Overview:
This article explains how to create a Lenovo quote using Vendor Deals in Xvantage, from accessing the CTO App to selecting a Deal ID, requesting a quote, and proceeding to checkout.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the left navigation menu, click the CTO App under Sales.
Enter the required details:
Customer
Contact
Vendor - select Lenovo
Click Submit. This will allow you to impersonate your customer in Xvantage and view the quoting experience from their perspective.
The Vendor Deals page will be displayed.
Search for Lenovo.
Use the dropdown menu to search for a deal either by End Customer or Deal ID.
Select the appropriate vendor deal.
Within your deal, you’ll see all available line items you can add for a quote.
Note: Quotes can now include both standard and configuration products.
After choosing your products, click Request Quote.
If prompted, update the End Customer details:
Click Update
Choose the customer
Click Select
Click Request Quote again.
A Vendor Requested Information pop-up will be displayed.
Review the available line items within the selected deal.
Enter the reseller email address
Click Continue
Complete the reseller contact details
Click Confirm and Submit.
A confirmation notification will appear indicating that your request has been submitted successfully.
Click View Quote Details to access your quote.
Note: If the quote is still processing, refresh the page before proceeding.
Once the quote has been processed, continue to checkout as usual.