Overview
The OSS (Order Support Specialist) team is a valuable resource for Sales. OSS can assist with:
First-level review of deals before documentation is sent.
Document creation on behalf of Sales, either to return to the Sales Rep or send directly to the customer.
Using OSS ensures accuracy, efficiency, and a smoother customer experience.
Steps to Engage OSS
Step 1: Complete the Proposal in Preo
Ensure the proposal is fully completed in Preo.
All deal details must be accurate and finalized before submission.
Step 2: Add Instructions in the Order Processing Notes
Clearly state your preference:
Option A: OSS to create the documents and send them back to the Sales Rep.
Option B: OSS to create the documents and send them directly to the customer.
Be specific and concise to avoid delays.
Step 3: Submit the Proposal
Once the proposal is complete and notes are added, submit it in Preo.
OSS will begin processing based on the instructions provided.
Best Practices
Use OSS: Engage OSS for a first-level review before sending documents to ensure compliance and accuracy.
Be clear in your notes: Ambiguity can lead to delays or miscommunication.
Follow up if needed: If you have a tight deadline, communicate with OSS after submission to confirm timelines. OSS is unable to advise/assist on documentation until the deal is submitted.