I need your help!
In october we will start our interal audits for ISO 9000 implementation, we will start auditing the Quoting process. What kind of questions I need to ask? What do I need to looking for?

Thank you:)

1. Do you have a laid down/documented procedure on your "Quoting Process"? If so, examine the implementation against the procedure.

2. Wether the project / assignment requirement have been clearly understood before making a quote (stated, unstated, statutary, regulatory, additional)? If needed, has any clarifications been sought from the customer/s?

3. Wether the quotation addresses all the defined customer requirements, stated and unstated?

4. Wether the quote is an effective communication to the customer regarding the assignment / project?

Refer clause 7.2, ISO 9001:2000 for more details

5. What has been the success rate in order procurement in case of earlier quotations?

6. What has been done to improve this success rate?

Refer to 8.2.3 and 8.4 of ISO 9001:2000

These are some of the questions / parameters coming to my mind immediately. Hope these help.

Parag has good points.

From a purely pragmatic standpoint, I've found quoting processes at various organizations to be loaded with inefficiencies.

There is, of course, a difference between organizations which quote "off-the-shelf" products and services and those who quote custom or special order services.

If the price of an off-the-shelf product varies only according to quantity ordered or to some benchmark commodity (barrel of oil for gasoline, for example), then an organization merely has to consider its capacity when quoting an order, since its capability is already established for the product or service.

Part of any audit is considering "continual improvement opportunities." It is not just sufficient to determine if the process follows the existing plan, but an audit should also consider whether the plan, itself, is optimal.

Organizations make some basic errors when quoting custom projects, like this sample list [not necessarily in order of frequency or severity]
(a good FMEA can help establish the most egregious errors)
[we can discuss any of these or others that may be suggested in a separate thread]
quoting everybody (spending time and effort ($$$) without considering whether the prospect can or would actually purchase regardless of the quoted price being lowest)
quoting without regard for capacity (can the organization deliver if everyone accepts?)
quoting on "bravado" without knowing if the organization really has capability to perform
quoting on "assumption" when the requirements are vague
quoting on everything and anything an organization has capability to perform without considering whether capacity, time, and effort would be better spent on highest profit itemsFWIW:
You might be interested in how my organization initiated Contract Review with quotation requests from new prospects in a post (http://elsmar.com/Forums/showpost.php?p=101893&postcount=3) in this older thread:
Contract Review - Budgetary vs. Firm, Fixed Price Quotes (http://elsmar.com/Forums/showthread.php?p=101893#post101893)

I reviewed quotation procedure and turtle diagram and this is what I will ask during audit, what do you think
1.-Explain the steps to complete a Quotation?
2.-How are you measuring your process (Quotation)?
3.-How do you define capability to produce a product in a RFQ?
4.-What kind of problems came up during quotation process?
5.-Do you have a quotation log?
6.-Review 3 quotes and look for proper information according with procedure
7.-What are the steps if you don’t receive enough information from customer to complete a quotation?
8.-Look for the use of forms:
F7-002-1A
F7-002-1B
F7-002-3
F7-002-4
9.-What is your time of response for RFQ’s?
10.-Ask for RFQ chart and review
11.-What are the criterias to rolling cost of a part?
12.-Review 3 quotes for proper approval and verify expiration date
13.-Do you have an ECN where you needed to re-quote?
14.-Accounting; Explain financial analysis on Quote?

Thanks
Anerol:cfingers:

I reviewed quotation procedure and turtle diagram and this is what I will ask during audit, what do you think
1.-Explain the steps to complete a Quotation?
2.-How are you measuring your process (Quotation)?
3.-How do you define capability to produce a product in a RFQ?
4.-What kind of problems came up during quotation process?
5.-Do you have a quotation log?
6.-Review 3 quotes and look for proper information according with procedure
7.-What are the steps if you don’t receive enough information from customer to complete a quotation?
8.-Look for the use of forms:
F7-002-1A
F7-002-1B
F7-002-3
F7-002-4
9.-What is your time of response for RFQ’s?
10.-Ask for RFQ chart and review
11.-What are the criterias to rolling cost of a part?
12.-Review 3 quotes for proper approval and verify expiration date
13.-Do you have an ECN where you needed to re-quote?
14.-Accounting; Explain financial analysis on Quote?

Thanks
Anerol:cfingers:

That appears to be good for the quoting process. Is that how the process works?

Yes, it is.
Thanks for your feedback.

I have some finding during the audit, I have some dobuts about followings;

Theres is a Report capacity planning in the system but this is not being used and updated in a correct way, can I call a Non conformancy against 7.2.2 c) or may be 6.3 not using resources in a appropiate way.

Also they are not classifying correctly the new part #'s as ABC cost analysis; Is something in the standard to relate this?

Please help,
Thanks in advance,!:thanx: