Overview:
This article explains how to review and update checkout information before submitting an order in Xvantage for Associates (X4A).
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
From the left navigation menu, select Sales, then click All Quotes.
Use the search bar to locate the quote you want to process.
Verify that the quote status is Ready to Order.
Select the Quote Name/ID to open the quote details.
On the Quote Details page, you can:
Update item quantities.
Select or deselect line items as needed.
Click Continue to checkout to continue.
Review the quote details and click Continue if no additional changes are required.
On the Checkout screen, finalize your order details:
Enter the PO Number in the Order Information section.
In Billing Information, click the pencil icon to edit, select the correct address, and click Save.
Click Freight Charges drop-down to choose who pays the freight fees.
In Shipping Information, click the pencil icon to edit, select the correct address, and click Save.
Add email recipients under Reseller and Customer Information, then click Confirm.
Adjust shipping service under Shipment by clicking the pencil icon if needed.
When satisfied, click Place Order. The Order Acknowledgment screen will confirm your order details.