PROFD14 - Provide quotes to customers

 

Overview

This standard covers the skills and knowledge required to provide prices to clients for the supply of fitted furniture products and services. Provision can include quotations in a number of formats:

•          verbal and written quotations

•          catalogues and price lists

•          electronic media including email

 

Outcomes


Performance Criteria


You must be able to:   

1.         gather data required to prepare quotation from available sources

2.         obtain quotations/prices for any products to be provided by others

3.         obtain quotations/prices for any services to be provided by sub-contractors

4.         calculate costs and prices in accordance with company operating procedures

5.         record calculations in accordance with company operating procedures and company documentation

6.         establish the appropriate selling price in accordance with company operating procedures

7.         identify any unique selling points (USP) with regard to your company or programme design and note these in accordance with the quotation requirements

8.         produce quotation in a format required by company procedures    

 

Knowledge & Understanding


You need to know and understand:

1.         the company procedures relevant to the preparation, production and presentation of quotations 

2.         where data can be obtained and what other sources are available

3.         products are provided by others

4.         how product quotes supplied by others should be obtained

5.         services provided by sub-contractors

6.         how service quotes supplied by sub-contractors should be obtained

7.         how to use company operating procedures to produce costs and prices

8.         company operating procedures and documentation used

9.         supporting documentation available, and when and how to use it

10.       where to obtain any supporting documentation required

11.       unique selling points for the product/service to be provided

12.       how to present any unique selling points