TEST MODE until 01/10/2026. Emails go to Cameron only. Ilze and the reps are not emailed.
1
Who is asking?
Tap your own name
Only sales technicians can send this form. If your name is missing, ask Cameron.
2
Which customer?
Type at least two letters of the name, then tap it
Only customers under one of the five arrangements are listed, each with its customer type. Not in the list = Ad Hoc: nothing is included, quote as normal in Odoo.
Why is a customer missing?
Only customers that have one of the five chemical arrangements from the master list: SLA, Forward PO, Unsigned SLA, PO on Delivery or PO on Quote. The sixth type, Ad Hoc, is not listed: those customers have nothing included, so quote them as normal in Odoo. It also shows only the sites that are in the arrangement, and only the chemicals included at that site, with how much is used and left this month. Anything else must be quoted as normal in Odoo.
3
Which site?
The plant or address the chemicals must be delivered to
Only the sites that are in this customer's arrangement are shown. If a site you need is missing, it is not in the arrangement: quote it as normal in Odoo. After you pick, the card below shows what is included at that site.
4
Which chemicals, and how much?
One line per chemical. The answer shows under each line.
Only chemicals included at this site can be picked. Type the quantity in the unit shown.
Why is more than the allowance needed?Required
At least one chemical is over this month's allowance. Ilze still loads all of it. Stiani and Cameron get your answer.
5
When is it needed, and anything else?
Needed by is required
Needed byRequired
Tap to open the calendar. The earliest date is 1 business day after today. Weekends and public holidays cannot be picked.
Notes for IlzeOptional
Anything Ilze or the driver should know: who asked, where to drop it off, how urgent it is.
