eQuotes Overview II

Agenda  What is eQuotes?  Why eQuotes?  Process Changes  Everything You Need!

Agenda  What is eQuotes?  Why eQuotes?  Process Changes  Everything You Need!

What is eQuotes? eQuotes provides customers the ability to view and order quotes via Grainger.com (as well as a bunch of other cool stuff)

What is eQuotes…Process Overview eQuotes provides customers the ability to view and order quotes via Grainger.com Grainger Seller or Branch Al Betty

Agenda  What is eQuotes?  Why eQuotes?  Process Changes  Everything You Need!

Customer Benefits Fast notification at the time the quote is ready Immediate access to completed special order (sourcing) quotes (real time updates) Ability to place sales orders 24/7 Catalog and sourced products can be included in a single on-line order History of Special Orders in on-line Order History

Benefits… How ? Customer Notifications

Benefits… How ? Image for Opt-in version Image for Opt-out Version 9Grainger Confidential - For Internal Use Only Requestor Notifications

Customer Shopping Experience Special Order Items Screen shot of the quote search view Special Order Quote Detail Screen shot of quote detail Header Level Comments Line Level Notes

Check Out

Customer Order History

Quiz Time! What are examples of things that might come up in Orange? What types of orders won’t you see on Grainger.com? What will Sourcing be called on Grainger.com? How does the customer get all those benefits?

Agenda  What is eQuotes?  Why eQuotes?  Process Changes  Everything You Need!

Process Changes… What does this mean to me? Process changes for Sourcing Supporting the new process

Process Changes…Things to know!  Doc Flow  Data Flow  Quote Status Changes  Notes  Freight  FAQs

Process Changes…Things to know!  Doc Flow  Data Flow  Quote Status Changes  Notes  Freight  FAQs

18Grainger Confidential - For Internal Use Only Document flow for Sourcing requests can display: Original Sourcing request Request created with reference to the original sourcing request Actual order number Relevant purchase order Relevant billing documents Current State Doc Flow Image of Doc Flow

Future State Doc Flow Some Changes you may see Potential to look the same as today (Manually placed orders will still exist!) Potential to see multiple quotes per Sales Order Potential to see multiple PO’s for one vendor (if ordered off of separate quotes) Potential to see third party PO Image of future state

Doc Flow… PRACTICE! Build an order Review the doc flow

Process Changes…Things to know!  Doc Flow  Data Flow  Quote Status Changes  Notes  Freight  FAQs

Quote Sales Order Purchase Order Special Order Grainger.Com Sales OrderPurchase Order Data Flow OPT-IN FUTURE STATE: Redbook CURRENT STATE:

Process Changes…Things to know!  Doc Flow  Data Flow  Quote Status Changes  Notes  Freight  FAQs

Quote Status Changes Current State Open Quote has different meanings. Quote goes to the requestor once SS hits “send”. Future State Open Quote is visible on Grainger.Com “Info Received from vendor” will be used more often. Quote goes to the requestor once SS hits “Send”.

Process Changes…Things to know!  Doc Flow  Data Flow  Quote Status Changes  Notes  Freight  FAQs

Notes! The customer will see… SAP Quote Notes Screen G.com quote screen w/ notes

Process Changes…Things to know!  Doc Flow  Data Flow  Quote Status Changes  Notes  Freight  FAQs

Freight Current State Freight min. is $12.95 Freight is calculated for all lines on a quote Future State Freight min. is $12.95 Freight will be calculated at the line level Freight at line

Freight… Here are a few examples… EXAMPLES

Process Changes…Things to know!  Doc Flow  Data Flow  Quote Status Changes  Notes  Freight  FAQs

We Have the Answer! Q. Why does the customer’s invoice not match Grainger.com? A. These may not match because Grainger.com does not reflect any changes that are made after the order is placed. Q. Why was my customer charged $12.95 freight, when last time they ordered it, they were only charged $3.24? A. Freight is now quoted at the line level. If there are multiple lines, the freight is disbursed among the lines. Q. How will the customer know about things like order multiples or mandatory line requirements? A. Line level comments will be added by the Sourcing Specialist informing the customer of special instructions. SEE FAQ’S :eQuotes FAQseQuotes FAQs

We Have the Answer! Q. How many times can the customer order off of one quote? A. Line today, only one time. Customer can see their previous placed orders on Grainger.com, but will get a notification that they must submit a new quote to place another order for that product. Q. I need to see the quote before my customer does. How can I get this one quote to come to me first? A. Opt-in or Opt-out. This is the branches responsibility to do so. They can find this option in VA02/VA22, under the additional Data B tab. Check the boxes to Opt-In, Uncheck them to Opt-out. We Can do this, but if they are able to, put the responsibility back on them. Great teaching opportunity! Q. My customer needs to return a sourcing item they ordered off of Grainger.com. How do I do this? A. Process remains the same. The return will not appear on Grainger.com SEE FAQ’S :eQuotes FAQseQuotes FAQs 32Grainger Confidential - For Internal Use Only

Agenda  What is eQuotes?  Why eQuotes?  Process Changes  Everything You Need!

Everything you need! Postable WI’s Deployment Decks FAQs SMEs?

FEEDBACK!!!

 eQuotes Work Instructions : eQuotes FAQs eQuotes Work InstructionseQuotes FAQs  can we link to the FAQ page only? Slide 22  Note placement mapping (what transfers where? ) slide 14  Do we know what the new timeline looks like? A: After Grainger Show…  What is the difference between “Order history” and “Purchased items” on slide 7? (order level vs item level)  Will credits and/or invoicing show on G.com? – NO. G.com is a shell post-order  Will payment terms be displayed on G.com? (changed from open terms to CC, or vice-versa) (test in UAT – can customers even do this?)  Vendor min. not quoted to the customer. Quantity needs to be increased in order to fulfill order. Are these being handled the same way? FAQs – Requester contact (current state)  For overview deck, how should we address freight?  Add to our deck, “Add Radio Button” for SA Overview Required  Ask about Freight on SS deck. Single vendor check SA box  Do we know if the G.Com order will have same pattern to order # (119……)? – Need to test in UAT – FAQs (Can search in SAP?)  Can a vendor ship products from multiple Po’s to the same customer? Yes – Same as today TP QUESTIONS

 Overhead  Props: to showcase freight (ex. 2 boxes or kleenex, a shoe and a chair.) slide 17  Whiteboard/Flipchart and dry-erase markers for slides (Doc flow chart) PRESENTERS: MATERIALS NEEDED

 1/14/14: ~go through SS deck and Branch Deck to look for potential questions/new slides for Field Support ~Start HIGH-LEVEL overview Deck. ~ Continue questions Page (slide 22) TH AND AB’S AGENDA