eSource

Help and Step-by-Step Instructionsfor

Honeywell Suppliers

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Welcome to Honeywell eSource

• You’ve received this presentation because you have received or will receive in the future, an invitation to participate in an eSourcing event for Honeywell International.

• This presentation is designed to help you get logged in, provide you with:- Directions to get to the help guides available in the tool- Introduce you to the basics of responding to an RFx or Auction.

• For specific questions regarding your event, please contact the event owner.

• You may also reach out to Hubwoo Support with general functionality questions. Contact Hubwoo at:- +1 832 644 7239 (USA)- +412 15 33 04 17 (Switzerland)- +44 207 099 66 18 (United Kingdom)- +86 108 418 17 68 (India)- +861 084 181 768 (China) - Or support-honeywell@hubwoo.com

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Access the Honeywell eSource Log In Screen

• Use the link provided in the invitation email to access the log in screen

• Enter your username and password as provided to you in your welcome email

Forget your password? Click the link to reset your password.

Important – Use the Internet Explorer browser ONLY, not Firefox, Mozilla, etc.

You can download it for free if needed.

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Your Supplier Workbench

Most of the vital information and help you need can be accessed from the top of the Workbench.

Three Support Options

• Online Help

• Tech Support

• Online Training

Current Events to which you have been invited will be reflected in your ‘To Do’ list

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Your Supplier Workbench

Your active events are also listed in the lower middle section of your workbench page.

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Online Training

Clicking the Online Training link under the Support Options section of your workbench will get you to the following table of contents for training options.

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Online Training

Click the links to cover the material you wish to learn…

Click on the event type you’ve been invited to in order to find training specific to that type of event

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Help Guide

Clicking the help link under Tech Support and Training will open an additional help file pictured below.

Answers to most questions can be found in the ‘Help’ Guide. Use the Search feature to search for specific answers.

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Responding to an Event

To respond to an RFx or Auction, click on the appropriate link in your ‘To Do List’

Then on the next page select the event your are trying to access by name from the list that appears.

On the next page, the summary page, click the link under RFx Response in order to respond to the RFx.

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RFx Response View

Work your way through the tabs from left to right.

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RFx Response Menu

Click on the menu items to see the options.

Create a PDF of the RFx which contains all event details and can be emailed to others in your organization.

View RFx Attachments or upload requested attachments.

Use the discussions tool to ask questions about the event or see answers to others’ questions.

View and change phases. You’ll use this in order to submit your response to the buyer.

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Responding to an RFx

The Schedule tab is where you’ll find event relevant dates.

The Information tab is where you’ll find specific information about the RFx package. Click on the individual links to see the content of each section.

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Responding to RFx Questions

On the Questions tab, click the link for each set (section) of questions

Answer the questions and then click on the Save button

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Responding to Line Items

Enter your price for any line items and then click the Save button.

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How to submit your bid

When you’re ready to submit your response, click on the ‘Phase’ button.

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How to submit your ‘preliminary bid’

Choose ‘Preliminary’ when you are ready to submit your bid. You must then click ‘OK’.

(Note – some events do not have a preliminary stage so follow the instructions for submitting a firm response)

The ‘Preliminary’ phase means your bid has been submitted but you may change back to ‘In Progress’ if you need to make changes before the deadline.

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‘Preliminary’ continued

You will be asked to confirm you want to change phases, then click ‘OK’.

Once the ‘preliminary’ box turns light blue you have

successfully changed your response. Click ‘OK’

Note the new ‘Phase’ is reflected on your menu.

Finally, ‘Save’ your work after you change your phase.

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How to submit your ‘firm bid’

Choose ‘Firm’ when you are ready to submit your firm bid. You must then click ‘OK’.

The ‘Firm’ phase means your bid has been submitted and you will not be able to make further changes.

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‘Firm’ continued

You will be asked to confirm you want to change phases, then click ‘OK’.

Once the ‘Firm’ box turns dark blue you have

successfully changed your response. Click ‘OK’

Note the new ‘Phase’ is reflected on your menu.

Auction Specific Instructions

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Bidding in an Auction

Log in and view the Workbench just as you would do for an RFx event.

Upcoming scheduled auctions will can be found by clicking the ‘Auctions Scheduled’ link above.

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Bidding in an Auction

Actively open auctions or auctions in ‘Pre-Bid’ will show up in the ‘Events’ window on your Workbench. Click on the link to access the auction.

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Bidding in an Auction

Once in the auction, if required, click on the ‘Confirm Participation’ button to participate. Or you may decline.

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Bidding in an Auction

Before the auction begins, work your way through the tabs from left to right to find any information relevant to the bidding event.

Finally, click on the ‘Bidding’ tab in order to begin placing your bids.

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Bidding in an Auction

Check the box in front of the line item(s) you wish to bid on and click the ‘Bid on Selected Items’ button.

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Bidding in an Auction

Type your bid here and click the ‘Next’ button.

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Bidding in an Auction

Confirm that your bid is correct, then click the ‘Place Bid’ button.

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Bidding in an Auction

Your bid was placed successfully.

Notice the current phase is Pre-Bid with 17 seconds left until open.

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Bidding in an Auction

Once the status changes to open, you may also see your current rank on the line item if rank is being shown in your auction.

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Bidding in an Auction

Review all of the information available to you on this screen.

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Bidding in an Auction

Use the Message board like an instant messenger to communicate with the buyer.