Overview:
This article explains how to add end customer information when placing an order in Xvantage for Associates (X4A). Depending on the product or vendor requirements, providing end customer details may be optional or required before the order can be submitted successfully.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Alternatively, you can open Xvantage for Associates directly from My Apps.
In X4A’s left navigation menu, navigate to Sales and select All Quotes under the Quotes section.
Use the Search field to locate the quote you want to convert into an order.
Verify that the quote status is Ready to Order.
Click the Quote Name/ID hyperlink to open the quote details.
Review the quote details and make any necessary updates.
(Optional) Revise the Quote: click Revise if you need to:
Adjust quantities
Add or remove line items
Update quote information before checkout
Click Continue to Checkout to begin the ordering process.
If end customer information is required, a notification prompts you to provide the details.
Click Add Your Customer.
In the Select End Customer window, click + End Customer.
The Add End Customer form opens. Complete the applicable fields:
Country
Company Name
Contact Name
Email
Phone Number
Customer Type
Address
State
City
Zip Code
Click Save. The newly added end customer is displayed on the New Order page.
Verify the end customer information and review the order details.
Click Continue.
Review the order information and click Place Order. The Order Acknowledgement page appears, confirming that the order has been submitted successfully.