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> Quotation to Cash
Quotation to Cash
Quotation Generation
Gather customer requirements
Create a detailed quotation
Review quotation for accuracy
Obtain necessary approvals
Conduct a pricing analysis to determine the most competitive rates for the customer
Customize the quotation to address specific needs or preferences of the customer
Include any special promotions or discounts that may apply to the customer's order
Provide additional information or documentation as requested by the customer
Send the quotation to the customer in a timely manner to expedite the sales process
Order Processing
Receive customer purchase order
Confirm order details with customer
Enter order into system
Verify pricing and availability of products
Fulfillment
Pick products from inventory
Pack products for shipment
Prepare shipping documents
Schedule shipment with carrier
Invoicing
Generate invoice
Send invoice to customer
Track payment status
Follow up on overdue payments
Payment Processing
Receive payment from customer
Apply payment to customer account
Reconcile payments with invoices
Update financial records
Customer Support
Address any customer inquiries
Resolve any issues or discrepancies
Provide ongoing support as needed
Obtain customer feedback for improvement
Reporting and Analysis
Track key performance indicators
Analyze sales data and trends
Generate reports for management
Identify areas for improvement
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