MANUAL OF

THE SUPPLIER
 MANUAL OF THE
SUPPLIER
TABLE OF CONTENT
CHAPTER I. OVERVIEW
1.1. INTRODUCTION....................................................................................................................................... 04
1.2. GENERAL OBJECTIVE............................................................................................................................ 04
1..3. SPECIFIC OBJECTIVE............................................................................................................................ 04
1.4. REACH............................................................................................................................................................ 04
1.5. ETHICAL STANDARDS........................................................................................................................... 05
1.6. WHO IS IT ADDRESSED TO?................................................................................................................ 05
1.7. SUPPORT...................................................................................................................................................... 05
1.8. COMPATIBILITIES.................................................................................................................................... 05

CHAPTER II. ACCESS TO THE PLATFORM

2.1. ACCESS TO THE PLATFORM............................................................................................................... 07
2.2. PASSWORD RECOVERY.........................................................................................................................08
2.3. MAIN WEBSITE........................................................................................................................................... 09

CHAPTER III. CONFIGURATION MENU

3.1. USER SECTION............................................................................................................................................ 12
3.2. MY CONFIGURATON ..............................................................................................................................13
3.2.1. DETAILS..............................................................................................................................................13
3.2.2. CHANGE PASSWORD.................................................................................................................13
3.2.3. CHANGE LANGUAGE.................................................................................................................13
3.2.4. MY NOTIFICATIONS....................................................................................................................13

CHAPTER IV, MY SALES

4.1. MY OFFERS AND MY ORDERS............................................................................................................ 15
4.2. SEARCH CRITERIA.................................................................................................................................... 15
4.2.1.. QUOTE STATUS.............................................................................................................................15
4.2.2. QUOTE TYPE....................................................................................................................................16
4.2.3. POSITION TYPE..............................................................................................................................16
4.3. DESCRIPTION OF THE SOLPED..........................................................................................................17
4.3.1. SEE DETAILS OF THE SOLPED.................................................................................................18
4.4. QUOTATION.................................................................................................................................................19
4.4.1. HOW TO ATTACH A FILE...........................................................................................................21
4.4.2. COMMENTS (FORUM)................................................................................................................23
4.4.3. HOW TO SUBSCRIBE TO A SOLPED?...................................................................................24
4.4.4. QUOTE BY ORDER REQUEST..................................................................................................25
4.5. MY ORDERS...................................................................................................................................................27

CHAPTER V. OTHER FUNCTIONS

5.2. MY RATING....................................................................................................................................................29
5.3. MY FAVORITES............................................................................................................................................30
5.4. ALERTS.............................................................................................................................................................31

GLOSSARY
 03

CHAPTER I.
OVERVIEW
In this chapter, the user  will be able to know the information necessary to begin and
become familiar with COTIZAME, such as its objectives, the reach, Who is it addressed to?
and compatibility browsers to properly use the portal.
 04

COTIZAME is a portal for submitting offers on a web page

designed by COTEMAR so that business partners can schedule
their quotations more independently. It also offers information
about quotation status, requirements and communication of
INTRODUCTION interest. Suppliers may quote on requests for materials and/or
services to which they are invited or by requesting subscription
to a request in which they have not been invited; which once
your subscription request is authorized you may quote if you so
wish.

Optimize electronic assistance between suppliers and buyers for the

integration of supply chains, consolidating through electronic
business networks in the industrial, national and international sector
GENERAL
through WEB solutions, improving business processes, granting OBJECTIVE
control and automation.

The document is established to show the supplier step by step the

SPECIFIC process to be followed to enter, review, quote and present an

OBJECTIVE offer within the electronic system, generating business

opportunities.

