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 Xxxxxxx Design Vendornet. An email is received at xxxxxx@xxxxxxxxxx.xxx 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. 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. 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 typical implementation takes 30 to 45 days, depending on complexity and program requirements. Equalis Group’s timely and accurate exchange of information regarding your ordering and invoicing infrastructure and program requirements will help ensure a timely and flawless implementation. Information we’ll require from you includes: ▪ Equalis Group’s unique program needs and requirements ▪ Ship-to and bill-to locations ▪ Product usage history ▪ Product assortment ▪ Information on ordering systems and practices 3.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Our sales team generates proposals via our Hubspot CRM. Once the client signs the proposal, an invoice is emailed to the client.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. ParkHub's proposal development process involves gathering requirements from the client, followed by the creation of a detailed proposal outlining the scope of work, deliverables, timelines, and pricing. Upon acceptance of the proposal, orders are processed through our dedicated sales team, who liaise with the client to ensure smooth execution. Invoices are generated promptly upon completion of deliverables or as per the agreed payment terms. Our finance team ensures accuracy and timeliness in invoice processing, with payment options available via various methods to accommodate client preferences.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Orders are received and processed (typically within the same day), then entered into the fulfillment schedule. Once shipped, invoices are generated to the agent or contractor making the purchase, typically under net 30 terms.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. When you work with Xxxx, 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.
