Sample Process Definition

Ape-X Industrial Solutions Inc.
Process Definition: Sales

Rev.0
Process Definition:
SALES
1. SUMMARY
1.1. This document defines the Sales process in detail.
1.2. The relationship between this process and the other processes within the Ape-X management
system is illustrated in the process flow map included in the [Quality Manual Doc Title].
2. REVISION AND APPROVAL
Rev.
Date
1 August 2015
Nature of Changes
Original issue.
Approved By
Gen. Urko
3. PROCESS DEFINITION
3.1.
The purpose of the Sales process is to generate new business, and convert customer
requirements into executable sales orders which can be passed onto production.
4. PROCESS OBJECTIVES AND METRICS

4.1.
Process objectives for this process are defined in records of management review; see the
documented procedure Management Review.
4.2.
In addition, each objective has at least one metric (or KPI) with which management can
measure the effectiveness of the process. These are also defined in records of management
review.
5. PROCESS OWNERS AND RESPONSIBLE PARTIES

5.1.
The owner of this process is the Director of Sales.
5.2.
The Sales Team will ensure proper fulfillment of the requirements of this process.
5.3.
The CEO will ensure proper resources are provided for this process.
6. TYPICAL PROCESS INPUTS

6.1.
The typical required inputs for this process are:
6.1.1. Technical information needed:
Customer requirements
Statutory and regulatory requirements
Site survey results
6.1.2. Resources needed:
Page 1 of 4

Rev.0
SharePoint access to site survey data
6.1.3. Personnel needed:
Sales department staff
6.1.4. Special training needed:
No special training required
7. TYPICAL PROCESS STEPS

INPUTS
Customer RFQ
INPUTS
Standard Product
List
Sales reviews RFQ to see if required product is on Standard Product List.
Standard Product
Nonstandard Product
Quote / proposal is generated. Submitted to

Sales Manager for review.
NO
Revise.
Quote / proposal is generated.

Submitted to Sales Manager, VP
Operations and VP Engineering for
review.
OK?
YES
Revise.
NO
OK?
YES
The quote and DII Terms and Conditions are sent

to customer via email or fax.
Review and approvals indicated on

Nonstandard Quote Review form.
a
Page 2 of 4

Rev.0
From customer:
o
o
Purchase order
Written order from
customer
INPUTS
Nonstandard Product
Standard Product
SOW compared against Purchase Order.
SOW compared against Purchase Order.
Sales completes and signs off Sales Order

Worksheet (SOW). This captures order details
and customer requirements beyond which are
included on customer PO or contract.
Sales completes Sales Order Worksheet

(SOW). This captures order details and
customer requirements beyond which are
included on customer PO or contract.
Order is entered into MRP.
SOW submitted to Operations and Engineering

for review.
Inside Sales notifies Production Control that a

new order is in queue.
Resolve; return
to appropriate
step in process.
NO
OK?
YES
Production control reviews inventory, capacity,

training levels, equipment, etc.
Sales, Operations and Engineering all sign off

SOW.
Production control adds promise date to order
and sales submits Order Acknowledgement to
customer.
Negotiate.
NO
Customer
approves?
YES
OUTPUTS
o
o
MRP Order info

Sales Order
Worksheet
Standard Product
Nonstandard Product
PRODUCTION
PROJECT
MANAGEMENT
Page 3 of 4

Rev.0
8. TYPICAL PROCESS OUTPUTS

8.1.
The typical results (outputs) of the process are as follows:
8.1.1. Product produced:
Finished sales order
8.1.2. Documents or technical information produced:
Verified site survey
8.1.3. Records produced:
Nonstandard Quote Review
Contract
SOW
Banana order
8.1.4. Services produced:
N/A
9. RELATED RISKS
9.1.
The following risks are identified related to this process.
9.2.
Management may elect to conduct a formal risk assessment for any of these risks; the
preferred method of risk assessment is indicated herein.
Risk
Likelihood Severity
Assessment
Method
Mitigation
(if applicable)
Poor contract review results in

acceptance of terms we cannot
meet
Site survey data is hosed up
Pricing fluctuations between
time of quote and time of
contract
Low
Moderate
N /A
Renegotiate with
customer.
Moderate
Moderate
High
Low
Conduct FMEA
N/A
See FMEA results

If within +/- 10%, absorb
difference. If outside of
this range, renegotiate.
Page 4 of 4

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Ape-X Industrial Solutions Inc.

Process Definition: Sales

4. PROCESS OBJECTIVES AND METRICS

5. PROCESS OWNERS AND RESPONSIBLE PARTIES

The owner of this process is the Director of Sales.

6. TYPICAL PROCESS INPUTS

The typical required inputs for this process are:

6.1.1. Technical information needed:

Statutory and regulatory requirements

Site survey results

6.1.2. Resources needed:

Ape-X Industrial Solutions Inc.

SharePoint access to site survey data

6.1.3. Personnel needed:

Sales department staff

6.1.4. Special training needed:

No special training required

7. TYPICAL PROCESS STEPS

Sales reviews RFQ to see if required product is on Standard Product List.

Quote / proposal is generated. Submitted to

Quote / proposal is generated.

The quote and DII Terms and Conditions are sent

Review and approvals indicated on

Ape-X Industrial Solutions Inc.

SOW compared against Purchase Order.

SOW compared against Purchase Order.

Sales completes and signs off Sales Order

Sales completes Sales Order Worksheet

Order is entered into MRP.

SOW submitted to Operations and Engineering

Inside Sales notifies Production Control that a

Production control reviews inventory, capacity,

Sales, Operations and Engineering all sign off

MRP Order info

Ape-X Industrial Solutions Inc.

8. TYPICAL PROCESS OUTPUTS

The typical results (outputs) of the process are as follows:

8.1.1. Product produced:

Finished sales order

8.1.2. Documents or technical information produced:

Verified site survey

8.1.3. Records produced:

Nonstandard Quote Review

8.1.4. Services produced:

The following risks are identified related to this process.

Poor contract review results in

See FMEA results

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