Any new inquiry needs to have a folder in AdvaCare Cloud Server, which is used to save all the files related to it (pdf, doc, xls, etc.). Salesperson will create a new RFQ folder to record not only the information provided by the Customer, but also the quotations that will be sent to the Customer. Follow these steps to create the RFQ folder:
1. Open the link in the server:
Z:\Shared drives\AdvaCare Cloud Server\RFQs\[YEAR]
2. Copy and paste the Template folder “SO# - Client Code - Country – Sales”.
3. Rename the folder following the same format.
Example: SO229 - VTM - Philippines - Vina
4. Within the folder, create a sub-folder “DOCUMENTS FROM CLIENTS” and save any relevant documents received from the Customer, including but not limited to:
• Company introduction presentation
• Registration requirement guideline
• Inspection guideline/schedule
• Registration application form
• Other templates for registration documents
• Exported product list with quantities/target prices
