Overview:
This article explains how to place an order in Xvantage for Associates (X4A) by locating an eligible quote and completing the checkout process.
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.
On the Quotes page, use the search bar to locate the quote you want to place an order.
Verify that the quote status is Ready to Order.
Select the Quote Name/ID to open the quote details.
Review the information on the Quote Details page.
In the Summary panel, you can:
Update product quantities.
Select or deselect individual line items.
Click Checkout to begin the ordering process.
On the New Order page, review the quote details and click Continue.
On the Checkout page, review and verify the following information:
End User (optional, depending on the product)
Product Quantity
Shipping and Billing Addresses
Shipping Services
Enter the Purchase Order (PO) Number in the designated field.
Under Reseller and Customer Information, select Add Email Recipients.
Enter the required email address(es) and click Confirm.
Review all order details to ensure they are accurate.
Click Place Order to submit the order.
The Order Acknowledgment page is displayed, confirming that the order has been successfully submitted.