Overview:
This article explains how to use the Warranty Advisor feature in Sales Assistant within Xvantage for Associates (X4A) CRM.
Warranty Advisor identifies products in a quote that may require warranty coverage, such as computers, laptops, and other hardware devices. Eligible products are marked with the Warranty Needed indicator, helping you quickly identify and add recommended warranty services to the quote.
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, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In the CRM navigation menu, go to Sales > Quotes.
Ensure the quote view is set to All Quotes EMEA.
To change the view, select the view drop-down menu and choose All Quotes EMEA.
Locate the required quote using either:
Filter By on the column headers, or
The Filter by keyword search bar.
Open the quote by selecting the quote name.
On the quote page, select Sales Assistant from the command bar.
If the Sales Assistant button is not visible, select the ellipsis (...) to view additional command options.
The Sales Assistant opens in a new browser tab.
In the My Quote section, select Warranty Needed.
From the Attach tab, review the available warranty recommendations.
Select the required warranty and adjust the quantity using the Plus (+) or Minus (-) buttons.
Select Add to attach the warranty to the quote.
The selected warranty is added to the My Quote pane.
Click Update Quote.
The selected warranty products are added to the quote, and the updated quote is synchronized back to CRM for further processing.