawings showing the specific approved layout within the building interior • Detailed finish sheet describing the final approved selected finishes Prior to order acceptance, we require the following information: • Signed proposal indicating the final purchase price OR a formal Purchase Order reflecting the final purchase price • Signed furniture plans indicating the final approved layouts overall plan • Signed furniture finish sheet indicating the final approved furniture finishes Order Processing Upon receipt of approved documentation, and required pre- payment, the order is submitted to the appropriate factories. The Account Coordinator is responsible for order submission and logistics, tracking the order from factory to job-site. Upon receipt at the jobsite, the field Project Manager is responsible for coordinating all job-site logistics, and for overseeing the final receipt and assembly of all products. The field PM is responsible for the final “punch-list” walk through with the contract holder to ensure all products are installed per the final approved plans. Any items that are damaged are noted and tracked for expedited resolution. Invoice Process Proposal Approval: An invoice for 50% of the order total is issued and due at proposal approval Receipt of Goods: An invoice for 45% of the order balance is issued at the receipt of goods (either at the job-site or at a storage warehouse depending on the project schedule). Final balance: An invoice for the f...
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Proposal Development: HotSpot has a team of Sales Development Reps, Sales Enablement Specialists and Technical Operations who consistently work together to analyze requirements and determine the most optimal solution for clients. We conduct an internal review of the client’s product request, address each functional and technical requirement, and develop a thorough proposal, allowing the client to make the decision that best suits their needs. Additionally, through our outbound sales process, Sales Associates will reach out to clients to determine if there is interest in a proposal or invoice based on their business needs. Ordering: HotSpot’s Sales Associates are responsible for handling the ordering process. Clients reach out to a Sales Lead to obtain a quote on products. The Sales Lead will then prepare the quote and await the client’s approval which is then passed to our Operations Team through use of a Project Delivery Plan. This plan outlines the specific products and services to be provided, as well as the respective responsibilities of the project team in both HotSpot and from the client's end. The PDP is then shared with the client, who is expected to review and sign-off on the document. This process provides HotSpot and the client with documented timelines, granular functionality of the system, and expectations leading to a successful launch. The Project Delivery Plan include: - Project scope of work - Product Descriptions - Required integrations and 3rd party contacts (if needed) - Software & Hardware Deliverable - Onboarding breakdown, costs, permit types, merchant fees, etc. (Supplementary documentation to gather this information is also provided) - Data Migration specifications, if any - Task Table for both the Contractor and Client - Timeline on Tasks, and toward Launch Date Invoicing: HotSpot will invoice for all one-time fees immediately upon signing (this includes Onboarding Costs, Hardware and Signage). Annual Recurring fees will also be billed following acceptance of quote by contract signing, at terms agreed to by the agency HotSpot will continue to invoice recurring Annual Fees upon the yearly signing date. HotSpot will remit all provider parking revenue to a provider associated with their use of the parking payment services for parking each month on a 30-day delay by direct deposit to the client. Once a threshold is reached, of digital revenues passing through th...
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. When you work with ▇▇▇▇, we’re your partner from first call to install — no middlemen, no long wait times, and no expensive surprises. We’ll keep your project on-time and in-budget, so you’ll have a brand-new workspace in as little as 28 days. From the initial inquiry, the sales representative (TAM or Sales Executive) will walk the customer through the Vari Way. Our team of experienced professionals including sales executives, interior designers, and project managers, will support members along the way. Once a project is designed and the member is happy with the product selection and price, the member will have the final opportunity to sign off on the project. A deposit of 50% will be required for order processing. Once the order has been processed, all products available at 100% are committed to the order and installation is scheduled. Once the project in completed, the remaining balance is due Net 30.
