Customer Service Quote Guidelines

Customer Service Quotes Guidelines

Quote Request Calls/Chats

• If customer has a spreadsheet or other document type they can easily email:
  • Have them email it to quotations@carolina.com
• If not, CSR will set up the quote in JDE over the phone/chat
• See Customer Service Quote Generation Procedure

• If customer has questions about an existing quote they’ve already received, please transfer them to ext. 6300 or ask them to email quotations@carolina.com

Extending Quote Expiration Date

• Any extension request that also requires modifications to original quote, other than quantities, should be referred to Quotations.

***If quote expired previous year but by less than 90 days, you may extend by 30 days up until March 1^st. March 1^st or after, the customer will need to get a new quote.

Adding Quantities

• Do not lower quantities on quotes
• If there is a free freight line or no freight line at all on the quote:
  • Add additional quantity then “Submit and Close”
  • Do not alter pricing on quote
• If customer requests additional bulk discounts:
  • Refer them to Quotations
• If quote has a priced freight line:
  • Contact Quotations
    • Have them add quantity and any additional freight
    • If you make any changes, the quote will go back on QH

NA 08/20/24