How to Generate a Full Auto Quote in GDE in Xvantage for Associates

Prev Next

Overview:

This article will provide steps how to generate a full Auto Quote in GDE in Xvantage for Associates (X4A).

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for Xvantage for Associates (X4A) and open it.

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

  4. Click GDE deals & discounts or you may navigate to GDE by using the standalone link: Ingram Micro - GDS.

    • If using the standalone link, from the homepage, choose GDE Deals and Discounts.

  5. Search within Deals and Discounts to find bid.

  6. Click the hyperlink deal# to open the deal record.

  7. Click Generate Full quote button above product table.

  8. The quote will generate, and quote# in GDE record will update.

    Note: The Generate full quote button will only be available if auto quote is enabled for this vendor program