ONLINE QUOTE & ORDER SYSTEM USERGUIDE USERGUIDE ONLINE QUOTE & ORDER SYSTEM 1

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1 ONLINE QUOTE & ORDER SYSTEM USERGUIDE 1

2 Content Your benefits at a glance... 3 Logging in... 3 Generating a quotation... 4 How to handle an error step How to handle an error step Turn a quotation into an order How to order directly Search quote/order history Other features Contact and support Contact and support MISUMI Europa GmbH MISUMI Online-Team: Telefon +49 (0) mail.wos@misumi-europe.com Katharina-Paulus-Str Schwalbach am Taunus Germany 2

3 Your benefits at a glance The MISUMI Online Quote & Order System now offers more features and can easily be used due to the optimized navigation. Your benefits at a glance: Quotations and orders 24/7 Immediate information on prices, product availability and lead times Direct help and support User defined shipping date Quotation and order history Use our Online System to create your individual quotation or order easily and in a few steps online. Should you face any difficulties in generating the correct product code, we offer you immediate help. Instructions regarding the correct configuration of the product are available in the Online Quote and Order System. You can also contact the MISUMI customer service team in order to receive an individual proposal for a solution. MISUMI Precisely Meeting Your Demands Logging in Click on the button Log in on the very top of the following page: We recommend adding this page as a bookmark. You can save your username and password by ticking on Keep me logged in. Please note that in order to save your username and password the appropriate functions should be activated in your browser. Please note that your Login ID is the address you provided when you registered. If you do not remember your password, please click on the button Forgot your password?. 3

4 Generating a quotation After logging in, the start page is displayed. Click on the button Request a Quote. Please fill in the fields MISUMI Part No. and Quantity in the quotation form. You can additionally fill in your own item reference. This could help you to identify the positions in your incoming goods inspection. In order to proceed you should fill in all required fields that are marked with a red asterisk (*). 4

5 From the Bill of Materials List (BOM) in excel you can copy and paste up to 500 items. When you click on the button Copy & Paste from Excel, a new window opens up. Copy the parts from your BOM (Bill of Materials) sheet in excel into the new window. <BOM example> Paste here Select the corresponding headers and click on the button Next. 5

6 All part information is automatically filled in. As soon as you click on the product number a window with information on volume discount and express shipment will open up. Once the quotation input is completed, it can be downloaded as a PDF file by clicking on Print. 6

7 How to handle an error step 1 In case you type in an incorrect part number or a quantity which is not available, an error message will be displayed. 7

8 You can now proceed as follows: 1. Revise your data according to the message 2. Contact MISUMI for help 3. Delete the part number Please do not forget to confirm after having handled the error by clicking on the button Next. 8

9 As soon as the quotation is completed, the following information will be displayed: 1. addresses to which the quotation has been sent. 2. A button to download the quotation in PDF form. 3. Status of undelivered parts e.g. because of a wrong part number which has to be first checked by MISUMI. 4. A button to convert the quotation into an order. Please note: You can only order parts which are not termed as holding In case the user has no approval to place an order, the button Convert to Order cannot be activated. 9

10 How to handle an error step 2 As soon as you have checked the box I want MISUMI Customer Service to check this record and give us a solution, you will receive an from MISUMI. <Error example> < example> The link in the will redirect you to the top page of the online portal. 10

11 Please click on the link in the and scroll to the top of the page. There you will find the button Waiting for your action in quotation. Please click on the button to see the reply of MISUMI. 11

12 After having corrected the part no. or having approved the proposed price & delivery date, please click on the button Next to confirm. In case you would like to contact MISUMI, please click the button Contact Us. A message field will open up. You can also cancel the ordering process by clicking on the button Back and then on Cancel. 12

13 Turn a quotation into an order You have the option to turn your quotation into an order. 1. If you have just completed a quotation, please click on the Quotation No. displayed. 2. From the Quotation History page, select the quotation you want to convert into an order. 13

14 On the quotation page please select the parts you would like to order and click on the button Convert to Order. 14

15 The ordering sheet will appear: After you have checked the items for ordering, please click on the button Next. You also need to select your Shipping Preference. 15

16 Please confirm the Terms and Conditions and submit the order. If there are any parts which cannot be ordered you have following options: 1. Complete the order without the holding parts. Please confirm the Terms and Conditions and submit the order. 2. Do not process the order because of the holding parts. Please click the button Get Quotation

17 If you would like to download your order confirmation as a PDF, please click on MISUMI Order No.. If you would like to receive your confirmation in a PDF format please click on the button Print at the bottom of the page. 17

18 How to order directly Click on the button Place an Order. Please fill in all required fields that are marked with a red asterisk (*). 18

19 From the Bill of Materials List (BOM) in excel you can copy and paste up to 500 items. When you click on the button Copy & Paste from Excel, a new window opens up. Copy the parts from your BOM (Bill of Materials) sheet in excel to the new window. <BOM example> Paste here Select the corresponding headers and click on the button Next. 19

20 All part information is filled in. If you click on the product number, a window with information on volume discount is opened up. As soon as you have filled in all required fields, please click on Next. You need to select your Shipping Preference. 20

21 Please confirm the Terms & Conditions in order to submit the order. If you would like to download your order confirmation as a PDF, please click on MISUMI Order No.. If you would like to receive your confirmation in a PDF format please click on the button Print at the bottom of the page. 21

22 Search quote/order history On the top page you can find the buttons Search My Quote History or Search My Order History. Please fill in the selection criteria for your search. 22

23 The search results will be displayed. Within the Order History the shipment status is displayed. In addition the tracking number of shipment for each part is displayed. 23

24 Other features 1. My shipments 2. WOS settings 3. Customer part number management My shipments Your shipments from the previous 10 days, the current shipment status and future status of up to 3 days are all displayed with the shipment date, your order reference and MISUMI order number. 24

25 2. WOS settings You can register up to 3 addresses which will be used for the sending of shipping confirmations. 25

26 3. Customer part number management Here you can register your own product reference. You can either register a single part name under Register Customer Part Name or upload a list under Upload Customer Part Name file. In addition to your own product reference the equivalent MISUMI part no. is also needed. 26

27 Once the part numbers are registered, you will only need your own product reference in order to create a quotation or place an order. 27

28 Contact and support MISUMI Europa GmbH MISUMI Online-Team: Telefon +49 (0) Katharina-Paulus-Str Schwalbach am Taunus Germany Court of jurisdiction/ Gerichtsstand u. Erfüllungsort: Königstein/Ts., Germany, HRB 6600 Managing Director/ Geschäftsführer: Yukihiko Nagaoka VAT No. DE , Tax No

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