Overview:
This article outlines the process for setting up Auto Quote Preferences for a reseller in the CRM. This configuration allows users to define how auto quotes (AQs) are handled for a specific account, including vendor-specific behavior and automated quote generation rules.
Note: This function is used by Business Admins.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A Hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM find to Extensions in the left navigation panel.
Select Auto Quote Preference from the Extensions sub-menu.
Click New on the command bar to create a new Auto Quote Preference entry.
In the Account field, enter the name of the reseller. This will populate other related fields.
Complete the required fields as follows:
Black List All AQs – Defaults to False. Change to True to apply blacklist behavior to all vendors.
Master Vendor Code Blacklisting – Specify individual master vendor codes separated by commas (e.g., H340,H341) to target specific vendors.
Behavior of the Blacklisting – Select from the dropdown:
Do Not Create AQ – No auto quote will be generated.
Do Not Activate AQ – an auto quote will be generated but it will never be automatically activated even if all conditions for this are met.
Activate but not Send AQ – an auto quote will be generated, it will be activated if all conditions are met (SKUs are present, pricing is correct, etc) but will not be sent even if there is contact selected.
Country – Auto-filled based on the selected account.
Owner – Automatically selected based on the owner of the selected account. It can be the country/team/IS1 and doesn’t impact the functionality.
After entering all information according to the desired behavior, click Save.