Here’s a detailed process flow from quotes to invoices:
1. Customer Inquiry
- Action: The customer asks for the price and delivery date of the product or service.
- Objective: Gather detailed information about customer needs.
2. Quotation Provided
- Action: We provide a quotation to the customer, outlining the price, terms, and delivery details.
- Objective: Offer a clear and comprehensive quote for customer review.
3. Price Negotiation
- Action: Both parties discuss and negotiate the price and terms of the transaction.
- Objective: Reach a mutually agreeable transaction price.
4. Purchase Order Received
- Action: The customer sends a Purchase Order (PO) confirming their intent to buy under the agreed terms.
- Objective: Formalize the customer’s order.
5. Proforma Invoice Issued
- Action: We issue a Proforma Invoice to the customer, summarizing the agreed terms and payment details.
- Objective: Provide a preliminary invoice for customer approval and payment.
6. Payment Arranged
- Action: The customer arranges payment based on the Proforma Invoice.
- Objective: Secure the funds needed to process the order.
7. Order Processing and Shipment
- Action: After confirming payment, the order is processed, and the shipment is arranged.
- Objective: Prepare and dispatch the order according to the agreed schedule.
8. Tracking and Documentation Provided
- Action: We inform the customer of the tracking number and provide the Commercial Invoice and Packing List.
- Objective: Ensure the customer can track the shipment and has all necessary documentation.
9. Customs Clearance
- Action: The goods undergo customs clearance as they enter the customer’s country.
- Objective: Comply with import/export regulations.
10. Goods Inspection and Receipt
- Action: The customer inspects the received goods and signs off on them.
- Objective: Confirm the successful delivery and fulfillment of the order.
