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 final balance is issued upon the close-out of all remaining punch-list items.
Appears in 1 contract
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 TeamEqualis Group Members will place their order directly with Fellowes Authorized Dealers. 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 Fellowes Authorized Dealers 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 accept 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 enter the order • Detailed 2D as the seller using the Fellowes Partner Portal CPQ System. Fellowes Authorized Dealers will process purchase orders and 3D drawings showing process payments on this contract as payment terms may be negotiated between Member and 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 factoriesAuthorized Dealer. The Account Coordinator CPQ system is responsible for order submission and logisticsintegrated with all Fellowes' business systems through EDI transactions that provide a constant, 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% audited flow of the order total is issued information. The CPQ system will allow us to provide quotes, custom product pricing, orders, invoices, reports, and due at proposal approval Receipt of Goodsadditional data. The The Equalis Group Member will initiate orders by sending a written purchase order to Fellowes Authorized Dealers containing the required information listed below: An invoice for 45% of the • The Equalis Group Fellowes contract # • v Member purchase order balance is issued at the number. • The Equalis Group Member ID # • “Ship To” and “Bill To” information • Complete Fellowes product model numbers, specifications, and quantities • The Equalis Group Member cost • Requested delivery date • Special shipping requirements Incomplete orders or changes will delay processing and shipment until receipt of goods all necessary information and Fellowes issuance of revised Sales Order Acknowledgment that will go to the Authorized Dealers. Upon receiving an order, Fellowes will send an acknowledgment with exact pricing information and a scheduled shipping date. Any request for cancellation or change to an order must be submitted within twenty-four (either 24) hours of receipt of order acknowledgment by Fellowes. Any requested cancellation or change received thereafter will incur a fee. Order changes include the addition/deletion of line items or changes in quantity or requested Ship Date or Ship To address. Order changes that result in a quantity reduction may be subject to an adjustment in pricing. Change or cancellation requests are not considered accepted until Fellowes provides a revised Sales Order Acknowledgment. Changes may result in processing delays or shipping delays. Under no circumstances will changes or cancellations be accepted on any special order, custom product, or worksurface order without the express written consent of Fellowes. All such custom and special orders are non-returnable. Lead-Times and Delays. Fellowes reserves the right to alter lead times as demand for products fluctuate. Stated lead-times begin after a complete order is entered and scheduled. Shipments are subject to product availability. Special products and larger orders may entail extended lead- times. Orders placed by dealers without a requested delivery date will be assigned a delivery date for custom product orders as currently published at ▇▇▇.▇▇▇▇▇▇▇▇.▇▇▇ for our Authorized Dealers. Customer’s Own Material or COM. The Fellowes COM program allows customers to use special materials. By complying with the job-site or at a storage warehouse depending COM testing procedure in the steps below, Fellowes will be able to identify if your material is appropriate for application to the products you specify. To comply with the COM process, please follow these steps: 1. Select the COM material. 2. Authorized Dealers can check first with ▇▇▇.▇▇▇▇▇▇▇▇.▇▇▇/, and consult the COM library to determine if this material has already passed testing for manufacturability on the project schedule). Final balance: An invoice for the final balance is issued upon the close-out of all remaining punch-list itemsintended product.
Appears in 1 contract