How to Manage a Quote Based on Vendor Bid for Lenovo in Xvantage™

Overview:

This document outlines the steps to manage a quote based on Vendor bids for Lenovo within Xvantage.

Process:

1. Log in to Xvantage.

2. From the left navigation menu, select My business, then Vendor Bids.

3. In the search bar, tick the vendor drop-down menu to Lenovo. From here, the user can view the vendor bids of Lenovo.

   

4. The default category from the line up items is Master Contract (MCN). If available, input the MCN number. Alternatively, go to the table and click on the MCN hyperlink found next to the end customer name.

   

5. Once inside the Lenovo MCN window, choose the Select all checkbox found below the Line items to select all the products that have vendor deals.

   

6. Update the appropriate quantity, then click on Request Quote.

7. A pop up window will appear titled Request Quote Information. Fill up all mandatory information characterized by a red asterisk (*). Enter additional recipient email addresses (optional). When done, click Submit.

   

8. A pop up window will appear indicating a successful submission. Click the View Quote Detail to review the quote.

   

9. The user will be brought to the Quote Details page for review. All information will be made visible such as :

   • Quote ID

   • Ready to Order

   • Quantity

   • Price

     

10. Once reviewed, click Continue to Check out.

11. The system will review the quote, and notify other necessary items that need updating (such as missing customer information, selecting or deselecting line items and the quantity). Once updated, click Continue.

    

12. When updating the missing customer information, go to the upper right corner to Your Customer. Click on the drop down menu and click on update.

    

13. From here, you will be brought to the Add End Customer page. Update as necessary, then click Save.

    

14. A separate window will open called Vendor Requested Information. Fill in the necessary details such as the Lenovo License Number. Once done, click Save & Continue.

    

15. The user will be led to the Check out page. Once inside, validate details such as:

    • Order Information (PO Number)

    • Billing Information (Payment Method)

    • Delivery Options

    • Shipping Information (Ship to Customer, Shipping notes, etc.)

    • Reseller & Customer Info

    

16. Once done, click on Place Order found at the right side of the screen. An Order Acknowledgement will be shown on screen and sent via email.