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Notebook · Work with Clients, Suppliers, and Partners

Work with clients, suppliers, and partners

Seven chapters on both sides of the counter, ask Imprenta Moreno for a quote on Álvaro’s recommendation, send Distribuidora Kantuta the cotización promised back in Notebook 1, lock the adelanto and payment terms in writing, recognize factura, recibo, and NIT with contador routing only, coordinate delivery day over WhatsApp, handle a smudged-catalog problem without breaking either relationship, and keep the client warm long after the invoice.

Everything ready for the handshake ✎
  1. You ask the supplier for a quote

    Start with Álvaro’s referral to Imprenta Moreno: write the opening message, state the specs for 500 catálogos, and decode a real Bolivian cotización, c/u, IVA incluido, validez, días hábiles, before committing on the spot.

  2. Ask for a quoteYou are here

    Write to Imprenta Moreno on Álvaro’s recommendation and ask for a quote on 500 catalogs.

    Start chapter 1
  3. Give your quote

    Send Distribuidora Kantuta the cotización you promised, and hold the line on a rebaja ask.

  4. Payment and terms

    Lock the adelanto and payment method in writing, then confirm the comprobante and start the job.

  5. Factura, recibo, NIT

    Recognize factura, recibo, and NIT fields, and answer Don Miguel’s factura request the seller-safe way.

  6. Delivery day

    Coordinate delivery day with Álvaro over WhatsApp and hand over the catalogs and the digital extra.

  7. Handle a problem

    Handle the smudged-catalog problem from both sides of the counter, supplier and client.

  8. Keep clients warm

    Close the notebook: thank the client, accept the casero compliment, and finally repay Daniela’s referral.

  9. The client stays warm after the invoice

    After the catalogs are delivered and the saldo is paid, close the loop: accept Don Miguel’s casero compliment, make one pressure-free referral ask, keep a low-key maintenance rhythm, and send Daniela the message that finally repays her first referral.