Capability and Sourcing requests can be put in through the ATS eCommerce store by anyone who has access to the site. The CSR Team will work them as they come in. This process flow document shows you how it all works in Salesforce.
Pricing Analysts will receive an email that pricing is needed on a Capability and Sourcing request.
1. They change the status to “Pricing in Progress”
- PA Name is updated to the person setting the status
- In process time stamp is stamped
2. In the top panel under ATS Cost, they enter the price to charge the customer in the Customer Price field.
- Status is updated “Quote” if for a Repair job
- Queue time stamp is stamped
- Email alert that quote is needed is sent to Data Integrity Rep
CUSTOMER SERVICE REP
3. CSR enters the customer price in the Product Price Book.
4. Creates/Updates the quote using current process for repairs and communicates the price for New/Refurb/Surplus Products.
5. If this is for a Repair, the CSR will enter the quote into the Quote field on the C&S Record once it has been sent.
- Status is updated to “Quoted”
- Email alert goes to all parties letting them know the quote was sent
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