Description

The 2021 Company Standard document attached provides an overview of the supported devices and equipment available to purchase from Connection. Access to the Connection website will allow you to review and request quotes. The steps below will provide an example and review of the process for correctly placing orders. 

Requirements

• Connection Account to access the Connection Website.
  • If you do not have a login to the site, please contact help@npgco.com to request one. 
• Review the attached standards document to understand the different options available and the recommended use for each. 
• Have the Computer Model Number and Title match the one requested on the quote if purchased 

Steps to Purchase

1. Review the Company Equipment standards to know what you want to order

2. Add Items to your Cart

3. Create a Quote from your cart and share it with Jim for approval

4. Submit the quote to be ordered

1. Review the Company Equipment Standards: 2021 PC Standards

Before logging into Connection, look over the 2021 Standards document attached at the bottom of the page. We have created build options, and we will only be approving orders from this list. Each computer model provides a quick list of specifications and the best case use for each.  After you have picked out the computer model to quote, have the computer name and computer model ready to verify when creating the quote. See the image below to know what information to look for on the quote order.

2. Add Items to your cart

1. Login to Connection at the site below:
   • https://www.connection.com/
2. Once logged in, you will be brought to the homepage. From this page, you can access the Quicklists by clicking on the icon at the top or scrolling down until you see the Quicklists.
3. On the quick list, choose the list your needing.
   The Quick Lists Include: 2021 Standard Peripherals; Macbook Pro List; MS Licensing Standards 
4. Click on the list to view. For this example, we are going to open up the 2021 Standard Peripherals.
5. On the list of items, checkmark all of the items that are needing to be added to your cart. You will be editing the quantity on the next step.
6. Once you have marked ALL  of the items for your order, click Add Selected Items to Cart
7. You will be brought to a new page. In this section, you can review, edit, and change the quantity.

3. Create a quote and share it with Jim for approval

Click the "Request Quote" button from your cart.

Choose the shipping information for the quote, or choose Create a new address if your address isn't listed:

If needed, add any notes to the quote and then click "Request Quote"

The quote will be sent to Connection to create. You will get an email confirmation that your quote request is being processed. Once the quote has been returned, you will get an email. From that email you can click to view the quote or login to Connection to view the returned quote to print and send to Jim for review.

To view quotes, go to the home page and under Carts List choose Returned. And on the quote returned click preview to get a window to print the quote to a pdf to send.

Jim will review the quote and communicate with you if the purchase is approved and will generate a Purchase Order (PO) and send it to you

4. Submit the quote to be ordered

1. Click on your previously generated quote and choose "Request Approval"
   ** NOTE ** This approval is a sanity check to sure the PO/Shipping/Items are correct.  Most shipping/delivery delays happen because this information is incorrect. 
2. The next prompt will ask who is entering the billing and shipping information. Click  I Will
3. On the next window, enter the Billing ( PO or GL for purchasing) and the Shipping Address. If an order is submitted without the PO or GL, it will be denied.
4. Click Request Approval. In the new window add whatever notes you feel are necessary, check the box for Send to all approvers in this list, and then click Request Approval.
   
5. An email will be sent to Nathan for approval and will show up as pending approval on the Connection site's homepage under the Carts List section.
   
6. As soon as the purchase is approved or denied, an update email will be sent to the requester and show in the Carts List.
7. All purchase requests from Connection will go through the approval process to ensure the correct items are added and that all orders have GL/PO's and shipping information. Any missing information or unapproved items will result in a denied request.
8. After the approved request is returned, you will be able to place the order. Once the order is placed, a shipping confirmation will be sent once each item is sent.