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▷ ▶ Work Flow for In house Sales Assistant free Business flowcharts and decision trees.
A Flowchart by lei. See lei's 4me blog page.
Viewed 789 times. Created November 2013.
This Business flowchart, a free online decision tool is a creation of lei and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. does not necessarily agree.
BusinessWork Flow for In house Sales Assistant
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Workflow for In house sales assistant


Give quotation to agent by e-mail

If rates are acceptable
Seek other rates for agents and send quotation


Shipment and booking secured
Contact the shipper for booking Provide booking note to related departments:
For FCL bookings: send initial booking to carrier and provide booking note to operation department for any pick up and documents instructions.

NVOCC - for lcl booking OPS - for trucking and processing of documents

Encode to EDI System
Once actual costs are receive from carrier/co-loaders and or related departments.

Final booking note preparation
once shipment are finished e.g. shipment already departed at POL, received actual billing from the carrier or related parties involve. Attachments needed are formal quotation confirm and accept by the agents/customers, loading report and booking confirmation from carrier (if FCL), carrier’s or co-loader actual invoice billing copy and EDI copy.
Provide shipping details to customers.
Follows up final proforma BL and forward it to Documentation Department for BL cutting.
Monitor and update customers on the status of the shipment. Files documents once shipment’s finish.