Summary:
This guide explains how to create and process a Dell CTO quote in CRM (X4A) and move it to checkout in Xvantage for order placement.
Subtopic 1: How to Access and Submit a Dell CTO Quote in CRM
Overview:
This article provides step-by-step instructions on how to access the CTO App and submit a Dell CTO Quote in Xvantage CRM for the EMEA region.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A Hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select CTO App.
Choose CTO Quote to the CTO App dropdown.
Fill in required fields:
Customer - Account number (no dashes)
Contact – contact’s email address
Choose Dell as the vendor and enter the Dell quote number in the Quote ID field.
Review the Dell quote details displayed.
Subtopic 2:How to Validate and Update Quote Information
Overview:
This section outlines the final steps for submitting a Dell CTO Quote in Xvantage CRM. It includes how to handle missing end customer details, request the quote, and optionally add recipients and comments before submission.
Process:
If you see an alert for missing end customer details, click Update and fill in the correct data.
Click Request Quote to proceed.
Optionally, enter up to 10 email addresses and add comments, then click Submit.
Subtopic 3: How to Finalize and Place the Order in X4C
Overview:
This section covers the steps to finalize and place an order once a Dell CTO Quote is marked as Ready to Order.
Process:
Once the quote appears as Ready to Order, click Checkout.
Review the CTO bundle line item and click Continue.
Complete the Vendor Requested Information (VRI) screen and click Continue.
Provide a Purchase Order Name and confirm the Shipping Contact Details.
Finalize the order by clicking Place Order.
You will see an Order Acknowledgment page and you will receive two confirmation emails:
One with the order details.
One with the Ingram order number.