Quoting process

The quoting process represents the standard procedure for creating an offer. It begins with the presence of a specific customer request including the specification sheet and ends with the completed offer.

The aim is to develop a solution that corresponds as closely as possible to the customer's defined and undefined requirements. At the same time, legal and financial risks for ARTS are to be limited.

• Responsibility: Project Manager

• The customer's specification sheet is checked for feasibility. A technical and an economic feasibility analysis is carried out for this.

• Based on the feasibility analysis, a risk assessment for the potential project is made and a recommendation is made.

• It is important to ensure that project payments in a currency other than the euro are avoided.

• Responsibility: Management 

• The suitability of the project for ARTS Solutions is measured using the following criteria:

• • Calculated contribution margin> 20%

  • Technical feasibility given

  • The project is within the competence of ARTS Solutions or can be procured externally.

  • Human resources available

• If the potential project is suitable for ARTS Solutions, an internal kick-off will be carried out.

• If the potential project is not suitable for ARTS Solutions, the management takes over responsibility.

• Responsibility: Management 

• The project request is passed on to the ARTS Group and thus leaves the area of ​​responsibility of ARTS Solutions.
  

• Responsibility: Project Manager

• An internal kick-off will be carried out. There is a detailed discussion of the customer request. Further participants in the meeting will be selected according to technical and organizational criteria.
  

• Responsibility: Project Manager

• The technical specification sheet for the project is created based on the customer's requirements. A special aspect in the creation is the integration of the project into the structures of the customer (QM, production location, etc.).
  

• Responsibility: Project Manager

• A project calculation is made on the basis of the specification sheet (see form).
  

• Responsibility: Project Manager

• The project manager discusses the developed documents with legal, marketing and, if necessary, technical staff.

• The feedback received is incorporated.

• Responsibility: Project Manager

• All developed documents (specification and calculation) are brought together and the offer is formulated. The offer is structured individually and according to the requirements of the customer.

• Depending on the customer's requirements, there can be a division into a technical and an economic offer.

• Responsibility: Project Manager

• A final feedback loop is carried out from a technical and organizational point of view.

• The feedback is incorporated. The finished offer is now created.