SERVICE PARTNER NETWORK SERVICE PARTNER NETWORK

TRAINING PART 8:

HOW TO SUBMIT A QUOTE

1

PARTS OF THE ONLINE QUOTE FORM

2

This is the Customer ID issued by Vertiv Co to this specific site. Please

note that the Customer Information will auto-populate once you save the form.

Fill in your quote ID or number if you have one. If, none, leave it blank

Enter in the ticket number the technician found the equipment

problem on.

Fill in your quote ID or number if

3

Fill in your quote ID or number if you have one. If, none, leave it blank

If there is a specific Customer contact who is not listed as the site contact that this quote needs to be

forwarded to, then fill in these fields, otherwise, you may leave this

blank.

The TAG NUMBER is the Vertiv Co ID assigned to a piece of equipment. Enter in the tag number(s) for the unit(s) that apply to this quote. The tag numbers can be found at the bottom of the ticket detail. Please note, model and serial number are not necessary if you have a tag number. Units missing tags numbers need to be called into your Service Delivery Administrator.your Service Delivery Administrator.

Enter in the labor hours for each tag number listed.

Enter in the labor rate for each tag number listed.

4

Parts Desc – First enter in the tag number for which the part applies, and number for which the part applies, and then enter in the part description. This is a line item quote form and parts need to be broken down separately for each equipment tag listed. Be sure to enter the tag number again if there is more than one part for the piece of equipment.

Parts Qty – Enter in the number of parts related to the part description.

5

Parts Amt – Enter the price per part. Part totals will be calculated at the bottom of the form.

Description – Examples are technician supplies, flat rate travel/truck charges, etc.

6

etc.

Travel Rate/Mile – The amount charged per mile of travel.

Travel Miles – Miles to and from Customer site.

Travel Mileage Amount –Auto-calculated field, do not enter amount here.

Travel Rate/Hr – The amount charged per hour of travel.

Travel Hrs – Number of travel hours to and from Customer site.

Travel Labor Amount – Auto-calculated field, do not enter amount here.

7

Work Description – Enter in the description of labor, if replacing quoted parts just note “Replace quoted parts”.

Tag Number – The tag number should auto-populate for you here.

8

This section will auto-calculate. No changes can be made to this section. If errors are noticed, make the changes in the appropriate fields above.

9

HOW TO SUBMIT A QUOTE ON THE SERVICE PARTNER WEB

10

STEP 1

Print out the ticket detail for the originating ticket (the ticket you found the problem on) in your open or closed ticket queue.

11

STEP 2

Click on Quote Forms

12

STEP 3

Click Add

13

STEP 4

A window will pop-up on the screen. Click on SPN Form Quote

14

form then, Open Report

STEP 5

Fill up the form based on this example.The Quote ID is

your own

Most information can be found in the originating ticket.

your own internal quote number, if you have none, you may leave it blank.

15

Note: If there is no originating ticket, you must enter the person who requested the quote in the originator field.

STEP 6

Enter the tag number, if it is unknown, call *Enter in estimated labor unknown, call your Service Delivery Administrator

*Enter in estimated labor hours and hourly labor rate. *If different labor rate is required, e.g. overtime, you must enter tag number twice.

16

For Equipment Parts, Put in the Description, Part Number (if none, leave it blank), Quantity and Price per part.

STEP 7

These fields will auto populate.

Fill in these fields

Put here a brief description of the

17

description of the additional job for each

tag.

STEP 8

If there is any erroneous data (E.g. if ???? Is listed for the tag number), clear for the tag number), clear

out before clicking on Save.

These fields are auto calculated, no edit

required. Click Save.

18

STEP 9

Click Continue

19

STEP 10

1 2 3

20

You have three options:(1) Review your form by clicking on the quote number

(2) Click send to submit your quote

(3) Delete and start over

STEP 11

All sent forms are archived in the Sent

Forms queue.

21