Streamline Your Steel Quote and Ordering Process: A Guide to Efficiency

1. Review of Your Current Process

A review of your current process, step-by-step, should be done to identify areas that lead to pain points. Requirements for the quote and ordering process should be uncovered to ensure you are provided with the information you need.

2. Clarify Your Requirements

Ensure that your quotes and orders include all necessary information:

  • Price per unit or weight
  • Material origin (e.g., Domestic, USA)
  • Part numbers listed on materials
  • Purchase order numbers
  • Job numbers

By standardizing this information, you'll reduce back-and-forth communications and potential errors.

3. Identify Key Stakeholders

Understanding who's involved in the process is crucial. On your side, this might include:

  • Engineers
  • Purchasers
  • Maintenance Managers
  • Parts Managers
  • Service Department Managers

On the supplier side, key players might be:

  • Outside sales representatives
  • Inside sales personnel

Knowing who's involved helps streamline communication and decision-making.

4. Optimize Communication Channels

Different organizations require varying levels of assistance. Consider what works best for you:

  • Phone calls for immediate clarification
  • Email for detailed information
  • Text messages for quick updates
  • On-site visits for complex projects
  • Stock programs for regular orders

Whether email, text, or phone, clear communication preferences can speed up the process significantly.

5. Provide Detailed Shipping Instructions

Save time and avoid confusion by clearly stating your shipping requirements:

  • Specific doors for delivery
  • Whether you need a forklift or crane to unload
  • Maximum lift capacity

6. Update Billing Information

Ensure the correct billing address and any specific instructions, such as email addresses for invoice delivery, are on file.

Conclusion

Understanding your steel quote and ordering process will make it as easy as possible for all parties involved. You'll be well on your way to streamlining operations and improving productivity.

Give Us a Call

With over 70 years in business, Steel Cities Steels has a strong record of providing personalized service at every point in the process: quoting, ordering, and delivery. Call on one of our seasoned professionals to help you with your next order!

Mike Anderson, VP of Sales, Tel: 219-916-3935‬, Email: manderson@scsmetals.com

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