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Create Initial Quote Review Entry
QuoteNo
HistoricQuoteNo
Customer
QuoteRequestReceivedDate
QuoteTargetDate
SalesPerson
SalesLocationName
Does the quote request include the "FGI RFQ Form?"
Does the "FGI RFQ Form" include enough detail to complete the quote?
Can the quote team meet the "Quote by Date"?
Customer specs required, are they furnished?
NA
Yes
No
Does the application requirements fall within FGI capabilities?
INSTRUCTIONS:
> IF ANY OF THE QUESTIONS ABOVE COULD NOT BE “CHECKED” AS AFFIRMATIVE , FOLLOW THE APPROPRIATE INSTRUCTION BELOW.
> REPLY TO QUOTE REQUEST EMAIL WITH INSTRUCTION TO SEND THE MISSING INFORMATION (VIA THE FGI RFQ FORM(S))
> LET SALES KNOW ABOUT ANY ISSUES WITH "QUOTE BY DATE"
> IN THE ACKNOWLEDGEMENT EMAIL REFERENCE WHO FROM THE QUOTE TEAM WILL ASSIST THEM WITH THE QUOTE AND NOTE THE TARGET QUOTE DATE
> CREATE QUOTE FOLDERS ON NETWORK AND UPLOAD FILES FURNISHED (including the original email request
Confirm "FGI RFQ Form" completed adequately?
Confirm Sales/Customer will wait for Quote until "Target Quote Date"
Confirm customer specs furnished?
NA
Yes
No
System Type (HPU, Lube Oil, Manifold Assy, Coolant..., if required, were furnished?
Similar Unit (Job Number):
Concerns / Issues with RFQ
Suggestions on how best to complete RFQ
Quote team member assigned
Unknown
Derrick Herr
Frank Edwards
Jeff Pogue
Joe Sorano
Kyle Swindlehurst
Noelle Sorano
Pat Laake
Paul Brown
Joe Marshall
John Reed
John Voss
John Wheelock
Scott Tidwell
Scott Williams
Theresa Schmittling
Dave Bucek
Inside Sales
Chris Walker
Dylan Smith
Darren Zielke
Estimate or Firm Bid?
Estimate
Firm Bid
Initiate Preparation of the Quotation
INSTRUCTIONS:
> Update the network quote files with latest documents (especially the latest FGI RFQ FORM)
Create
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