Sending an RFQ to Cooper

This article will explain how to send an RFQ to Cooper. Note: this article assumes the necessary set up has already been configured. For more information on how to set up Cooper connectivity, click here.

1. Navigate to the Projects page.

2. Open the needed quote.

General Tab

Flash requires the following information on the General tab of a project to successfully send an RFQ:

• Project City
• Project State
• Future Bid Date

Items Tab

1. Enter the bill of material information, adding the MFG Target column to the bill of material if you wish to price to send a target price (unit level) to Flash. To learn how to add a column to the bill of material, click here.

2. Print the quote.

3. Select Request for Quote in the Print pop-up window.

4. Select the Cooper brand.

5. Select print options as desired.

• Blank Unit Prices- removes the unit price of each part and shows the lot total for the quote.
• Suppress Zero QTY Items- removes any rows that have zero quantity.
• Options- includes the parts within options.
• Win Options- includes the parts within win options.
• Pending Options- includes the parts within pending options.

6. Select Next. Enter print messages as desired.

• Attention- a message to indicate the intended recipient of the transaction.
• Stamp- a message to be printed on each page of the print.
• Message to Manufacturer- a message to the manufacturer.

7. If target prices were not entered into the MFG Target column, OASIS will ask if the user wants to copy the prices in the sell column into the MFG Target column. Select Copy All or No. 

8. OASIS will ask whether to send the RFQ direct to the factory. Select Yes.  

OASIS will show a preview of the RFQ. Note: Cooper receives data rather than a printed copy of the information.
9. Review the RFQ and select Send Now.

10. OASIS will bring up a window with Cooper-Flash specific information. Users have the option to Submit this information from OASIS or to Save Only and submit the information from Flash later.

• Application- select the project vertical.
• National Account- select the national account associated with the project, if applicable.
• Specifier- select the specifier for the quote. Note: this information is required for RFQs over $20,000.
• New Flash Quote- check this box if you are resending the same RFQ to Cooper but you do not want it to be considered as a revision of the earlier RFQ. 

If Submit is selected, the following occurs:

1.  Your login is used to access Flash (you may be asked for a password if yours has changed).

2.  If a corresponding project is not already in Flash, a new one is created.

3.  The quote bill of material is used to create a new quote in Flash referencing the corresponding project.

4.  The quote is submitted for review.