Customer Service Quote Guidelines
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.
|
Expiration Date |
Action |
|
Not Expired |
Can be extended up to an additional 60 Days |
|
Expired less than 90 Days* |
Can be extended additional 30 days (If customer is ready to purchase, extend to date of purchase) |
|
Expired 90+ Days |
Refer customer to Quotations |
***If quote expired previous year but by less than 90 days, you may extend by 30 days up until March 1st. March 1st 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
- Contact Quotations
NA 08/20/24