How a deal moves

What it is

A deal starts with what a client asks for and ends with what you earn on it. Each step makes one document from the one before it, so everything about the deal stays linked to the client’s request.

Step	What you do	Where	The request becomes
1	Record the client’s request	Sourcing > Requests	New
2	Ask factories for prices	On the request: Create > Request for Quotation	Sourcing
3	Enter each factory’s quote	On the request for quotation: Create > Supplier Quotation
4	Compare the quotes and award one	On the request: View > Quote Comparison
5	Work out the client’s price	The costing sheet the award makes
6	Send the client a quotation	On the costing sheet: Create > Quotation	Quoted
7	Turn the approved quotation into an order	On the quotation: Create > Sales Order	Won
8	Order from the factory	On the client order: Create > Factory Order
9	Follow your earnings	Sourcing > Earnings

You do not set the request’s status by hand: it moves on when you submit the request for quotation, the quotation and the client order. When the client drops the deal, set it to Lost and fill in the Lost Reason.

Why it matters

Because each document is made from the one before, nothing is typed twice: the product, quantity and terms travel from the request to the factory order. Anyone on your team can open the request and see every quote, price and order made for it.

Steps

1. Record the request (step 1). Your client can also send it from the client portal.
2. Work through steps 2 to 8 in order. Each page of this part covers one step.
3. Open Requests to see where every deal stands, by status.

Common mistakes

• Making a quotation or order by hand instead of from the step before. It is then not linked to the request, and the request’s status, the costing and your earnings do not follow it.
• Skipping the award. The costing sheet, and so the client’s price, is built on the awarded factory quote.

Tips

• Factory quotes, quotations and orders are standard buying and selling forms. The Sourcing sidebar links to all of them, so you can always go back to Sourcing from the menu at the top left.
• Messages with the client are on the request and order forms, and all together under Sourcing > Client Messages.
• Quality inspections, shipments and compliance checklists (for example SABER) are not in Sourcing yet.