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Procedure: Quoting: Purpose and Scope

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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METAQUIM
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214 views2 pages

Procedure: Quoting: Purpose and Scope

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.

Uploaded by

METAQUIM
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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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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