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Sales Order Handling Compliance Guide

This document outlines procedures for handling sales enquiries and orders to ensure customer needs are met. It describes two modes of sales: direct approach and price quote request. For each mode, it lists the responsible parties, activities, interfaces, and explanations in a step-by-step process. It also specifies related records to be kept like quotations, purchase orders, and requests for minimum retention times. The objective is to guide effective sales enquiry and order handling.

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Eileen Ong
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214 views4 pages

Sales Order Handling Compliance Guide

This document outlines procedures for handling sales enquiries and orders to ensure customer needs are met. It describes two modes of sales: direct approach and price quote request. For each mode, it lists the responsible parties, activities, interfaces, and explanations in a step-by-step process. It also specifies related records to be kept like quotations, purchase orders, and requests for minimum retention times. The objective is to guide effective sales enquiry and order handling.

Uploaded by

Eileen Ong
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd

Doc. No.

RCP-SEO
Regulatory Compliance Procedure
Revision No. 0
Page No. 1 Of 4
Sales Enquiry and Sales Order Handling
Effective Date

Revision History
Page
Rev. No. Description of changes Approved by
No.
0 ALL NEW ISSUE
Doc. No. RCP-SEO
Regulatory Compliance Procedure
Revision No. 0
Page No. 2 Of 4
Sales Enquiry and Sales Order Handling
Effective Date

1. Objective:

This procedure guides the effective handling of sales enquiry and order to ensure customer needs are
determined.

2. Scope:

These procedures apply to the following mode of sales:-


1) Direct Approach
2) Price Quote Request

3) Definition:

M – Manager
ME- Marketing Executive

4) Reference:

GDPMD Part 5 Clause 19

5) Procedure:

Responsible Activity Interface Explanation


No
(A) Direct Approach

1 Manager, Received Customer Verbal, Fax, Email


Marketing Enquiry
Executive
2 Manager/ Arrange for
Marketing appointment
Executive
3 M,ME Determine
Customer Needs

M Ask for Supplier/


Principal Quotation

5 M/ME Prepare quotation Quotation


Base on Principal/ Supplier Price List/
Quotation

6 M/ME Approval of Quotation


quotation
M Checking of Quotation
Doc. No. RCP-SEO
Regulatory Compliance Procedure
Revision No. 0
Page No. 3 Of 4
Sales Enquiry and Sales Order Handling
Effective Date

Quotation
7 M/ME Send quotation to
Keep a duplicate copy in office
customer
8 ME/M Follow up on
customer
9 ME/M Receive Customer Customer PO/
confirmation Quotation

12 SP Check stock
availability
13 SP
14 M Stock Unavailable
Raise PO
(B) Price Quote Request
M/ME Received SH Request for
Invitation and Quotation Email, Fax –
Request Quotation
Form
4 M/ME Prepare quotation Quotation

Base on Principal/ Supplier Price List

5 M/ME Approval of Quotation


quotation
M Check Quotation
6 M/ME Complete the SH
7 ME Send SH/
By Softcopy/ Hardcopy
Quotation/Brochure
8 M/ME Follow up for Order
Confirmation
M/ME Receive PO
Confirmation of Email/ Letter
Order

6) Records:

Person
Records Form No ( If any) Location Min. Retention Time
Responsible
Principal/ Supplier NA Sales Office SA What is the longest
Quotation product lifespan time?
Quotation Sales Office SA

Customer PO NA Sales Office SA


Quotation

Customer Signed Sales Office SA


Quotation
Sales Order Sales Office SA

Sebut Harga ( Price NA Sales Office SA


Doc. No. RCP-SEO
Regulatory Compliance Procedure
Revision No. 0
Page No. 4 Of 4
Sales Enquiry and Sales Order Handling
Effective Date

Quote)

Request for
Quotation

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