Review the P.O. for the following 

• Correct ZEISS name and address 
• Payment Terms maximum Net 60
• P.O. and Quote totals match

Save the P.O. Z Drive per quote naming convention.

It’s helpful to have the first SMA start date and/or first calibration due date handy. 

Open quote - Click Edit 

• Enter P.O. number into the Quote 
• Confirm start date for accuracy- usually the first date of the SMA renewal
• Confirm parties involved 
  • Check for service Contact in parties involved
  • List the SMA contact person
• Check items for component numbers
• Add the quote and PO attachments
• Make an Internal Note including:
  • SMA start date
  • SMA contact(s)
  • Who the order confirmations should go to
    • Yourself usually and any contacts at the customer
• Change the status to “Start Approval” and then to “Order Received”

Create TASKs for other departments

• Be sure the task is marked “Order”
• Include the responsible team as applicable
• Include the due date (SMA start, first calibration due date)
• Add any notes that may be helpful to the person processing the order

Send a thank you email to the customer with expectations for subsequent communication.