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. Foliot Furniture embraces a company-wide commitment to support customers for projects both large and small. A dedicated team offers the following unique services to every customer: A devoted District Manager available to visit and advise customers in order to ensure complete satisfaction. An Account Manager fully committed to servicing the customer’s furniture requirements and to help coordinate every step of the process. We provide one of the strongest customer service teams in the business. Meticulous designs, quality materials and computer- controlled production that ensure impeccably-assembled and long-lasting items. An in-house drawing team available to provide 3D renderings to assist customers in their furniture planning and selection. Continuous on-site supervision by our trained Installation Specialists throughout the installation process. A meticulous follow-up program with the client following the initial furniture installation. Our Account Manager will coordinate the invoice process with our accounting department agents.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Conceptualizing At turnerboone, we work with our clients and their designers to conceptualize beautiful and productive workspaces. We offer consulting services on product selection to fit any budget. From guided showroom tours that help envision your dream result to negotiating prices from the 200+ manufacturers we work with, we help our clients create workspace solutions that xxxxxx connectivity, collaboration, and community. We understand the importance of sustainable practices and we are committed to helping our clients achieve LEED certification by providing products that support safe and healthy environments. Procurement When working with our clients and their designers, we take care of everything including all order management and all direct coordination with manufacturers. We are meticulously organized, tracking every part of an order, including ship dates, on-site dates, back-order notifications, logistics tracking and more. All our client products are shipped directly to our warehouses and are immediately inspected for damages by our expert team. Installation When it comes time to install your furniture, our team leads the process every step of the way. Our project managers attend construction meetings and smoothly coordinate with the general contractor and any subcontractors. We ensure all logistical planning and installation scheduling is on target for the install crew. turnerboone oversees all crews on-site and provides a detailed install plan with input from the client team, including a phase, schedule, on-site room drawings, plan ID tags and more — all while ensuring building and floor protection. Our team will coordinate any removal of furniture packing material or debris. When it’s time for the initial reveal, our clients see a pristine, clean interior ready to be used. Day 2 & Beyond Our service to our clients doesn’t end after installation. We remain partners for the life of our materials and are your go-to party should any need arise. Our team includes field technicians who provide orientation training and demonstrations on all product features and functions. Our on-call Field Service Manager is available to address small or urgent needs, such as lock cores, warranty issues, quick repair needs and same day delivery. This service ensures all issues or problems with your products are immediately and completely resolved and your expectations are met or exceeded. Our t...
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. 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 3.3.2.
Proposal Development, Order, and Invoice Process. Describe your company’s proposal development, order, and invoice process. Proposal & Quoting Development: We using a distribution quoting system that is used by many dealers around North America. This system enables us to quickly specify, quote, and edit quotes/proposals with our authorized dealers nearly in real-time. Once we receive an accepted quote from a dealer, we process their purchase orders and then reply with an order acknowledgement with a ship date. Once the product is shipped, the customer /dealer is invoiced by us with agreed upon payment terms.
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. A detailed description of our client experience can be found in the included presentation. Our process consists of four distinct stages: Path to Partnership, Design, Launch, and Long-term Partnership. Over the last two years, we have carefully evaluated every step of our internal and external processes to ensure our clients receive the best possible experience with us across the board.
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. C. Invoice Process – we offer two methods of invoicing. The first one is to provide an invoice on a manufacturer-by-manufacturer basis if multiple companies are utilized on an order. For example, if Classroom Select and National Public Seating items are on one order, we will invoice the end user for the Classroom Select items when they ship and then National Public Seating when their product ship. The other invoice option is called “Consolidated Invoicing”. This program enables us to not invoice until all manufacturers on an order ship, once all the product ship, we would provide one, single invoice. We can provide paper, email, or electronic (EDI) invoices which ever the district prefers. 3.3.2.
