1. Training Documentation – Replacing GSPR with RFQ 2.0

2. RFQ 2.0: What is Changing
RFQ has been enhanced to allow for a more stream lined self service experience.
The new version of RFQ will have all of the same features that it has had in the past, but with increased flexibility and more functionality.
The new look of RFQ will allow consistency for those submit QTE types, and other special price requests.
New requests will now be assigned a quote reference number for tracking purposes and once completed a Price Agreement Number will be provided.

3. Getting Started: RFQ 2.0
RFQ 2.0 is available at under My Account.

4. RFQ2.0 Entry Screen Enter your account number This is the new
screen for both
Quote Inquiry and
to Request A
Quote

5. Quote Inquiry The screen allows you to search on various requirements:
Specifics
Request type
Status
A specific date
You still have the
availability to export
your requests
to excel

6. Quote Inquiry Many of the screens will have a box with a ? These are
pop-up boxes
to help explain
information
you will see
when you
click on
these areas.

7. Quote Inquiry There is also a Advanced Search. Here you can enter
the dates
you are searching for
or the POS customer.
Again ? will provide
information and help

8. Request A Quote To Request a Quote, click on
The “Request A Quote” tab.
Here you will be able to
request either a standard
quotation or a special price
request.
Each type of request will
provide a ? with a definition
of that request.
Press Continue …

9. Ex: Request a Meet Competitive Price Request
If you are entering a Meet Competitive price request, select the MCP. The ? Help will
tell you what type of price this is requesting.
Press the Continue button to proceed to the data entry screen.

10. RFQ 2.0 Quote Entry: Wizard
A progress Wizard has been added to RFQ This will allow users to see the progress of their quote entry. The Steps of the Wizard are shown below:
Each area is designed to allow users to input specific information as needed.
As users progress further into their quote, progress will be mapped on the wizard.

11. Request Tab The first tab will auto-fill your name, phone and fax
information.
If the ship-to address is
not correct, select the
“Change Ship-to Address”.
A screen appears
showing the possible Ship-to
Addresses available.
You can change the manner
in which you are contacted
under the “Contact By:”
If your phone number has
changed, you may
update this information
in your profile.
Press Continue…

12. Customer Information Tab
The system now
takes you to the
second tab where
you will enter your
POS and End
Customer
information
BOTH FIELDS
MUST BE
COMPLETED
BEFORE YOU
CONTINUE!

13. Customer Information Tab
Here you enter your POS
Customer. If you do not
have the address, click
on the Search button to
show all available addresses
for that account.

14. Customer Information Tab - Account Information
Select the correct
location for the
account.
Press “Select”
This information
will now be
transferred to
the POS
Customer
information.

15. Customer Information Tab
The location you
selected will now be
shown under your
POS Customer
information.

16. Customer Information Tab – Add a POS Customer

17. Customer Information Tab
The END Customer
box is similar to
the POS Customer
information.
Add your End
Customer
and click search if
you need location

18. Customer Information Tab – Account Information
Available information
for the customer
will appear.
Select the correct
information and
hit Select.
The data will
then appear in the
Customer information
field.

19. Customer Information Tab
Now you have both the
POS and End Customer
information completed.
If your POS and END
Customer are the same,
you can use the Check
Box. This will put the
same POS information
into the End Customer
information area.
WARNING: Only copy the POS
data to the END Customer field
if this is really the case.
Incorrect data will have a
negative impact on your
request.

20. Quote Information Tab The next tab is the Quote Information tab.
Currency will default to
EUR for EMEA.
Click on the ? For
information or
explanations.

21. Quote Information Tab Information on this screen is not mandatory but
will help you track your
information by either a
reference number,
a project name or
project description.
Comments can be added
that you wish
to have on
your quotation.
As well as additional
recipients of the final
quotation.
Click Continue….

22. Add Parts Tab On this screen you will be able to add the parts
you wish to have quoted.
Parts can be added in
bulk, spreadsheet or on
a part by part basis.
A new feature is the “Paste
In a Part Number List”. Here
You can add up to 50 parts
Parts can be validated to
ensure they are accurate
and active TE part numbers

23. Add Parts Tab You can also add one part number at a time.
Areas in RED must be completed
or you can not continue.

24. Add Parts Tab The system will identify for you if you have
entered data with errors.
A RED ! will appear in
the block with the error
and the system will not
let you continue until the
error is fixed.
In this example no
competitive data was
entered.

