How Do I Create a Quote and Place the Order in CRM

Overview

This article provides a step-by-step instructions on how to create a quote and place the order using CTO app in Xvantage for Associates (X4A) CRM.

Process

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. Within CRM’s left navigation menu click on CTO App under Sales.

6. Select CTO Quote, choose your Customer, Contact, Vendor (e.g. Dell) and click on Submit.

7. You will be redirected to Xvantage interface within Xvantage for Associates impersonating that reseller. Input the quote ID.

8. On the Create Quote page you can see all line items, vendor deal information, end customer information.

9. Fill out the required fields including those you would like the quote emailed to. Click Submit.

10. You will be taken to a revised Quote details page. Review all details ensuring the end user contact has name, email, and phone number, then click Continue to Checkout when ready.

11. Review details and click Continue to place the order. Vendor Requested Information will need to be filled in before you will be taken to the final screen to place the order.