4.1 WorkGuru
4.2 Purchase order received from client
4.3 Check that PO and quote match
4.4 Upload PO and Quote to Google Forms https://forms.gle/1AHcDPtkcSCRRoQ88
4.5 Fill out Handover and Checklist form found in Viking Industrial/ORDERS - CUSTOMER
4.6 Book meeting with ops manager
4.7 If new machine, bring PI to meeting, create checklist from PI for Quality Assurance
4.8 If stock follow standard process
4.9 Turn Quote into Project for sales, create a project for service/rental
4.10 Pick asset and reassign from VIS to Client, change warehouse to site
4.11 Fill out Project details/PO number/Assign asset (1 max, for more than 1 duplicate project)
4.12 Confirm suppliers required
4.13 Confirm long lead items
4.14 Confirm Tasks/Products
4.15 Add necessary tasks/products in such as electrical testing, pd etc
4.16 Confirm project and use materials (remove out of stock)
4.17 Print project as PDF
4.18 Email project, PO and quote off to Operations Manager and necessary staff production@vikingindustrial.com.au
4.19 If installation is required, Regional Manager to speak to Client and agree on installation date (this should be done as soon as possible)
4.2 HubSpot
4.2.1 Update status as 'Won' on HubSpot