Workflow

CRM → SRM → commercial → order, on one ticket.

No parallel spreadsheets. Every RFQ carries items, supplier quotes, customer quotation and activity. Roles only see the prices they are allowed to see.

  1. 01

    CRM capture

    Inquiry, plant, items and due date. Status is the source of truth.

  2. 02

    SRM sourcing

    Assign SRM, record supplier quotes, compare landed cost.

  3. 03

    Commercial

    Draft the customer quotation, set margin, submit for approval.

  4. 04

    Send & follow

    Send to the customer. CRM chases. Overdue follow-ups sit on the desk.

  5. 05

    Won → order

    Accepted quotation becomes a sales order. Procurement through invoice.