The manual applies to all suppliers that have a business relationship

with the COTEMAR company and are registered and active within
the platform COTIZAME. In view of the foregoing, this manual is
considered to be a public document and to be countersigned for
distribution, in such a way that it is freely accessible to all suppliers
identified by COTEMAR, giving it formally to each of the suppliers at REACH
the moment of starting a process of use of platform COTIZAME. If
you do not have the manual in the first phase, you can also request it
from the mail support desk. (cotizame@cotemar.com.mx)
 05

This manual will be based on the following principles of ethics:

Credibility: Transparency and trust based on compliance with

the commitments made by the parts.
Equity: It seeks fair treatment for all those involved based on the

ETHICAL merits of commercial conditions, compliance and trajectory

over time.
STANDARDS Respect: Recognition of the dignity of individuals and
businesses during commercial dealings and applicability of
current legislation.
Freedom of Enterprise: Seeks the development of activities and
relations within the scope of free competition.

The manual is intended for COTEMAR suppliers who qualify to be WHO IS IT

suppliers and for new ones in a business opportunity that meet the
specification of addition to the COTEMAR supplier. ADDRESSED
TO?
If you need any clarification on the use of the platform, please
contact:
Support via telephone Hours of operation:

SUPPORT Tel: +52 9383811400 Monday to Friday:

Ext: 800 8:30 to 14:00 hrs.
16:00 to 19:00 hrs.
e-mail: Saturday:
cotizame@cotemar.com.mx 9:00 to 13:00 hrs

COMPATIBILITIES
Operating Systems: Recommended Browser

Windows, Linux and Mac Google Chrome, Firefox and Microsoft Edge
 06

CHAPTER II.
ACCESS TO THE
PLATFORM
In this chapter the user will know the process of access to the COTIZAME platform, as well
as the starting sections and a brief explanation about them.
 07
CHAPTER II:
ACCESS TO THE PLATFORM

Access to the platform:

When you enter the COTIZAME portal (https://cotizame.cotemar.com), the
main access page is displayed. The user and password are placed in the
corresponding fields and the "classic access" button is clicked.

If the user cannot log because he forgot his password, proceed to the "Password
recovery"" option
 08
CHAPTER II:
ACCESS TO THE PLATFORM

Password recovery

You must fill in the corresponding data (Username, supplier number and Email),
click on "I am not a robot" for security and proceed to click on RECOVER

It is important to respect case, lowercase and number, both in user and password.
It is recommended that, after obtaining your password, you can save it in a
private or secure place, either physical or digital.
 09
CHAPTER II:
ACCESS TO THE PLATFORM

Main website

can also be defined as Dashboard, where you can view statistics and various functions such as:

New requests: Outstanding quotations to be reviewed and submitted

Quotes in process: These are the quotations that have already been submitted.
Current purchase orders: Quotes that have been awarded which still have outstanding deliveries.

Rating that is determined to

Section indicating the sales These are active discussions
the supplier, actions such as
record. between the supplier and the
timely deliveries, quotes and
buyer.
correct requirements can
influence it.
 10
CHAPTER II:
ACCESS TO THE PLATFORM

Mark the quotes that end on the day as well as the time remaining for the supplier to offer.

At the top right of the main page you can find:

Search bar: Alerts: User:

In this section you can indicate Indicates all notifications The username is displayed, by
a word or code to quickly find where the supplier is involved. clicking on it. We can enter in
what you want. It can be requests, quotes, the menu "My subscriptions",
subscriptions, etc. "Settings" and "Log out"
 11

CHAPTER III.

CONFIGURATION
MENU
In this chapter the reader will know the process of tracking to enter the menu of
configurations, which is important information to be able to know the connection registry
of the user, as well as details, password change option, change of language and
configuration of notifications.
 CHAPTER III: 12

CONFIGURATION MENU

User section:

When you click on the user section, the

following options are presented:

1- In this section the company name of the supplier

appears. there is also the option to place a profile
1 photo to the user.
Supplier
2- Record the date and time of the user’s last
connection.

2 3- Subscriptions authorized to requests for offers of

materials and/or services on which he was not
requested to offer, but on which is interested in
offering or quoting because his commercial turn
allows it.
3
4- Enter the Settings section, explained later in the
manual.
4
5- Option for the user to log out of the portal.

