Quotes Processed

What	Monitoring, maintaining, and managing active and completed quotes in queue.
Why	To ensure follow-up, conversion tracking, and accurate reporting of parts sales performance.
Who	Parts Manager / Wholesale Coordinator
Key Measures	Active Quote Queue                  Quote Follow-Up Rate                 Unable-to-Supply Accuracy     SRS Exception Handling                   Restricted Part Removal Accuracy     Record Completion Rate                    Weekly Conversion Reporting Rate	≤ 5 pending  100% follow-up  100% accurate  100% compliance 100% accurate ≥ 98% complete 100% weekly reporting

STEPS TO QUOTES PROCESSED

Step 1: Track Quote Queue

• Review PartsTrader dashboard.

Goal: Maintain daily visibility of pending quotes.

Example:

• “5 quotes pending submission.”

Step 2: Follow Up Unprocessed Quotes

• Call or email customers for pending responses.

Goal: Reduce open quote backlog.

Example:

• “Follow-up on quote Q12345 – no feedback.”

Step 3: Manage Unable-to-Supply

• Use ‘Submit Quote as Unable to Supply’.

Goal: Flag restricted or unavailable deliveries.

Example:

• “San Jose address – mark as UTS.”

Step 4: Handle SRS Parts

• Add comment “SRS part no longer available”.

Goal: Manage exceptions for SRS items.

Example:

• “Airbag module – unavailable.”

Step 5: Remove Restricted Parts

• Delete trunk beds, full car seats manually.

Goal: Exclude non-processable parts.

Example:

• “Remove pickup bed PN: 93512JK0A.

Step 6: Update Records

• Record completion date and SO#.

Goal: Maintain logs of processed quotes.

Example:

• “Quote Q12345 → SO#3456.”

Step 7: Report Perferomance

• Submit weekly metrics to manager.

Goal: Track KPIs and conversion stats.

Example:

• “This week: 42 quotes, 39 converted (93%).”