How to Create a New End User in GDE in Xvantage for Associates

Overview:

This article explains how to search for an existing End User or create a new End User record in GDE Deals & Discounts within Xvantage for Associates (X4A). Creating an End User ensures that deal information is accurately associated with the correct customer before the deal is submitted for processing.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it. Xvantage for Associates will open in a new tab.

3. From the left navigation menu, select Revenue, then click GDE deals & discounts.

   • Alternative: You can access GDE directly using the standalone URL: gds.ingrammicro.com.

4. If accessing GDE through the standalone URL, select GDE Deals & Discounts from the home page.

5. Locate the deal you want to update by searching within Exception Deals using one of the following criteria:

   • Deal #

   • Vendor name

   • Reseller name

   • Reseller #

   • End user name

   • End user #

   • Program name

   • Master contract

6. Select the preferred search criterion.

7. Enter the corresponding search value and press Enter.

8. From the search results, select the Deal number to open the deal.

9. In the deal details, select the Edit (pencil) icon next to ACOP End User #. The End User Search window opens, allowing you to search for an existing End User or create a new one.

Search for an Existing End User:

1. Search using either:

   • End User Name

   • ACOP End User ID

2. If a matching End User record is found, select it.

3. Click Save to associate the End User with the deal.

Create a New End User:

1. If no matching End User record exists, select Create New.

2. The system populates available End User details from the deal.

3. Complete any required fields, including Company Type.

4. Review the information for accuracy.

5. Click Save to create the new End User record and associate it with the deal.

Notes

Important: Always search for an existing End User before creating a new record to help prevent duplicate customer records.

Note: Some fields may be automatically populated based on information already available within the deal.