The following instruction corresponds when you enter on "Configuration" menu

 CHAPTER III: 13

CONFIGURATION MENU

Al entrar al apartado de configuraciones, se tendrá acceso a los siguientes rubros;

1- Information about the supplier can be found in

"Details".
1
2- In "Change password" you can modify the
current password for a new one, recommending
2 the following features:
At least one capital letter
3 At least one digit
At least one special character (@,?,/)
8 a 16 characters long.
4
3- Option to change the language, will be used in
the portal, in the mobile application, and in the
notifications we send to your email.

4- In my notifications settings, the user can activate and deactivate the type of alerts
they want.
 14

CHAPTER IV.

MY SALES
The reader will learn how to enter the sections: My Offers and My Orders. Both items are
those that will allow the supplier to offer and quote on the various orders requests, as well
as to consult the orders made.
 CHAPTER IV: 15

MY SALES

My sales is divided into two sections: My offers and my orders.

This section  will show the offers that the supplier is

invited to quote, as well as the different requests in
which you can automatically invite.

Section where you will see all the orders that the
supplier has as well as the date on which they were
placed

On the right side are the search criteria that are made up of:

Quote status:

Unquoted: They are those offers

where the supplier has not made
the quotation

In process: Offers that the supplier

has quoted and the effective date
has not yet been fulfilled.

Completed: These are the requests

for quotations that have been
finalized and are currently being
reviewed by the purchasing area.
(evaluation).
CHAPTER IV: 16

MY SALES

Quote type

My offers:  Requests where you have

been invited to quote directly.

My subscriptions: Those requests for

orders where the supplier subscribed
to participate in the same. (without
receiving invitation to quote).

Others:  Quotes in which the supplier

was not directly invited to quote, but
which are available for quotation, if
the supplier desires.

Position type:
Option to classify quotation by
reference to Materials or Services.

Having all the selected fields (at the

request of the supplier) you proceed
to click on the search button.
 CHAPTER IV: 17

MY SALES

DESCRIPTION OF THE SOLPED

Reference Number Specifies whether it is Closing date for
(Solped) and its position material or service quotation

Quantity in need of Time remaining to Price offered by the

Short description of the
products, in addition to quote supplier
requested product.
the unit of measurement.

It indicates that there

are comments in the
forum. It refers to the
fact that suppliers
have commented on
certain issues, the
Option that allows you to decline an
answers to the
offer. It means that the supplier is no
questions will also be On the left side of each order
longer interested in the Solped,
indicated. request is the option to mark it as
therefore it withdraws from it.
FAVORITE

When you select this icon the

request will also be found in "My
favorites"

To remove the Solped from my

favorites, click the same button
again.
 CHAPTER IV: 18

MY SALES

SEE DETAILS OF THE SOLPED

At the top right will appear the announcement of your quotation status, in addition to the best price
offered. The general data of the application are also in this part:

NOTE: If the order request requires technical evaluation, it is mandatory to attach it in the attached files
so that the offer is validated correctly and considered when making a decision.

Function to quote an order request that is made up of various items.

Function that generates a document in Excel with the important details of

the Order Request.

Option to decline the order request, in case the supplier is not interested
in it.

Option to mark as favorite to the order request, will also be found in the
option "my favorites"

After completing the necessary data and attaching the required

documents, we proceed to save the changes and quote.

A brief description of the status of the order request is given below:

Guests

Remaining time: Guests: Best unit price: Your unit offer: Quote date: Attachments:

Time period in force Number of suppliers Best unit price among Price quoted by the Date the user’s offer It indicates which
before applications that are also listed in the the various quotations user. was quoted. files should be
are completedes same Solped. of participating attached to complete
suppliers. the offer (Quote, Fact
sheet, etc).
 CHAPTER IV: 19

MY SALES

Quotation
Discount factor in unit price
Quantify Currency:
It is the discount factor that is applied to the
Number of Type of
unit price when another supplier offers a
products currency
better offer. (Without reaching the
requested. quoted.
minimum offer of unit price)

UM: Unit price:

Description: Minimum offer of unit price:
Unit of Price the supplier quotes for the
Information about It is the lowest final price,
measureme material/service of the request.
the requested which the supplier is willing
nt of the This price is the one that competes
product. to offer.
product with the price of other suppliers

Quotation conditions:

Section that specifies the quotation conditions that the

supplier undertakes to comply with if he is selected to
make the purchase.