25. Add Parts Tab Once you have corrected your errors you can
validate the part.
All ! will be removed
and you can now continue. OR
If you wish to add more parts
click the “Add More Parts”
button and continue
the same process.

26. Add Parts Tab The system will also alert you if you have a active
quote under this
account in the
system already.
After reviewing
all the data on this
tab, the next
tab asks if you have
any Attachments.
If you have no
attachments, you
may use the
“Skip Attachments”
button to take you
to the Review Tab

27. Attachments Tab This is the Attachments Tab If you had any
attachments you
would like to add
to your request,
you may add them
at this time.
Various file formats
are available for
uploading.
If no attachments
Are required, press
Continue.

28. Review and Submit Tab
On this tab you have the opportunity to review data you have entered, edit data or submit your request.

29. Review and Submit Tab The data is displayed based on the information
entered under
each tab
Type of Request
Your personal
Information
Your Quote
information
And any description
or comments you
requested
This is for the Sunfish project

30. If there are corrections
Review and Submit Tab
You can review your
Customer POS and
End Customer
information
as well as
the part requested
If there are corrections
to be made you may
edit any section
using the Edit Button
Once you have
reviewed all data
click Submit
Request

31. Confirmation
You will receive a notification that provides you a quote number.
Click OK
The quote number can now be tracked on the Quote Inquiry screen.
WARNING! The quote number provided is a reference number that can be used for
quote tracking purposes. Once your request has been completed a Price Agreement Number
will be provided.

32. Home Page RFQ2.0 – Quote Inquiry
After you click OK, the system returns you to the Request for Quote 2.0 Home Page

33. Quote Inquiry On the Home Page under Quote Inquiry, you can enter the
Quote number and
see that the
Quote is now
“In-Process”.
You can also see the
Part/s in process
By clicking on the
+ sign…

34. Quote Inquiry
By Clicking on the +/- you can expand or collapse the part detail information.
+/-

35. You also have the ability once a request is completed, to
Quote Inquiry
You also have the ability once a request is completed, to
View a PDF
View a Quote OR
Copy the request

36. Quote - View You can view the quote information once it is ‘complete’.
This provides all the information you
originally submitted plus the part number
detail.
Again, at the top of the page you may:
Copy the information to a new request
Export to a Excel File
View the PDF Or
the PDF

37. Quote - View
The part number request can be found at the bottom of the page.
By Clicking on the +/- you can expand or collapse the part detail information.
Use the Expand/Collapse bullets under the Item details
to show more in depth Information
- Additional Pricing details
- Price Breaks
- Part details
- Sales and Packaging Quantities
- Competitor Information
- Comments

38. Quote - View
To Display Specific Information on an Item use the Expand/Collapse Bullets to show all available information.
The customer contact price agreement that was supplied to you by TE and entered during request creation to receive special pricing for this product.
This will be your reference number when ordering this product!

39. RFQ 2.0 Completed Quotes
PDF Quotes will be sent via to the requestor, and all additional recipients, at the time of quote completion.
Additional copies of the PDF will continue to be available to you on RFQ Inquiry.
All Information visible on the PDF Output will now display in the application with in Quote Details.

40. RFQ 2.0 Summary
RFQ 2.0 is a one stop shop for users to submit standard Quotes to TE Customer Care as well as special pricing requests.
The new progress wizard allows for an easier, more streamed line quote request process.
Enhancements on RFQ Inquiry allows more information to be easily displayed for users.
Additional search criteria will provide a fast, more thorough search when looking for existing quotes.

41. RFQ 2.0 Access
Appropriate security levels will be required for the RFQ 2.0 application
Users with access to the “Request Special Price” functionality will be granted access to the “RFQ 2.0” functionality automatically.
“RFQ 2.0” will be added as a resource which the Administrators can assign to new users

42. RFQ 2.0
If you have any additional questions or training requirements related to the New RFQ 2.0 application, please do not hesitate to contact us!
Andre Dey
Ines Harbas

43. THANK YOU FOR YOUR ATTENTION!
RFQ 2.0
THANK YOU FOR YOUR ATTENTION!