Overview:
This article explains how to add products to a quote in CRM using a single-line entry. Depending on the information available, you can add products by entering an IM SKU, Vendor Part Number (VPN), or Vendor SKU.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Quotes.
Ensure that your view is All Quotes EMEA to be able to view all quotes.
Locate the quote by clicking the column header and use the Filter By option or the Filter by keyword bar.
Select the Quote Name (hyperlink) to open the quote.
Open the Products tab.
Choose one of the following methods to add a product.
Option 1: Add a Product Using the Search Bar
Enter an IM SKU or Vendor Part Number (VPN) in the search bar.
If a single matching IM SKU is found, CRM automatically creates the quote line.
If multiple matching IM SKUs are found, the Product Search page opens.
Use available filters such as:
Vendor
CRC Code
Customer Code
Select the appropriate IM SKU.
Select Add to create the quote line.
Option 2: Add a Product Using the Vendor SKU Column
Enter the Vendor Part Number (VPN) in the Vendor SKU column on the next available line.
If a single match is found, the quote line is created automatically.
If multiple matching IM SKUs are found, the Product Search page opens.
Use the available filters to locate the correct product.
Select the appropriate IM SKU.
Select Add to create the quote line.
Option 3: Add a Product Using the SKU Column
If you already know the IM SKU, enter it directly in the SKU column on the next available line.
The quote line is created automatically.