Overview:
This article explains how to create and submit Dell individual warranty orders in CRM, including adding products, entering purchase dates, associating an end user, and completing the order submission process.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Orders.
On the command bar, select + New.
Complete all required fields (marked with a red asterisk) and select Save.
Open the Product Import tab and paste the required SKU(s).
Select Add Products.
In the Products tab, verify that the products have been added successfully and confirm that the pricing and quantities match the purchase order.
Click the yellow icon under SKU.
In the window that opens, enter the purchase date information for each product.
The number of purchase date entries must match the number of products.
Select the calendar icon and choose the purchase date.
Purchase dates can only be selected up to 30 days prior to the current date.
After entering the purchase date and serial number for the first product, select Add.
Continue adding purchase dates and serial numbers until all required entries are completed.
The indicator box displays the number of remaining serial numbers that must be added.
When the indicator shows 0, select Attach Changes.
You will be returned to the product grid, where the purchase date icon changes to indicate that the information has been attached successfully.
Select Submit Order.
The End User page opens automatically because end-user information is required.
If the fields are locked, select Open Search.
Add the end user using one of the following methods:
Enter the end-user details manually.
Create a new end-user record after confirming that one does not already exist.
Search using part of the end-user name and select a matching record from the results.
After completing the end-user information, return to the Products page and select Submit Order.
Review the information on the Order Confirmation page.
Select the appropriate print or no-print option, if required.
After the order is submitted successfully, the Order Review page opens.
To view the complete order details, select the Order button.