Valve Quotation and Enquiry Management
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Questions and Answers

What is the common end customer for the 20 units of valve in both enquiries?

  • Transwater
  • API
  • Technip
  • CARIGALI (correct)
  • What is the status of enquiry CARIGALI (B)?

  • Repeated Quote (Won)
  • Open
  • Lost
  • Won (correct)
  • What happens to the total “Won” value inside the report for enquiries closed as “Repeated Quote (Won)”?

  • It decreases by the value of the enquiry
  • It increases by the value of the enquiry
  • It is deleted from the report
  • It remains the same (correct)
  • What is the difference between enquiries CARIGALI (B) and Technip (A)?

    <p>The status of the enquiries is different</p> Signup and view all the answers

    How many enquiries were received through [email protected]?

    <p>2</p> Signup and view all the answers

    When should you use the 'New Opportunity' function on ONSEN?

    <p>When you hear an opportunity that may be in the interest of the company, but you are not the PIC for the product</p> Signup and view all the answers

    What is the purpose of the 'New Direct Opportunity/Enquiry' function on ONSEN?

    <p>To create a new case for yourself when a customer sends an opportunity/enquiry directly to you</p> Signup and view all the answers

    When would you use the 'New Direct PO' function on ONSEN?

    <p>When you receive a PO for a repeat order based on a previous quote or active contract</p> Signup and view all the answers

    What should you do if a customer is interested in a product that you are not the PIC for?

    <p>Use the 'New Opportunity' function to notify the relevant PIC or product team</p> Signup and view all the answers

    What is the main difference between the 'New Opportunity' and 'New Direct Opportunity/Enquiry' functions on ONSEN?

    <p>One is used when the customer sends an opportunity/enquiry directly to you, and the other is used when the customer sends an opportunity/enquiry to the CAGA team</p> Signup and view all the answers

    Why would you use the 'New Opportunity' function on ONSEN instead of the 'New Direct Opportunity/Enquiry' function?

    <p>Because you are not the PIC for the product</p> Signup and view all the answers

    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

    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.

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