完整课程成果
SOP:活动询价处理
范围:从读取询价到归档经批准报价;对外发送另需授权。
| 步骤 | 动作 | 负责人 | 输入/触发 | 完成标准 | 依据 |
|---|---|---|---|---|---|
| 1 | Read event inbox | Coordinator | 12:00 workday | Inbox reviewed | N1 |
| 2 | Save attachments | Coordinator | Brief received | Original plus date retained | N2 |
| 3 | Check required fields | Coordinator | Saved brief | Date, count, location, service, currency checked | N3 |
| 4 | Draft clarification if missing | Coordinator | Missing fields | Clarification draft; quote paused | N4 |
| 5 | Prepare draft quote | Coordinator | All fields complete | Draft uses approved rates | N5 |
| 6 | Review | Manager | Quote draft | Price, exclusions, terms checked | N6 |
| 7 | Log decision | Coordinator | Review returned | Reject: revise; approve: archive | N7 |
| 8 | Archive approved version | Coordinator | Approval recorded | Version and approval date; no auto-send | N8 |
异常与返回路径
缺少必填字段:停在步骤 4,等待客户澄清后重新检查。经理拒绝:回到步骤 5 修改,并重新审核。未记录经理批准:不能进入已批准归档状态。
仍需 owner 确认
响应时限、替补负责人和使用哪份当前批准价格表,均未由笔记给定;不自行设定。