processing a new build order_final

Processing New Build Order

Ensure paperwork is correct as per process *******Does customer have sufficient credit? (Check Customer Lookup)YesNoHas the project been quoted?YesNoDoes the order match the quote?NoYesPass to Credit Control while order is being processed to review application for coverDoes the order contain any QA4 units?Confirm quotation/Process orderSee QA4 order processCall Customer to establish the following: Delivery options given AM, standard, pre-10.30am (18.00 in addition to standard delivery charge) Option of delivery confirmations given text, phone or email Obtain full schedule of units & ducting Contracts for purchasing, site and financial queries Anticipated start & end date of the project Does the customer have offloading facilities on site?Order receivedUpdate system with info obtained and schedule accordinglyEnsure order screen is updated with comments and send order confirmation via preferred method to customer with standard templateFull schedule obtained?Update sales on the following:1) Order received & processed2) Any changes or updates follow on from conversation with customerPut call back date in Outlook calendar to call back after first delivery to obtain datesCreate folder in W: drive (see Document Storage process). File order in Major Projects filingYesNoYesNoPass to estimator for review