When a new Prospect/registration Customer has confirmed to proceed with an order based on a provided Sales Quotations, BD Salesperson must verify some important details before confirming the Sales Order internally.
Follow these points to verify that all information below is correct both INTERNALLY and for the CUSTOMER:
• Product specifications, packaging and quantities are accurate on the SO as per Customer’s confirmation/registered products.
• PA is updated as per the final SO.
• Vendor prices, quantities, and additional fees are valid based on Purchasing Dept.’s confirmation.
• Vendors selected are suitable, particularly for Customers that completed registration.
• CBM of the final list of products makes sense with Customer’s preferred shipping method.
• Payment terms have been discussed and confirmed by the Customer. Note that for sales orders with the value under $10,000, only 100% TT payment is acceptable.
• Payment methods that are not the standard TT payment to the company’s HK account proposed by the Customer, have already been approved by the Accounting Dept.
• Shipping method has been discussed.
• Documents/Other requirements mentioned by the Customer have been confirmed and can be provided.