Where does the enquiry go next?

Use this illustrative worksheet to prepare a website or workflow project. It describes a fictional supplier request, not a completed client project.

1. The customer needs a quotation

   Record the product reference, quantity, destination and question the customer is trying to answer. Decide which details are needed now and which can wait for a reply.

2. A person reviews it

   Name the responsible role and the tool where they see the request. Write the next action in ordinary language: ask for a specification, confirm availability or decline work outside the business's scope.

3. The record moves

   List every copy made into a spreadsheet, CRM or email. Identify the reference that keeps these copies connected. Decide what staff do if a connection is unavailable.

4. The customer gets an answer

   Record the reply channel, language and information that should accompany it. A request has not become an accepted order merely because a form was sent.

Try an invented record

Use product DEMO-014, quantity 12 and a fictional company. Follow the request through your proposed workflow. Can the next colleague identify the product, contact and decision without asking someone to forward the original message?

Official references for professional questions

The Central Bank of Bosnia and Herzegovina and Indirect Taxation Authority are starting points for currency, tax and customs questions. The published 2025 personal data protection law should be interpreted by a qualified adviser for your circumstances. We can describe a technical data flow; we do not determine your legal obligations.

Explore the practical development notes or discuss this workflow.