Overview:
This process begins when a quote has been activated. The credit team is expected to review the quote and approve it before it can be converted into an order.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
Go to Xvantage CRM and click Credit Review under Customers.
The default view will show All Active Credit Review records.
Locate the credit review record by using the Record to Review filter or the quick find bar.
Double-click the hyperlink under Record to Review to open the record.
Review the credit details through either of the following:
Click the Single View of Credit tab to see the latest credit details for the reseller.
Click the Quote link from the Record to Review field to view:
Account Name
Account BCN
Credit Terms
Payment Terms
Reseller PO
End User Details
SKU Information
Quantity
Contract Value
Vendor
Cancellable or Non-Cancellable
Contract Term
Billing Frequency
Auto Renew
Total Contract Value
Annual Contract Value
Recurring Revenue
Go to the Timeline tab on the Quote Record to check for notes or attachments from the Sales Team.
Review all information and determine whether to approve or decline.
If approving, click Approve on the command bar and confirm in the pop-up window.
Upon approval, the quote owner will be notified, and the quote becomes eligible for order conversion.
If declining, add comments in the comment box.
Click Further Review Required on the command bar and confirm in the pop-up window.