Summary:
When several discounts are applicable to a single product, the system now automatically combines qualifying discounts to provide the most advantageous price for the customer, adjusts the quote expiration date to reflect the earliest discount expiration, and clarifies the discounts applied when appropriate. Below are some frequently asked questions regarding this enhancement in Xvantage.
Table of Contents:
What are the prerequisites?
What is new in this enhancement?
What are the key benefits?
What are the Auto Quote enhancements?
What are the Vendor Deal Combinability enhancements?
How can I verify if the discounts were applied?
Question 1: What are the prerequisites?
Answer:
Vendor Deal Combinability Discount is configured.
More than one discount is applicable.
Vendor Deal Discount is available.
Special Pricing Discount is available.
Question 2: What is new in this enhancement?
Answer:
When multiple discounts apply to the same product, the quoting experience now:
Combines eligible discounts to calculate the best available customer price
Automatically sets the quote expiration date using the earliest discount expiration date
Provides visibility into applied discounts and their expiration dates (where supported)
This functionality is now available across supported quoting channels including Vendor Deals, CRM-generated Auto Quotes, and Xvantage quoting experiences.
Question 3: What are the key benefits?
Answer:
• Improved pricing accuracy
• Consistent behavior across quoting channels
• Reduced risk of expired discounts being honored
• Greater transparency into applied discounts
• Better customer experience through accurate quote validity dates
Question 4: What are the Auto Quote enhancements?
Answer:
CRM - Auto Quotes - With the Auto Quote feature, applicable discounts are seamlessly merged to provide precise pricing for customers. After the quote is activated, the expiration date is automatically set to the earliest date among the discounts applied, ensuring that the pricing and quote validity are consistently aligned.
Viewing Discounts - Combinable discounts can be found in the Products section of the Quote. In the product line item, associates are able to see which discounts have been applied, the amount, expiration date, description, and the quantity available.
Auto-Sync of Expiration - After the quote is activated, the system will automatically adjust the expiration date of the quote to match the nearest expiration date of the discount.
Question 5: What are the Vendor Deal Combinability enhancements?
Answer:
Xvantage Vendor Deals now effortlessly integrates all relevant combinable discounts, such as Vendor Deal and Special Pricing discounts, throughout the quote generation process, ensuring customers receive the most competitive pricing without any manual intervention.
The system will automatically modify the expiration date of the quote to match the nearest expiration date of the discount, thereby ensuring that quotes do not remain valid after the applicable discount has expired.
Associates can access a comprehensive summary of the discounts applied, featuring expiration dates and promotional details, right within the quoting interface.
Question 6: How can I verify if the discounts were applied?
Answer:
Validating Applied Discounts in Impulse - To verify that combinable discounts were applied correctly, associates can review the order in Impulse and confirm the applied deal discounts and final pricing. The order details reflect the discounts carried over from the quote, allowing associates to validate that the combined discount was successfully applied to the order.
