Idealising the initial steps for the driver
Sales Enquiries Received
System Uploads Email
Update CRM System
Initiate Sales Process Workflow
Capture Scope Details
Generate Quotation
Submit Quotation for Review
Review Workflow
Manager Reviews
Approve, Decline, Send Back for Rework
Approval Notifications
Client Communication
Client Negotiation
Client Acceptance in Writing
Manager Confirms Acceptance
Initiate Operations Workflow
Notify Operations Team
Create Job Budget
Document Request Step
Track Activities
Trigger Tracking Updates
Daily Client Tracking Information
Driver Workflow
Generate Invoice
Invoice Review
Approval and Sending
Unsettled Invoice Reminders
Issue Cargo Release Blocks
Finance or GM Approval for Release
For Credit Accounts
Electronic POD Upload
Follow Same Process
Daily Pending Invoice List
Finance Team Dashboard
Weekly Aged Debtors Analysis
Sales Agent Payment Remarks
Visible History on Invoice Reports
Sales Enquiries Received
System Uploads Email to Quotation List
Initiate Workflows: Update CRM System and Sales Process
Capture Scope Details
Request Details: Pickup, Offloading, Cargo Type, Dates, Volumes
Pull Buy and Sell Rates for Standard Cargo
Obtain Quotations for Non-Pre-Agreed Rates
Alert User for Special Rates
Input Discounts with Rationale
Request Shipping Contract Reference for External Rates
Complete All Required Fields
Generate Quotation on Headed Paper
Submit Quotation for Review
Sales Manager Reviews Details, Terms, Discount Rationale
Approve, Decline, Send Back for Rework
Email Sales Manager for Review, Set Timelines
Daily Reminders for Outstanding Quotations
Escalate to GM and MD if Not Completed in 72 Hours
Client Communication
Log Approved Quote on 'Sent to Client' Listing
Email Client with Quote, Scope of Work, Terms, and Acceptance Instructions
Client Negotiation
Clients Negotiate with Sales Agent, Manager Reviews Amendments
Clients Confirm Acceptance in Writing
Sales Manager Confirms Acceptance and Attaches Evidence
Initiate Operations Workflow
Notify Operations Team of New Work Order
Create Job Budget and Confirm Costs
Document Request Step: OBL, PL, CI
Log Document Receipt and Send to Third Parties
Track All Activities with Evidence Attached
Trigger Updates for Tracking Data: Twice Daily
Send Daily Client Tracking Information
Initiate Driver Workflow upon Cargo Clearance
Generate Proforma or Final Invoice and Send to Sales Agent for Review
Automated Email Reminders for Invoice Review
Escalate if Not Reviewed within 24 Hours
Escalate to GM and MD if Not Reviewed in 48 Hours
Send Invoice to Client and Remind for Prompt Settlement
Send Unsettled Invoice Reminders and Escalate as Necessary
Issue Cargo Release Blocks for Unpaid Invoices