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Instructions

  1. Although this application will work on all browsers, some features do not show up correctly on Mozilla Firefox. It is recommended to use Google Chrome or Internet Explorer.
  2. Enter the Username and Password sent to you by your Lacks buyer, click SUBMIT to log in
    1. Username is not case-sensitive. Password is case-sensitive.
    2. You will be able to change your password after initial sign-on
  3. The home screen allows you to see all current quotes. The Status column for each quote will show one of the following:
    1. Supplier Quote – this means a buyer has sent a quote to you. You are able to open and edit the quote. Below in red are items that can be changed/updated.
    2. Purchasing Approval – this means you have finished quoting and have sent the quote back to the buyer for approval; it is not available for editing.
    3. Approved – the buyer has approved the quote and pricing will be loaded into Lacks’ ordering system pending the effective date on each part.
    4. Cancelled – the quote was cancelled by the Lacks’ buyer and is not available for editing.
  4. Click VIEW to open a quote.
    1. All parts Lacks has submitted for you to quote will show in this window. At the top of the screen, you will find the following:
      1. Submit Quote – When you’ve finalized all changes, click here to send the quote back to your Lacks buyer
      2. CSV button – this will export the entire quote into an Excel spreadsheet (please note - there is NOT an option to import a spreadsheet back into the portal system)
      3. Notes – click the number in the Notes column for any part. You can update the part’s description or let Lacks know any other pertinent information. Click Add Note to save. The note will show on the right side of the screen. A note regarding any particolar part will show the part number in brackets. Click Back to go back to all items. You shoold now see a number other than zero in the Notes column for that part. If you wish to delete a comment, click the X button next to the note.
        1. You can also create notes that pertain to the entire quote. Click the Notes [_] button at the top right of the screen. Any notes created will show on the right. Click Back to go back to the quote.
    2. At the bottom of the screen, you will find the following items:
      1. Payment Method – current payment method set up with Lacks.
      2. Payment Terms – current payment terms set up with Lack.s
      3. Defaolt Effective Date – set all items on quote to the date prices will go into effect.
      4. Defaolt Expiration Date – set all items on quote to the date prices will expire.
      5. Contact – Lacks purchasing agent you are negotiating with.
      6. Respond By – please finalize all changes on or before this date.
      7. Freight Terms – shows your current freight terms with Lacks & can be changed. You may choose either Shipping Point (Lacks Pays) or Delivered
      8. Discount % - will take a % off every item on the quote (*optional*).
    3. Column definitions:
      1. Notes – see above section (4.1.3)
      2. Discontinued – click this checkbox for any item you can no longer supply to Lacks and/or to add an equivalent item number. Once clicked, two new columns will appear:
        1. Replacement – if you can supply a replacement item, enter the new item number here
        2. Link – a link to a webpage with the replacement item can be entered here
      3. Lacks Part / Supplier Cat Ref – part number in the Lacks catalog system / your item number (if incorrect, please write a note on the part with updated information).
      4. Curr. Price – the current price we have in our system for this part
      5. New Price / Disc. Price – enter your new price here / if you use the discount function, the discounted price will show under the New Price field
      6. UOP – unit of purchase (EA=each, CAS=case, SP=spool, etc.)
      7. Units per UOP – the number of units in each unit of purchase (a case of 10 woold show “10” in this column)
      8. Min. Qty – minimum buy for this item
      9. Units Forecast – units Lacks has forecast to buy within the next year
      10. Lead Time (Days) – expected lead time
      11. Price Expiration / Price Effective – date the new pricing will hold through / date the new pricing will begin
      12. Description / Other Part Info (MFG P/N) – item’s description in the Lacks catalog system / blank field for updated description if needed
      13. Supplier Changed – audit trail of changes made to the part
  5. When you are finished editing each part, click SUBMIT QUOTE to send the quote to Lacks for review.
    1. The Status of the quote will now show Purchasing Approval
  6. If any prices still need to be negotiated, Lacks will send the quote back to you for editing. The entire quote will be sent back to you, but only parts which Lacks did not approve will be available for changes made.
    1. Any notes made by Lacks can be seen by clicking the Notes [_] button.
    2. You can filter the quote to show only items not approved. Select Not Approved from the dropdown on the mid-right hand side of the page.
    3. Once finished updating, click SUBMIT QUOTE to send the quote to Lacks for further review.
  7. When Lacks has approved all changes, the quote will show APPROVED in the Status column. The prices will be loaded into Lacks’ ordering system on the Effective Date chosen for each part.