Overview
This article provides step-by-step instructions how to process an order in Xvantage for Associates starting from CTO App in Xvantage for Associates (X4A) CRM.
Process
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
Within CRM’s left navigation menu click on CTO App under Sales.
After clicking CTO App, select CTO Order from the drop-down menu in the CTO App and enter the Customer account number. Click Submit.
Search for the quote in the Quote ID field.
Click the Quote ID hyperlink to open the Quote Details page.
Click Checkout.
Confirm the information on the quote is correct including end user details (contact name, phone number, and email), then click Continue.
Update Vendor Requested Information and Install at Site details as needed, then click Continue.
Enter in PO, Billing, and Shipping Details. Ensure shipping details include contact name email and phone number. Click Place Order.