ESource Help and Step-by-Step Instructions for Honeywell Suppliers.

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Presentation transcript:

eSource Help and Step-by-Step Instructions for Honeywell Suppliers

2HONEYWELL - CONFIDENTIAL File Number Welcome to Honeywell eSource You’ve received this presentation because you have received or will receive in the future, an invitation to participate in an eSourcing event for Honeywell International. This presentation is designed to help you get logged in, provide you with: - Directions to get to the help guides available in the tool - Introduce you to the basics of responding to an RFx or Auction. For specific questions regarding your event, please contact the event owner. You may also reach out to Hubwoo Support with general functionality questions. Contact Hubwoo at: (USA) (Switzerland) (United Kingdom) (India) (China) - Or

3HONEYWELL - CONFIDENTIAL File Number Access the Honeywell eSource Log In Screen Use the link provided in the invitation to access the log in screen Enter your username and password as provided to you in your welcome Forget your password? Click the link to reset your password. Important – Use the Internet Explorer browser ONLY, not Firefox, Mozilla, etc. You can download it for free if needed.

4HONEYWELL - CONFIDENTIAL File Number Your Supplier Workbench Most of the vital information and help you need can be accessed from the top of the Workbench. Three Support Options Online Help Tech Support Online Training Current Events to which you have been invited will be reflected in your ‘To Do’ list

5HONEYWELL - CONFIDENTIAL File Number Your Supplier Workbench Your active events are also listed in the lower middle section of your workbench page.

6HONEYWELL - CONFIDENTIAL File Number Online Training Clicking the Online Training link under the Support Options section of your workbench will get you to the following table of contents for training options.

7HONEYWELL - CONFIDENTIAL File Number Online Training Click the links to cover the material you wish to learn… Click on the event type you’ve been invited to in order to find training specific to that type of event

8HONEYWELL - CONFIDENTIAL File Number Help Guide Clicking the help link under Tech Support and Training will open an additional help file pictured below. Answers to most questions can be found in the ‘Help’ Guide. Use the Search feature to search for specific answers.

9HONEYWELL - CONFIDENTIAL File Number Responding to an Event To respond to an RFx or Auction, click on the appropriate link in your ‘To Do List’ Then on the next page select the event your are trying to access by name from the list that appears. On the next page, the summary page, click the link under RFx Response in order to respond to the RFx.

10HONEYWELL - CONFIDENTIAL File Number RFx Response View Work your way through the tabs from left to right.

11HONEYWELL - CONFIDENTIAL File Number RFx Response Menu Click on the menu items to see the options. Create a PDF of the RFx which contains all event details and can be ed to others in your organization. View RFx Attachments or upload requested attachments. Use the discussions tool to ask questions about the event or see answers to others’ questions. View and change phases. You’ll use this in order to submit your response to the buyer.

12HONEYWELL - CONFIDENTIAL File Number Responding to an RFx The Schedule tab is where you’ll find event relevant dates. The Information tab is where you’ll find specific information about the RFx package. Click on the individual links to see the content of each section.

13HONEYWELL - CONFIDENTIAL File Number Responding to RFx Questions On the Questions tab, click the link for each set (section) of questions Answer the questions and then click on the Save button

14HONEYWELL - CONFIDENTIAL File Number Responding to Line Items Enter your price for any line items and then click the Save button.

15HONEYWELL - CONFIDENTIAL File Number How to submit your bid When you’re ready to submit your response, click on the ‘Phase’ button.

16HONEYWELL - CONFIDENTIAL File Number How to submit your ‘preliminary bid’ Choose ‘Preliminary’ when you are ready to submit your bid. You must then click ‘OK’. (Note – some events do not have a preliminary stage so follow the instructions for submitting a firm response) The ‘Preliminary’ phase means your bid has been submitted but you may change back to ‘In Progress’ if you need to make changes before the deadline.

17HONEYWELL - CONFIDENTIAL File Number ‘Preliminary’ continued You will be asked to confirm you want to change phases, then click ‘OK’. Once the ‘preliminary’ box turns light blue you have successfully changed your response. Click ‘OK’ Note the new ‘Phase’ is reflected on your menu. Finally, ‘Save’ your work after you change your phase.

18HONEYWELL - CONFIDENTIAL File Number How to submit your ‘firm bid’ Choose ‘Firm’ when you are ready to submit your firm bid. You must then click ‘OK’. The ‘Firm’ phase means your bid has been submitted and you will not be able to make further changes.

19HONEYWELL - CONFIDENTIAL File Number ‘Firm’ continued You will be asked to confirm you want to change phases, then click ‘OK’. Once the ‘Firm’ box turns dark blue you have successfully changed your response. Click ‘OK’ Note the new ‘Phase’ is reflected on your menu.

Auction Specific Instructions

21HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Log in and view the Workbench just as you would do for an RFx event. Upcoming scheduled auctions will can be found by clicking the ‘Auctions Scheduled’ link above.

22HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Actively open auctions or auctions in ‘Pre-Bid’ will show up in the ‘Events’ window on your Workbench. Click on the link to access the auction.

23HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Once in the auction, if required, click on the ‘Confirm Participation’ button to participate. Or you may decline.

24HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Before the auction begins, work your way through the tabs from left to right to find any information relevant to the bidding event. Finally, click on the ‘Bidding’ tab in order to begin placing your bids.

25HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Check the box in front of the line item(s) you wish to bid on and click the ‘Bid on Selected Items’ button.

26HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Type your bid here and click the ‘Next’ button.

27HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Confirm that your bid is correct, then click the ‘Place Bid’ button.

28HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Your bid was placed successfully. Notice the current phase is Pre-Bid with 17 seconds left until open.

29HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Once the status changes to open, you may also see your current rank on the line item if rank is being shown in your auction.

30HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Review all of the information available to you on this screen.

31HONEYWELL - CONFIDENTIAL File Number Bidding in an Auction Use the Message board like an instant messenger to communicate with the buyer.