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Questions and Answers
What is the common end customer for the 20 units of valve in both enquiries?
What is the status of enquiry CARIGALI (B)?
What happens to the total “Won” value inside the report for enquiries closed as “Repeated Quote (Won)”?
What is the difference between enquiries CARIGALI (B) and Technip (A)?
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When should you use the 'New Opportunity' function on ONSEN?
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What is the purpose of the 'New Direct Opportunity/Enquiry' function on ONSEN?
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When would you use the 'New Direct PO' function on ONSEN?
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What should you do if a customer is interested in a product that you are not the PIC for?
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What is the main difference between the 'New Opportunity' and 'New Direct Opportunity/Enquiry' functions on ONSEN?
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Why would you use the 'New Opportunity' function on ONSEN instead of the 'New Direct Opportunity/Enquiry' function?
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Study Notes
Enquiry Handling
- Two enquiries are received through [email protected], one from Technip (A) and another from CARIGALI (B).
- Both enquiries are for the same product, 20 units of valve, and share the same end customer, CARIGALI.
- Transwater (TW) wins the direct enquiry with CARIGALI (B), leading to the closure of this enquiry as "Won".
- The Technip (A) enquiry is closed as "Repeated Quote (Won)" since TW has already won the direct enquiry with CARIGALI.
- Enquiries closed as "Repeated Quote (Won)" do not contribute to the total "Won" value in the report.
Making New Opportunities or Enquiries on ONSEN
- ONSEN is a platform for making new opportunities or enquiries, accessible at https://pm.transwater.com.my.
New Opportunity
- Used when an opportunity arises that may be of interest to the company, but the PIC is not responsible for the product.
- Example: A customer inquires about a product not handled by the PIC, and the PIC can notify the relevant product team using this function.
New Direct Opportunity/Enquiry
- Used when a customer sends an opportunity or enquiry directly to the PIC, bypassing CAGA ([email protected]).
- Example: A customer requests a budget quote for a product, and the PIC can create a case for themselves using this function.
New Direct PO
- Used when receiving a PO for a repeat order based on a previous quote or active contract (GFA).
- Example: Receiving a PO to purchase additional products based on a previous quote provided.
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Description
Understand how to manage enquiries and quotations for valve units, including closing won and repeated quotes, and their impact on report values.
