Hello,
This is my first post although I have been reading & learning here since April, '04. I really appreciate all the responses and detailed help!
I was hired to compile and write the documents for a small company's 9001k:2k QMS. So far, I have created all the Tier 3 docs and forms, etc. - they bought a consultant's Quality and Procedures Manual, which I have had to rewrite as it was extremely lame.
The latest question I have is how much of the Sales process should be included? I have created a Sales Process Flowchart, and intend to control the Representative Agreement, the Non-disclosure Agreement regarding Technology and Applications, the Distributor Agreement, the Sales Quote (and Log), and the Sales Order. From here on in the process, I have completed all other necessary documents, give or take a few.
Can anyone tell me or point me to info on how to interpret 7.2.1 - 7.2.3 in relation to my above intent? At issue is the CEO who doesn't think any of the up-front stuff needs to be included - he thinks it should begin from when the Order is received.
Thanks,
Arlie

Hello Arlie, and welcome among the posters :bigwave: Good first one btw...


The latest question I have is how much of the Sales process should be included? I have created a Sales Process FlowchartWould it be possible for us to have a look at it? That would make it a lot easier to provide good advice.
At issue is the CEO who doesn't think any of the up-front stuff needs to be included - he thinks it should begin from when the Order is received.I would definitely start the flow before the order is recieved. How you offer what to the customer is just as important as how you decide wether to accept the order or not.

/Claes

The latest question I have is how much of the Sales process should be included? I have created a Sales Process Flowchart, and intend to control the Representative Agreement, the Non-disclosure Agreement regarding Technology and Applications, the Distributor Agreement, the Sales Quote (and Log), and the Sales Order. From here on in the process, I have completed all other necessary documents, give or take a few.
Can anyone tell me or point me to info on how to interpret 7.2.1 - 7.2.3 in relation to my above intent? At issue is the CEO who doesn't think any of the up-front stuff needs to be included - he thinks it should begin from when the Order is received.
Thanks,
Arlie
Hi Arlie:

I don't think you need to control the Representative Agreement or the Non-disclosure agreement". Although, they are legal records they are not Quality records (they don't affect the product and are not customer related). The Sales Quote and Log are Quality records as well as the Sales Order and the forms should be controlled.

Thanks, and see the flowchart attached to my original message.