Research of a New Product

When adding products to an RFQ and the product does show up in the “Product" field. If the Salesperson cannot find the product, this can mean:

1. Product name has been not been searched correctly (customer may have given a different name)
2. Product has never been quoted before

For either of the above, the Salesperson informs the Sales Manager. Sales Manager is to confirm that the product is not in our system and has not been produced before.

If the product does not exist in our system, this means that we have never quoted this product before. This does not mean that we cannot quote/produce this product. After we confirm the exact product and the specifications the Customer requires, the Salesperson will send a task to the Purchasing Dept. to find a vendor that can produce this product. In this case, Salesperson must do the following to ensure the product we will be quoting is the correct product the Customer is requesting:

1. Google search the product for pictures and possible specifications. Send a task to the Sales Manager providing links to check and information the Customer has sent of this product to compare and confirm the product is accurate.
2. After the Sales Manager confirms the product, the Salesperson is to send the photo/specifications to the Customer to get confirmation that this is the product they are requesting. If the Customer informs that this is not the product, the Salesperson should ask the Customer to provide photos as sometimes products have different names in different countries.
3. After the Customer confirms the product, the Salesperson will send a task to the Purchasing Dept. In this task, the Salesperson is to inform Purchasing Dept that this is a new product which has not been quoted before. Include the customer's specifications, photos and any other information. Ask Purchasing Dept to find a vendor that can produce this product and ask for pictures and samples of this product.
4. After Purchasing Dept. confirms the product can be quoted and produced with the Customer's specifications, Salesperson will send a task to the Purchasing Manager in ‘Products Adjustment in the ERP’ task to add the product to our system. Check the Description of this task to see what information is required when sending the task.

Products Adjustments in the ERP

Note: If revision of specifications or product name was requested and Purchasing Manager replies that the product code has NOT changed, the “Product” column will automatically be revised in the SO. However, the “Description” column will not be automatically revised to match with the newest specifications/packaging. For this, the Salesperson will need to manually revise the “Description” because the Proforma Invoice and Sales Contract will pull the product information from here.