File: D:/HostingSpaces/LHouwen/dokuwiki.logic.nl/wwwroot/data/pages/gop/crm_sample_requests.txt
====== Sample Requests ======
Mostly applies to Leads for Yamaichi who requst a sample of the product they are interested in. Historically, the conversion ratio from Leads who reqested a sample to a design-in, is low. however, we want to track the number of Leads for a given supplier and also what we have "sold and shipped" even if no real design-in came through.
===== Procedure =====
The procedure is similar to a regular sales and order process:
- sales: In CRM, create a //Lead// and convert to an //Opportunity//.
- sales: Create a //Quote// for the sample product.
- * Add "Sample" to the //Additional product description//
- * //Purchase Price// = 0
- * //Sales Price// = 0
- sales: Add a suitable "shipping and transportation" product to the //Quote// and confirm pricing with our logistics. (for samples we use another shipping procedure).
- sales: send the Quotation with the Orderfrom included to the prospect.
- Orderdesk: once we receive the completed and signed Orderform, create an //Order// as usual.
- Logistics: If nescessary request the sample from the supplier and ship it with the cheapest shipping option. The usual logistics procedure applies.
- Finance: send invoice when shipped
- Sales: Follow up on the opportunity when shipped (normal //Order Fulfillment// workflow applies when shipped.)