AsiaCore360
Illustrative example · Fictional business, documents and figures
https://asiacore360.com/resources/recurring-work-problem

Price-source check before sending a quote
Completed fictional example · Proposed revised sheet

Quotation / item / quantity
Example Q-014 / A-104 / 10

Authorised source
Shared price list v7, confirmed by the manager in this example

Discrepancy found
The desktop v5 list and old template show S$18; the authorised v7 list shows S$20.

Draft correction
Use S$20 per item: 10 × S$20 = S$200 before any approved discount or tax.

Discount decision role
Sales manager, in this fictional example

Exception / approval reference
A discount is requested outside the staff member’s agreed authority. No approval reference yet.

HOLD — request an authorised decision before sending.
Record the decision and approval reference, then update and recheck the draft. Also hold if the authorised source is missing or unclear.

This sample checks the price source and exception route only. It is not a complete quotation approval checklist. The figures and authority arrangements are fictional; agree your own requirements before using it.

First, the manager confirms the authorised price list, removes outdated copies from routine use and clarifies who can decide exceptions. The revised preparation sheet then records the source and any unresolved discrepancy.

Try five fresh quotations. Learn what still gets in the way.
This is a proposed first trial, not a report of results. Once the source and authority are clear, ask the team to use the revised check on five new quotations.

Check each case
Was the authorised source clear? Did the copied price match it? Was any exception resolved by someone with authority?

Record the outcome
Record the case reference, checks passed, errors or holds, clarification needed and the next correction. Avoid unnecessary personal details.

Review with the people doing the work
Keep what helped. Adjust what was confusing or impractical. Stop or redesign the check if it adds work without helping.

Five cases can reveal usability problems. They cannot establish lasting improvement or justify a savings claim. No client or trial results are claimed on this page.

Trial case 1
Case reference:
Authorised source clear?
Copied price matched the source?
Exception / hold / authorised decision:
Clarification needed:
Next correction:

Trial case 2
Case reference:
Authorised source clear?
Copied price matched the source?
Exception / hold / authorised decision:
Clarification needed:
Next correction:

Trial case 3
Case reference:
Authorised source clear?
Copied price matched the source?
Exception / hold / authorised decision:
Clarification needed:
Next correction:

Trial case 4
Case reference:
Authorised source clear?
Copied price matched the source?
Exception / hold / authorised decision:
Clarification needed:
Next correction:

Trial case 5
Case reference:
Authorised source clear?
Copied price matched the source?
Exception / hold / authorised decision:
Clarification needed:
Next correction:

Please do not include employee, customer or confidential business records in this first message. If records are needed later, we will agree what is necessary, who may receive them and how they will be handled.

Discuss one recurring work problem
Scope, participants, timing and fee are agreed before work begins. Broader implementation, software development, multiple departments or specialist advice require separate agreement. An enquiry is not a booking or purchase.
chekwee@asiacore360.com