Page 295 - Tech handbook 2019 rev 6 whyperlinks

CLOSED QUOTE NOT NEEDED
PSSR to forward to another

the Recommendation Queue at Product Support Salesman review department – sent to parts, APMC, PSSR decides if this should be quoted or if it etc. and log in the timeline what was needs to be forwarded to another department done and REASON quote is not least daily. needed and change status on recommendation. QUOTING PROCESS BEGINS QUOTE PROCESSED PSSR to prepare quote for parts, parts and labor, etc. and send quote to customer or Contract Manager ‐ include any pictures in the recommendation. Copy the Service Manager and the Contract Manager if a contract customer. Update recommendation St

QUOTE IN PROGRESS As soon as the recommendation is reviewed and a quote is needed PSSR is to change the status on the Recommendation to Quote In Progress and change the owner to their name. Add any notes to the timeline requiring what steps are being taken to expedite quote.

Technician Recommendation comes in auto‐matically from the tech rec on the WO Recommendation comes in from the office. CLOSED ‐ QUOTE REJECTION PSSR obtains rejection of quote form the customer ‐ All documentation including reason for rejection gets added to recommendation timeline and ROUND GOAL IS XXXX