Transcript Online Proposal Estimator Tool Tutorial

Proposal Estimator
Tool User Guide
Simple Security Access Control Solutions
Proposal Estimator Tool User Guide
To find the tool
through
Partnerlink,
choose:
Campaigns
Simple Security
Access Control
NOTICE
Log-in options are different for Ingersoll Rand Employees and
Channel Partners.
If you are an Ingersoll Rand employee:
•You will have to register to use the tool and then log-in each
time you want to use the tool.
If you are a Channel Partner:
•When you become an Ingersoll Rand channel partner, you
will be setup to use Partnerlink. Once you log-in to
Partnerlink, you will be able to go directly into the tool
without any additional log-ins.
•The difference in the log-in process for employees versus
channel partners is due to Ingersoll Rand’s computer
network and security.
Network Log-in for Ingersoll Rand
Employees Only
• You may receive a
request to re-log-in
to the network
when you click on
the link for the
Proposal Estimator
Tool.
• If you get the pop-up
screen shown here, login using your network
log-in.
Username:
CORP\<your username>
Password: <your
password>
Estimator and
Specification App
Getting Into The Tool
Ingersoll Rand employee first
time use page.
Complete the requested
information.
Logging In
After you
register,
you will
need to
log in.
Click “Login” after
entering your
information.
ChoosingWhat
What You
You Want
Do Do
Choosing
WantToTo
Click here to create a new proposal.
This link takes you to your previously
created and saved proposals.
This link will allow you to enter your
company information.
Filling In Your Job’s Details
Fill in all pertinent job information.
NOTE: Once information is completed,
choose “Next” to be taken to the
“Package Details” page.
Filling In Your Job’s
The home icon will always take
you to the Estimator and
Details
Specification App choice page.
Fill in all pertinent job information.
NOTE: Once information is
completed, choose “Next” to be
taken to the “Package Details” page.
Adding Discounts & Labor Rates
Fill in these amounts:
• Discount you want to offer.
• The rate charge for your hourly labor.
Click the drop down box to choose the package type needed.
As items are chosen, a list of choice options will appear below.
Continue to the next screen to see the options for a Single HM Door.
Adding The
Items For
Your Proposal
You can add as
many items from
the drop down
menu as you like.
These are the options for a Single HM
Door.
Check the box(es) by the option(s) you
want.
Then click “Add to Cart”.
Adding Additional Costs
The number of
hours will be
automatically
added.
Manually add additional costs for the job.
Select the service package if needed.
Adding
“Other” Costs
This is the lower half
of the previous page
where additional
costs can be added.
The
summary
page
shows the
list of
products
you have
selected.
NOTE: You can click
here to view
associated product
documents.
You have completed the proposal.
It’s that simple!
You can now download and save the summary in a .pdf
format or email it to your customer.
If you would like to see and save the details, choose the
“Detailed Summary” tab.
Your detailed
summary can
also be saved
as a .pdf file
or emailed.
The detailed summary
provides a complete
product list of all
products quoted and
includes:
• Catalog Number
• Product Number
• Unit Pricing
• Discounted Pricing
The detail is segmented
by product.