How to Check for Available ACOPs on an Order Line in CRM

Overview:

This article outlines the steps to check for available ACOPs on a product line within a quote or order in Xvantage for Associates CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Sales and select Quotes.

6. Ensure that your view is All Quotes to be able to view all quotes. To do this, select the view drop-down and choose from the options.

7. To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Open the quote by clicking the quote name (a hyperlink).

9. Add a product line to the Products tab of your quote or order.

10. In the SP (Special Price) column, you’ll see a number indicating how many ACOPs are available for the selected product and reseller.

11. To view more details, click the drop-down arrow on the left side of the product line. This will expand additional fields.

12. Under the expanded section, review the Special Price types associated with the product. These may include:

    • Discounts

    • Components

    • Free Goods

    • BIDS

    • ACOP

13. If the option is an ACOP with Authorization (BIDS), select it from the list.

14. Click Apply to use the selected ACOP on your order line.