Proposal Development, Order, and Invoice Process a) Describe the process for developing a proposal, quote, rate, fair, or pricing. Your response may include, but is not limited to, the factors that impact prices and rates.
b) Describe your invoice process and acceptable form of payment. For self-operated locations, the total cost of the vehicle is broken down by the cost of fuel, insurance, driver wages and benefits, capital costs, repair and maintenance, and business costs. With subcontracted locations, pricing is established for the service and compared with a goal of at minimum of 2 other qualified subcontractors for service. Once received, an expense analysis is completed to ensure that the best pricing is being provided. An invoice along with required reporting information will be submitted by the 15th of the month for the prior months activity. Payments may be made via check mailed to our lockbox or ACH which is the preferred method.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. A Proposal Development – we have over Learning Environments 26 Strategic and Quote Specialists who work with our sales representatives and customers directly on their furniture proposal requests. Requests can be submitted via telephone, online, email, fax, or via our local Sales Representatives. They are routed to the appropriate team member that are aligned geographically by state. When quoting from the Equalis contract, the Specialists will have at their disposal via our system the rules of the agreement and how to price from it. Once the quotes are completed, the team will send back to the Members. Our goal is to complete non- installation required quotes within the same day of receipt if in- house by 2:00 EST or if installation services are needed, 24 – 48 hours after receipt of the requests. B. Orders – orders can be placed via 5 ways (Online via their specific accounts, Phone into our Service Centers between the hours of 7:00 – 5:00 CST, Email, Fax, or through their local School Specialty Sales representatives). We can accept orders with or without purchase orders depending upon the school districts ordering rules. Our goal is to enter orders the same day received if requested via non-online services.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Members can request quotes online, via phone or with one of our field sales representatives. We accept P-cards, ClassWallet funds and purchase orders from qualified entities. Invoices are generated when the items ship, and terms are net 30 days.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Our company's proposal development, order, and invoice process involves several steps. Once a sales representative has qualified an opportunity, they collect all the necessary information, including a physical survey. This information is then submitted electronically to our Planning Department, where our team draws and prices the project according to the requested specifications. Once the proposal is ready, the sales representative presents it to the customer. In some cases, we collaborate with an architect who has been hired by the customer. In these situations, we work with AutoCAD files to plan the project, exchanging them electronically as needed. After the proposal is accepted and the order is placed, the shipment is scheduled for installation by the Project Manager, who handles customer service. Once the system is installed and the customer has signed off on the project, the invoice is triggered. The customer's sign-off is uploaded from their iPad and transmitted back to our ERP system, which then generates the invoice. This process ensures that all necessary documentation is in place and that billing is accurate and timely.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Cogent’s proposal development, order, and invoice processes are designed to be clear, transparent, and efficient, ensuring a smooth experience for our clients throughout the engagement. These processes are structured to align with client expectations, ensure accurate pricing, and facilitate seamless service delivery. Proposal Development Our proposal development process begins with a comprehensive needs assessment. Once we understand the client’s requirements, objectives, and scope of work, we develop a tailored proposal that outlines the IT services we will provide, the associated costs, and the expected timelines. Our proposals are detailed, transparent, and aligned with the client’s budget and project goals. We ensure that all necessary details, including any required compliance with industry standards or specific contractual obligations, are included. Our proposals also include the terms and conditions of the services, clearly defining the scope, service-level agreements (SLAs), and any applicable support or maintenance provisions. Once the proposal is drafted, it is reviewed by our internal team and the client to confirm that all aspects meet their needs. If required, we make any adjustments before finalizing and submitting the proposal for approval. Order Process Once the proposal is accepted, the order process begins. We initiate the service delivery process by confirming the agreement and ensuring that all necessary documentation, such as service contracts and SLAs, are signed by both parties. At this point, we create an internal project plan that outlines the timeline, deliverables, and key milestones for the implementation of the proposed services. The order process also involves coordinating with the appropriate teams, including IT support, cybersecurity, and infrastructure management, to ensure that resources are allocated as needed to meet the client’s requirements. Communication with the client is maintained throughout this process to ensure alignment and to address any questions or concerns. Invoice Process Once services are delivered, the invoicing process begins. Cogent's invoicing process is designed to ensure accuracy and transparency. Based on the agreed-upon pricing in the proposal and the actual scope of services delivered, we generate invoices that reflect the specific terms of the contract. Our invoices are itemized to provide clear breakdowns of services rend...