How to Quote a Fire Truck

purchasing process:

Providing a Quote to buy a Fire Truck:

Providing a quote to buy a fire truck Is arguably the most Important single action take at Brindlee Mountain Fire Apparatus. It Is key to the mission we seek to serve In the Industry, which Is to provide an easy and fair liquidation point for used fire trucks for the new manufacturers and dealers, and It Is required for us to sell fire trucks, which Is the main driver of profitability at the company.

In building a business, removing judgement from a situation as much as possible, quantifying as much as possible the perceived "secret sauce" or "superpower" that businesses have the perception to own, allows for a more scalable, repeatable, and fair business process.

To that end, Brindlee Mountain Fire has developed the following process to be taken when It Is time to provide a quote to buy a fire truck. This does not speak as to how a Purchase rep receives the request to quote the fire truck; that is discussed here in the Inquiry Management Wiki. Nor does this discuss how to enter link to Purchasing Opp Building, or how a Purchase Representative manages total leads, or what follow up requirements exist following the quote. Those Items are covered enter link to Purchasing Rep Lead Management. Rather, this discusses only the process by which the decision of the price Is made.

Watch this video below for a description from Billy about how to take a truck from quote request to pricing:

Once the decision has been made of how to quote the truck for, we need to send the actual quote to the Fire Department or dealer request It. This Is done using the Truck Quote Dealer Commission object, and using the Quote Terms object In Salesforce, attached to the Purchase opportunity. Watch the video below where Billy shows this process In action.

How to Create a PUrchase Quote for E-signature using conga

Default Text to paste into Purchase Quotes for opportunities created prior to August 23, 2024:

Seller represents and warrants that the description, condition, and specifications of the Apparatus provided to BMFA are true and correct. Any Apparatus with a light tower must be fully functional unless other provisions are agreed upon with BMFA.

Seller represents and warrants that all prior damage of any type (including but not limited to collision, fire, and flood) has been disclosed to BMFA prior to Seller's acceptance of this offer. Seller shall immediately disclose to BMFA any damage to the Apparatus occurring after Seller's acceptance of this offer. In the event of such damage, at BMFA's option the purchase price of the Apparatus shall be adjusted downward to account for such damage and Seller and BMFA shall negotiate in good faith to determine the amount of such purchase price adjustment.

Prior to payment of the purchase price by BMFA, Seller shall provide BMFA with a copy of the title (or in the circumstance set forth below the manufacturer's statement of origin or certificate of origin ("MSO or MCO") of the Apparatus reflecting the Seller as the owner of the Apparatus. Seller represents and warrants that the Apparatus will be sold to BMFA free and clear of any liens or other encumbrances. Seller shall deliver the vehicle title for the Apparatus, free of all liens, to BMFA within ten (10) days after final payment by BMFA. An MSO or MCO is acceptable only from original vehicle manufacturer and is not considered as proof of ownership from the Seller except when the state in which the purchaser is located does not require registration or title on emergency vehicles and a copy of that state's current law or statute clearly stating the exemption is provided by Seller with the MSO or MCO.

The apparatus must be completely drained of water and foam prior to shipment or being stored outside prior to shipment. To effectively drain the truck of water, remove all caps and plugs (store on the truck in a compartment), open all intake/discharge valves halfway, and open all drain valves to include the pump cooler and auxiliary cooler. Failure to drain all water from the truck prior to shipment could result in damage to the fire apparatus and corresponding repairs will be performed at the expense of the seller. Any foam agent left on the apparatus will be properly removed and disposed of according to current safety and environmental standards at the expense of the seller.

BMFA’s obligation to purchase the Apparatus is contingent upon Seller’s representations and warranties hereunder being true and correct and Seller’s performance of its obligations hereunder. In the event Seller’s representations and warranties hereunder are not true and correct or Seller does not perform its obligations hereunder, at BMFA’s option the purchase price of the Apparatus shall be adjusted downward to account for such matters and Seller and BMFA shall negotiate in good faith to determine the amount of such purchase price adjustment. BMFA’s remedies set forth herein are in addition to any and all other rights and remedies that may be available to BMFA at law, at equity or otherwise.

This offer shall be governed by, construed, and enforced in accordance with the laws of Alabama. The undersigned by execution and delivery of this Agreement do hereby submit to the exclusive jurisdiction and venue of the state and federal courts of Marshall County, Alabama.

how to buy a fire truck - mark the opportunity closed-won in salesforce

To mark a buy opportunity closed - won, certain fields (name of contact, purchase price, availability date, thoughts about purchase, status, location, etc.) must be completed at the opportunity level. Trying to complete the process without completing those fields will result in pop-up reminders showing which ones have not been completed. Once the requisite opportunity levels are complete, the opportunity can be closed-won. The trigger for this is switching the TQDC status from "Quoted" to "Awarded." "Awarded" indicates we have a done deal to purchase a fire truck (thus the creation of an inventory unit). Similar to the required opportunity fields, there are items at the Quote Terms level that must be complete.

how to request that payment be sent out for a closed-won purchase-buy opp when it is time to pay for the product

After we have marked a Purchasing - Buy opp Closed - Won, the time will come when we receive notification that the truck Is ready to be paid for and picked up. This process Is managed by the Contract Fulfillment Position at Brindlee.

Within the Purchasing - Buy Opp, there are several fields required to contain Information prior to request payment being made for the truck; these fields are Intended to provide Finance with all Information needed to proceed with making the payment In an accurate and safe manner. That Information Includes:

payment Instructions
confirmation of aerial test and pump test requirements
confirming we have the accurate purchase price listed In the opp and product
- *** If paying for only a portion of the truck, the total purchase price should be Included In the purchase price field, then Instructions should be given In the explanation of field of how much we are actually paying In that submission request.
confirming the release date Is within agreed upon quote terms
confirming the correct contacts at the department / seller for 1) title, 2) truck pickup, 3) wire Instruction confirmation.
confirming any other terms on the quote term

Watch a video below of an example of how this process works.

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