It is important that the days of delivery are numbered,

that is, the number of days on which the goods will be
delivered.

Offer valid until: Final date where the supplier’s offer

will be validated.

Additional costs: Section where it is specified that

other costs can be identified.

Comments: Section where the supplier can comment

on other important points.
 CHAPTER IV: 20

MY SALES

Quotation

My offers:

It presents the history of

offers that the supplier has
made in the same Order
Request.

Solped conditions:

It is the required and

important information that
must be fulfilled for the right
execution of the offer.
 CHAPTER IV: 21

MY SALES

Quotation: How to attach a file?

Click on the "Attachments" tab and click on the "New" section

This section will show the record of the shared

files.

We proceed to choose which file to upload. If the file to attach

is a quote, choose "Quote". If the file is a technical proposal
select "Technical proposal". If the Solped requires attaching
some other file select "Others".

The following window will appear, to start uploading the required documentation, click

Recommendation: Upload files

in pdf format (.pdf<10 mb)
 CHAPTER IV: 22

MY SALES

Choose the required file, example:

NOTE: There can only be one quotation file and, if required, one technical file. (There must only be one file
for each document required for the right quotation).

We select the file that we want to upload and, when it has already been uploaded, click Attach, to finally share
the required documents.

When a file is attached, it will appear in the

"Attachments" section. You will have access
to various functionalities such as:

Visualize:
By clicking on visualize, you can
preview the attachment.

Download: Update: Remove:

By clicking, you can Option to replace the If you want to remove the
download the attached attachment with a new one. attachment, click this option.
file. (It will repeat the procedure
of attaching a file).
 CHAPTER IV: 23

MY SALES

Quotation: Comments (Forum)

If the user has a comment, doubt or clarification about a solped, you can enter in the
forum to comment on it.
Click on the "Comments" tab to view the Forum

In this option, the user may leave his doubts or comments to the respective buyer. The
responses to the comments can be viewed by all suppliers, as they can resolve the
doubts of more than one user.

The roles "Applicant" and "Technical Evaluator" also comment on the forum.

A simple way to know if a solped has comments is to indicate a conversation icon

from the "My offers" section.
 CHAPTER IV: 24

MY SALES
Quotation: How to subscribe to a Solped
NOTE: SECTION FOUND IN
Solped-
Description position "OTHERS", IN THE SEARCH
CRITERIA.

There are occasions when a solped has

several items. We can observe it when
there are items that have the same
number of solped (as in the example).
The difference is the position
(Reference to SAP)

We can enter a solped where we are not subscribed or invited and we appear the details
of the request for order, but the option to quote is not allowed. (Not editable)

In order to subscribe to the Solped and start quoting, click on the button on the right.

After clicking, it will be understood that we have subscribed to the Solped and the options
will be activated so that the user can start quoting.

It is observed that the button located on the right changes yellow color, meaning the
correct subscription to the Solped.

This instruction applies to any solped, regardless of the number of items in its division (it
may be only one or more of one).
 CHAPTER IV: 25

MY SALES

Quotation: Quote by order request

If we have been invited or subscribed to a solped and are interested in several items, there
will be the option to quote for solped

The option is located at the top of the screen, above the general details of the request.

When you click on Quote by solped, we will see the data to be filled in by the user, in
addition to the option to attach quotation and save.

