QuoteAutomation
BuyAutomation.com
Login
BuyAutomation.com username
Username for login
BuyAutomation.com user's password
User entered password to secure transaction
Defaults
Office - retrieved from BuyAutomation.com Profile
User’s registration data
Can be edited on Profile | My Information
Not available
See TeamBuySM functions
PRICING
- Currency & conversion factors retrieved from BuyAutomation.com Profile
Currency requested during registration. Currency conversion factors are on the system.
- DEFAULT currency: set on Tools | Default | Pricing tab
- DEFAULT currency: set on Your Information page
- QUOTE currency: on the Quote Header form
- BASKET currency: set as Advanced Basket Property
Same as QUOTEAUTOMATION
Repricing a Basket : automatic or on demand (set on Your Information page)
Same as QUOTEAUTOMATION
Basket names: Prefix and numbering scheme set on Your Information page
Product Type Overview
Same as QUOTEAUTOMATION
Product database is the same as QUOTEAUTOMATION'
FoxStock - see BuyAutomation.com
FoxStock numbers entered on Billing/ Shipping Info page and on the RTC (click FoxStock icon)
Same as QUOTEAUTOMATION
Custom Auxiliary Specification database saved for User Login. CAS can be added to any model
Price Book / Price Sheets
Access with login to BuyAutomation.com
1 Link on Home Page
2 On the Search menu: M&I Price Book
Resale
Same as QUOTEAUTOMATION
1 Link on the Basket page "Add a resale/custom item"
2 On the Profile menu: Resale database
Same as QUOTEAUTOMATION
Saved for each user login. Database can be shared with TeamBuySM shoppers.
Searching
Same as QUOTEAUTOMATION
Advanced Search function with different match options, and several scope options: parts and/or models, category, or price book sections.
Same as QUOTEAUTOMATION
Hierarchy by Product Function or Company
List of Favorite Products: not available
List of Favorite Products under Search menu.
Same as QUOTEAUTOMATION
1 Direct entry of product codes and quantities on the basket page
2 In the Search section, enter one product code with quantity and click add to basket
Line item functions
Same as QUOTEAUTOMATION
Menu displays at right-click on item
Same as QUOTEAUTOMATION
Access with Net Price link on Basket page
Same as QUOTEAUTOMATION
Available Date displays on RTC
Same as QUOTEAUTOMATION
Copy icon on basket page
Same as QUOTEAUTOMATION
Edit on Basket page and click "update changes"
Same as QUOTEAUTOMATION
Renumber function on basket page, Items function group
Same as QUOTEAUTOMATION
Check DEL box on Basket page and click "update changes"
Same as QUOTEAUTOMATION
Line item note link on Product Detail page - click product number on basket page to access
Same as QUOTEAUTOMATION
1 On the RTC
2 Search Results page, click "Show details"
Compounds
Same as QUOTEAUTOMATION
Click product number on basket page to access the Product Detail page, Compound function is at bottom
Process Areas and Levels
Same as QUOTEAUTOMATION
Basket page, Process Area link in the Basket function group
Quote Header
Quote Number
Basket Name
Same as QUOTEAUTOMATION
Entered on Basket page for each item (click Show advanced line item functionality)
Not available
Edit addresses access from Billing/Shipping page, and from Basket Properties
Same as QUOTEAUTOMATION
Customer number lookup function on the system, updated from Order Management System
Header Level Discounts
Same as QUOTEAUTOMATION
Set for extranet - editing function by special request
Same as QUOTEAUTOMATION
Purchase Agreement set as Basket property
Default Purchase Agreement can be set on Profile page
Same as QUOTEAUTOMATION
Price Variance set as Basket property
PV's can be shared with TeamBuySM shoppers.
Import your Price Variance Database from QuoteAutomation!
Export Function
Same as QUOTEAUTOMATION
Click "Printer Friendly" or "view in excel" above the Search Results and save the displayed information.
Same as QUOTEAUTOMATION
Basket page:
1 Link "view in excel"
2 Button "Excel Print" and "Text Print"
Same as QUOTEAUTOMATION
My Basket | All Baskets (Teambuy TM Baskets page), click "view in excel"
Printing
Same as QUOTEAUTOMATION
Print and PDF link on RTC
Same as QUOTEAUTOMATION
"text print" on Basket page
Same as QUOTEAUTOMATION
Default Cover Sheet under Profile | Quick Quote Defaults
Same as QUOTEAUTOMATION
Up to five Custom Quote Master files
Same as QUOTEAUTOMATION
"Quick Quote" on Basket page
Not available
Print the Order Confirmation
Same as QUOTEAUTOMATION
"Computation Report" on Basket page
Same as QUOTEAUTOMATION
"Report Writer" on Basket page.
Orders
No order entry function available.
Data entry on Billing/Shipping info page
Not available.
Order Confirmation number generated by BuyAutomation.com
Not available.
Checkout / Place order
BuyAutomation.com does the SAP file upload
Not available.
Revision link on Order Status site: create a revision basket based on Order Status information and place an order revision request.
Not available
Menu item My Orders | Order Status
Not available.
1 Link on Order Status site
2 Button on Revision basket screen
Not available.
1 Link on Billing and Shipping Info page
2 Link on Order Confirmation page
3 On the menu My Orders | Export License
Quote Management
Same as QUOTEAUTOMATION
1 Link on Basket page (copy basket)
2 Use Basket forward function
3 On My Baskets | Basket history
4 On My Orders | Web Order History
5 On Order Status
Same as QUOTEAUTOMATION
Multiple baskets: on Team Buy Shopping Baskets page (My Baskets | All Baskets)
Current Basket: "delete this basket" link
Not available.
Edit address function accessible from Basket Properties and from Billing and Shipping Info page
Same as QUOTEAUTOMATION
My Orders | Web Order history for all orders entered via BuyAutomation.com
Basket forward function with My Baskets | Basket history allows access to all forwarded and picked-up baskets
Baskets (quotes) remain until checkout
Baskets can be shared with TeamBuySM shoppers.
Import your Quotes from QuoteAutomation!
Databases
Same as QUOTEAUTOMATION
Online customer database with Partner Number lookup function for user's sales organization
Same as QUOTEAUTOMATION
Database created by user and saved for each login
Resale database can be shared with TeamBuySM shoppers.
Import the Resale Database from QuoteAutomation
Same as QUOTEAUTOMATION
Baskets remain until checkout, afterwards they are available in Order History
Order History can be shared with TeamBuySM shoppers.
Import your Quotes from QuoteAutomation!
Same as QUOTEAUTOMATION
Custom Auxiliary Specifications: under Profile | Custom AuxSpecs
Custom Aux Spec database can be shared with TeamBuySM shoppers.
Historical Pricing - not available.
Available by special request
Second Language - created with internationalization utility
Available for select languages.
Editing capability available by special request.
Not available.
Not available
Not available.
Not available
Add-In Manager
Same as QUOTEAUTOMATION
Access with configurator specific links on Home page and under Search | Configurators
Feedback
Same as QUOTEAUTOMATION
Feedback function at the bottom of all pages
Help
Same as QUOTEAUTOMATION
Online help available with Contents and Index search
Not available
Live Help in Instant Messaging format
Not available
Site Map on the menu
Material Service Requests – not available
1 Link on home page
2 Menu My Orders | Service Requests
Installations of the application needed:
- initial,
- login validation,
- product data updates.
Internet Explorer or Netscape needed to access website