Summary:
This FAQ details each type of quote and the appropriate circumstances for their use.
Question: When Should I Use Each Quoting Type FAQ CRM?
Answer:
Quote Customization
CTO: You have a customized configuration, and Ingram Micro was chosen as the procurement source. Example: Cisco or Dell
Self Service: You need to add individual products or bundles from the Ingram Micro catalog. This can be end-customer specific or for multiple end-customers.
Auto Quote: Quick, Simple –Vendor quoted product and has fixed configurations only.
Quote to Order Ordering Only: Qualified quotes can be partially ordered. All other quotes must be ordered in full. Note: Your Ingram Micro sales representative creates Partial Ordering quotes.
Process Complexity in Xvantage
CTO: Simple – Easy to use. Required vendor fields noted.
Self Service: Simple – Easy to use. Add SKUs and get your pricing.
Auto Quote: Simple – Minimal input required.
Quote to Order Ordering Only: Simple – All quote prices are enforced during checkout, and the ordering process is fast and easy.
User Input in Xvantage
CTO:
Simple – If the end customer fields are on the vendor quote.
Moderate– If additional customization is required
Self Service: Moderate
Auto Quote: None
Quote to Order Ordering Only: Only Vendor mandatory fields, PO number, and required shipping and ordering information
Speed
CTO: Fast – No SLAs or no associate assistance
Self Service: Fastest – Quote creation, no SLAs or no associate assistance
Auto Quote: Fast
Quote to Order Ordering Only: Fast and simple
Automation Level
CTO: High
Self Service: Moderate
Auto Quote: High
Quote to Order Ordering Only: Ordering is automated but requires input.
Ideal For
CTO: Custom Product
Self Service: Ideal for quick notes
Auto Quote: High-volume, standard product sales
Quote to Order Ordering Only: Any quote viewable on Xvantage for Customers (X4C).