10.3 Corporate quotation policy

10. CORPORATE SALES PROCEDURE

Ensure the proper procedures are followed and the correct information is given when quoting to corporate clients

Scope:

Related Documents:

10.1 – 10.6

10.3 Corporate quotation policy

Purpose:

The Boutique Manager is responsible for preparing quotes and communicating with corporate customers.

Corporate quotation procedure:

1. Enquire about the customer’s needs, including quantities and budget.

2. Offer different choices of assortment/items & packaging depending on customer’s requirements.

3. Prepare samples as per the customer requirements & confirm the product and packaging.

4. Upon the customer’s confirmation, the Boutique manager must look for the cus tomer account in the POS. 5. If it is an existing customer, the account will be shown in the system, along with his/her discount percentage.

6. In case it is a new customer, a new account needs to be created.

7. If the total value is confirmed, the system will calculate the amount as per the policy.

8. A formal quote needs to be prepared with complete clarity on quantity, price, discount & total value-branding/shipping cost if applicable.

Required data in the quote

 Quotation date

 Customer details: name (customer name or company name), mobile number, email address and delivery address, if required.

 Item description, quantities, price, total value and, if applicable, discount percentage.

 The corporate discount needs to be shown separately (no discount will be applied on shipping or branding).

 Payment terms & conditions as agreed before with the customer.

 100% advance payment must be taken for all orders upon confirmation.

 Delivery date, timing and location as agreed with the customer.

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 Bateel bank account details with the IBAN number on bottom left side of the quote.

 VAT registrations

 Area managers / Senior Operation Manager must be informed about all corporate orders.

Shipping:

If the customer requests overseas shipping, it is the Manager ’ s responsibility to get all the details below before contacting the Bateel Logistics team.

Destination details:

 Receiver’s name

 Mobile number

 Full address

 P.O box

 City

 Country

Product details:

 Weight

 Dimensions

 Quantity of boxes/shipping cartons

 Full description of the item (plain dates, filled dates, date chocolates, etc.)

Based on the information above, the logistics team will advise whether it can be shipped or not and if any additional documentation is required (e.g., certificate of origin, health certificate, phytosanitary certificate) and will quote the approximate shipping charges accordingly.

Important Note : If a customer has a discount, it will not be applied to the shipping charges.

Branding - Corporate branding:

 Logo in EPS file

 Customized ribbons 1 colour

 Customized boxes 1- 3 colours

 “Thank you" cards

 Frame inserts

 Customized gift cards

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 Printing company

 Down payment

 Sample cost 200 AED

Contact:

 Ajith Indulkar (Creative Director) ajit@bateel.com and

 hadil@bateel.com

Printing process:

 Customers need to approve the artwork

 Manager needs to contact purchasing department to get a quote

 The quote needs to be sent to Bateel purchasing department to issue the LPO

 LPO needs to be sent to the printing company from the purchasing department

Important Note : If a customer has a discount, it will not be applied on the branding charges.

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