How to Manage AutoQuote Settings in Xvantage for Associates

Overview:

This article will provide steps how to manage AutoQuote settings in GDE in Xvantage for Associates (X4A).

Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu Revenue and click GDE deals & discounts or Navigate to GDE by using the standalone link: gds.ingrammicro.com.
If using the standalone link, from the homepage, choose Vendor Programs.
Enter a vendor name in the Vendor name text box and select it from the list.
Select the vendor program name from the Program name column.
Log Select Order, Quote & Visibility Management in the Program Details tab.
Verify Auto quote is set to Yes.

Note: Before you can use the AutoQuote Configurator Tool, the Auto quote option must be set to Yes under Vendor Program Details.

Select the Autoquote tab in the top menu bar.
The Autoquote tabs appear at the top of the screen: The Sales and VDD teams use the first five tabs. The last three tabs are reserved for Engineering.
The Settings tab is selected, displaying several options.
Expand the Main Settings option.
Enter an email address in the Vendor Desk Email text box.
Click the drop-down to select Pricing Source, Product Search Source, MSRP Source.
Click the checkbox to toggle Primary Contact enabled, Is Reseller Centric, Use Bid Contact, Enable Quote Revision.
Click the checkbox to toggle Vendor Mandatory Fields, Renewal Subscription, Order Simulate, Ignore Missing/Unresolved SKUs.

Expand the Vendor Threshold settings option.
Enter a value for Min. Margin, Max. Margin, Revenue Threshold, Bidline Threshold.

Expand the Email settings option.
Select an Auto-send option (Yes / No).
Select Auto send the Quote with VPN checkbox to include a quote.
Fill in the text fields for Contact List (CC and BCC): The CC and BCC fields will be redundant in the future when contacts are managed through AQ Preferences in IM360.
Choose an option from the Select type… drop-down.
Click the + plus sign to add another row to the contact list.
Review and adjust values for From email, From (GUID), Subject, Template Title, Template Guid, Reseller specific contact type.
Expand the Report settings option.
Review and adjust values for Report format, Report language, Report name, Report template (GUID).
Select an option to Include taxes (Yes / No).

Expand the Digital SKU settings option.
Click Enable Digital SKU checkbox to turn on the option.
Select a SKU Type from the drop-down.
Click the Save button to save the changes you made to the Main settings.