ABB empower Quote provides users the ability to fully configure and execute project quotes and orders. This getting started guide will help users get familiar with the quote management system and learn helpful tips for navigating the tool.

ABB empower Quote has been designed to facilitate the entire quote life cycle. This Quote Basics section will cover ...

The Quote features are a core module of ABB empower and accessed via the Quotes button on the empower homepage. If you do not see the Quotes button, please contact [email protected] or use the Ask the Expert (located at the top right of the lesson page) function in this lesson to request access.

Users can quickly create a new quote from the empower Quote Dashboard or the All Quotes page by selecting Add New Quote. This will begin the quote creation process, where users will be asked to enter basic quote information including a quote name and selecting the appropriate account.

The main hub of the quote is the Quote Details page. From here, users can access all key quote information and features such as BOM, pricing, order entry, etc. Below is a quick overview on how to navigate a quote and key actions.

Key areas on the Quote Details page include ...

Products are added to the empower Quote through the Add New Item menu. From this screen, users can add...

A full set of product configurators and product selectors are available within ABB empower. This will allow you to add a wide range of products to your empower Quote.

Users can add one or many items through the catalog search into their current quote. Simply enter the catalog number and select the correct item from the drop down. After adding the item, users can specify an item mark and update the item quantity from this menu.

Users can also add Non-ABB Misc items from this menu by selecting the blue link below the catalog search box. This will allow a user to enter in an item that will not be purchased from ABB but can still be included on the bill of material to the end user. All required fields must be completed for the "Add" button to activate.

empower Quote offers users the ability to import line items (including fully configured products) from one quote to another. This import feature also allows users to query the list of quotes they have access to and select one (or many) line items from any version of the quote.

Simply select the Import option and then search for a quote based on the quote name. Once you select the quote, you can select a specific version and then choose the line items to import.

The pricing functionality in empower Quote provides users with a market level project price based on the current quote configuration. The item multipliers are pulled in real-time from ABB's pricing system and applied to your project quote.

To request authorized pricing levels, select Get Pricing from the Pricing button in the blue header bar once you have added all your items to your quote. This will send the line items to ABB's pricing engine to obtain authorized pricing. Once it has determined the appropriate discount multipliers, they will automatically be updated on the pricing screen.

Check out the Project Pricing lesson for more details on pricing your quote.
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After pricing your quote, users can appeal the price if required. To appeal a price, you must first adjust the Total Net Price field or adjust individual item level multipliers in order that results in a lower price. Once this is complete, select the Appeal Pricing button from the pricing screen and complete the price appeal form. This will submit the appeal for review and approval to the ABB pricing team. Once reviewed, updated item multipliers will be automatically applied to the quote.

All quotes created by external users will default to account sharing of Can Edit (unless individual user has updated their sharing preferences). This means all users with access to the buying customer account in empower Quote can view and modify the quote.

Users can choose to update this setting per quote, along with the ability to individually share a quote with anyone in their company or any ABB user.

To update a quote's sharing attributes, simply click on the sharing icon on the quote quick action bar. From there, a user can select any ABB user (or any external user approved for the account on the quote) to provide access to.

Quote versions can be created for an individual quote in order to create alternate offerings, revisions, or to manage quote history as further refinements are made. When creating a new quote version, the line items, notes, attachments, documents, pricing, etc are copied from the current version. If you want to create a blank version with no line items, uncheck the Include All Items checkbox.

Snapshots are read-only versions that are taken when certain system actions have been taken, such as a request for pricing or the creation of an order. These snapshots can be viewed from the Versions menu.

Notes allow users to easily collaborate, store information, and assign notes to the Quote as a whole, Product families, or Items. Quote notes will appear on ALL VERSIONS and all documents of the quote as they are intended to be relevant to the entire quote regardless of product/version. Use Line Item or Product Family Notes when note is product specific.

Users have the ability to enter both public and private notes as well as enter notes for the overall quote, for an entire product family, or a specific line item. These notes can then be included on quote output documents such as proposals and submittals with the exception of Private Notes, which are only visible from within the quote.

Attachments can be used to store project documents such as one-line diagrams, panel schedules, etc. By using quote attachments, this will reduce the need to send additional e-mails when sharing with other empower users. Users can access the attachments section by click on the 'paperclip' icon from the quote quick action menu.

The Quote Bill of Material (BOM) section allows an easy and quick way to review the line item details. Included on the BOM screen is the ability to customize the BOM for download. Use the BOM options to specify the format and then generate the output document.

User the options menu (gear icon) to select various options when viewing and downloading the bill of material. From this menu you can tailor the BOM output to fit the your specific needs.

Use the Quick Download and the Share / Download icons to generate and share BOM documents for the specific quote. These options give the user flexibility on how the document will be prepared as well as access to quick formatted documents to download.

When utilizing the Share / Download feature, the BOM documents generated are stored against the quote and can be accessed at a later time. Users can also choose to directly email the document to their customer. Choosing Drawings Only option allows users to create a simple document containing all product drawings.

ABB empower Quote contains a fully integrated digital document generation service that allows users to electronically generate and deliver key quote documents such as proposals, submittals, and O&Ms. These documents are generated using all of the information entered in the quote, BOMs from configured products, and publications / drawings from ABB's publication library.

Key items when generating documents ....

To generate a document, empower has a Document Wizard process that walks the user through the 4 main steps to create the document from pre-defined templates. These templates are meant to guide the user to a 90% complete document that can then be updated, rearranged, etc to meet the customers specifications.

With ABB empower Quote, users can create and manage multiple orders against a quote. The order entry process has been simplified and presented as a simple 3 step process: Shipping & Billing, Build Order, Order Summary.

To create an order, click the Orders link on the Quote Details screen and click the New Order button. Before creating an order you must have received valid pricing for your project quote.

With empower Quote, multiple orders (releases) can be created against a single quote. All existing orders for the quote will be listed on the orders summary list (item #1 below). To create another order, simply select New Order (item #2) and complete the 3 step process selecting the next set of items to be ordered.

Small Project - Same Day rebate process allows users to submit a rebate claim for price difference between a distributors into stock price and the specific quote item multipliers. This process in ABB empower requires users to select the eligible products that they provided the customer from their current stock inventory for rebate. Once the rebate file is generated and sent to the user, it must be submitted via ABB empower for payment.

During this process, users will be presented with the estimated rebate amount based on the difference in prices for the specific job. Since line item multipliers can be different based on each job, rebate amounts could potentially be different as well.

Quote preferences allow users to customize important aspects of empower Quote that affect productivity.

Click the user dropdown menu at the top-right of the screen and select Preferences to open the menu.

Here are the options you can customize on this screen:

Click the Save & Return button once done.

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