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Accept a quotation online
The customer ticks the positions they take and the alternative they prefer: the order is won, the rest is marked not taken and stays off the proforma, and a manager is asked to send the proforma.
Also inside TERRA-411 CABINET
The rest of CABINET.
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Status in their words
Received, pricing, quotation, confirmed, paid, preparing, shipped, delivered: eight steps a buyer recognises, worked out from the order, the papers and the payments.
TERRA-411 CABINET
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What was sent, as it was sent
Quotations, proformas and invoices with the lines and prices that went out, and the PDF the customer already holds.
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Shipments with tracking
Every box with its tracking number, what is inside it, the packing list and the delivery note once issued.
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Only their company
Each customer reads one company's orders, and never a cost, a mark-up, a supplier or a note your team wrote.
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A separate door
The cabinet answers on its own address and is the only thing there: your team's rooms are not reachable from it at all.
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View as client
One button on a company card opens the cabinet exactly as that customer sees it, read-only, so a manager can talk them through it.
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Requests with their own files
Parts picked from your catalogue or pasted as a list, or their own spreadsheet, PDF or photo: an order on your desk at once, the file read into lines, and the lines shown to the customer once a manager has confirmed them.
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A conversation on each order
The customer asks on the order, the manager answers from the order card, and an e-mail tells the customer the answer is there.
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Payment confirmation
Once the proforma is out, the customer sends the bank's confirmation from the order; it lands on the order card and a manager is asked to check it with the bank.
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