The attachment notice defines the meaning of the red triangle that will appear when a
technical proposal needs to be attached next to the description of the product to be
quoted. Example:
 CHAPTER IV: 26

MY SALES

Quotation: Quote by order request

When quoting per solped the following table will appear, indicating the option to quote per
item:
In Quote, we can check and Option to place the Option to place the
uncheck the item option that we unit price per item. minimum offer of unit
are interested in quoting. price.

If we place the cursor above the description, it

Option to place the
will appear in full, Example:
discount factor per item
This option indicates the
best unit price offered so
far in each item of the
solped.

If the user wants to place the same data in all items, there is the option to drag the information, selecting the
desired data and then, clicking on the square on the right of the last selected data, (similar to the facilities offered
by Excel).

Move the cursor to the boxes you want to replace and they will change automatically:

The third option did not change automatically as the quote option is disabled To save the changes we must
click the save button.
 CAPITULO IV: 27

MIS VENTAS

My Orders

By placing the courses above "My Sales" we can enter the

section "My Orders"

This section contains the orders that were assigned to the supplier, in addition to the
date they were placed:

By clicking on "Order details", we can observe the following information:

The supplier may

download your
purchase order.

Description of the offer Indicates whether View the details of

request, as well as the date it is a material or a the request, as well
and sub total of the quote. service as its departure.
 28

CHAPTER V.

OTHER FUNCTIONS
The reader will learn the various functionalities that Cotizame provides to the user. It
explains the option of "My rating", "My favorites", "Alerts", etc.
 CHAPTER V: 29

OTHER FUNCTIONS

MY RATING

Among the sections that appear in the Cotízame menu is "My rating". In this section
will be the rating that is determined to the supplier after fulfilling the requests for
assigned orders, as well as tenders, etc.

CAREFUL
It is important to know that all requests for orders, shares and quotation
editions can several in the supplier’s rating, Example:

When quoting, the supplier can make modifications, as long as they are at lower unit
prices than the previous one. If the supplier wishes to change the quotation to a
higher price, the change will proceed, but it will have a penalty of -1 in the rating as a
supplier, so it is important to be careful when filling in and submitting the quotation
 CHAPTER V: 30

OTHER FUNCTIONS

MY FAVORITES

At the top left, among all the sections of Cotízame, is the tab "My favorites".

Within it, will appear all the solpeds that the user has marked as "favorites":

It is noted that the favourites button is in red, indicated that it is indeed

classified in the user’s favourites.
 CHAPTER V: 31

OTHER FUNCTIONS

ALERTS

At the top right, you will find the number of notifications or alerts related to quotes and user-related
functionalities. (Feature by bell shape).

Clicking "Mark as Read" specifies that the

selected notifications do not appear as
alerts, without having to review them. Under "All", the user will be able to view
all types of alerts.

Option to remove selected alerts

Check box to perform some Date of receipt of alert.

action. You can check one
or more at a time.
Alerts are divided
according to their
classification.

If you want to configure the notifications you receive in your email, go to the settings section and
proceed to "My notifications"

Explication made in Chapter III. MENU OF CONFIGURATIONS.

GLOSSARY

C
COTIZAME
Portal for the submission of offers, so that the
commercial partners can program their quotations
with greater autonomy.

D
Discount factor
This is the amount that the system will deduct
from the current unit price each time another
supplier’s offer improves the user’s offer.

M
Minimum offer
This is the minimum price at which the supplier is
willing to sell the application material. It is not
obligatory to put a lower price, if you want to keep
your price, this amount must be equal to { unit
price nearest}.

Q
Quotation
Document that establishes the price of a material
or service quoted on the portal.
Important requirement to validate the correct offer
in COTIZAME.

S
SolPed
It means an order request, is that which a buyer
requires for the correct functionality of the
company and its workers.

T
Technical proposal

The fact sheet is a document which consolidates

the technical specifications of a material required
for the monitoring of the offer.

Unit price

U
This is the price at which the supplier offers to sell the
material of the application.
This price is the one that competes with the price of
other suppliers.
This price can be improved in automatic if the user so
decides (if its minimum price is lower than the unit
price and if it placed some amount in the discount
factor