Stacked Discount Pricing and Smart Quote Expiration FAQ in Xvantage for Associates

Summary:

This Xvantage upgrade allows for the combination (stacking) of several qualifying discounts when generating quotes via Vendor Deals, CRM, and Auto Quote channels. This feature was previously accessible for Self-Serve Quotes and has now been broadened to include Vendor Deal processes across all quoting channels.

Table of Contents:

1. How can a user access this function?

2. How does this function work?

3. What are the Business Rules when it comes to this enhancement?

4. What are the benefits for Associates?

Question 1: How can a user access this function?

Answer:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales, then CRM.

Question 2: How does this function work?

Answer:

1. Vendor Deal is Loaded - A vendor deal is created and ingested into the GDS platform.

   

2. Compatibility Rules are Evaluated - When a quote is created, GDS checks whether discounts are eligible to be combined.

   

3. Best Price is Calculated - The system applies all valid combinable discounts and calculates the final customer price.

   

4. Discount Breakdown is Displayed - The User can view: Discount Type, Discount Value, Deal ID, and Expiration Date.

   

5. Quote is Activated - The quote expiration date is automatically set to the earliest discount expiration date. For CRM Auto Quotes:

   1. During the draft state, the quote may display the bid expiration date.

   2. Upon quote activation, the system recalculates and updates the expiration to the earliest discount expiration date.

      

6. Quote is converted to an Order - When the order is placed:

   1. Combined discounts remain applied

   2. Pricing remains consistent with the quote

   3. Deal linkage is maintained

   4. End user information is carried forward

   5. Discount details are available in downstream systems such as Impulse.

Question 3: What are the business rules when it comes to this enhancement?

Answer:

1. Best Available Price - Customers automatically receive the combined benefit of all eligible discounts.

2. Clear Expiration Expectations - Quote validity accurately reflects discount availability

3. Improved Trust - Customers can see pricing that reflects all applicable vendor programs and promotional incentives.

Question 4: What are the benefits for Associates?

Answer:

1. More Accurate Quotes - Associates no longer need to manually determine which discount expires first.

2. Reduced risk of Invalid Orders - The system prevents quotes from remaining active after a contributing discount has expired.

3. Better Pricing Transparency - Associates can view all discounts applied to a product, including: Vendor Deals, Special Pricing, Promotions, BDF Discounts, other combinable discounts.

4. Consistent Experience Across Channels - The same logic now applies across: Xvantage™, CRM and Auto Quote.