How to Access Vendor Deals from the Quotes Page in Xvantage™

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Overview:

This article will help users quickly access vendor promotions without leaving the quoting workflow. By clicking the View All Vendor Deals button, users are redirected to the Vendor Deals page, where they can search for and select a vendor to view registered deals and active promotions, making it easier to discover and leverage available deals during the quoting process.

Process:

  1. Log in to Xvantage.

  2. Hover over to the left navigation menu and click My Business.

  3. Click Quotes.

  4. The Quotes page will be displayed.

  5. On the right side of the page, click View All Vendor Deals.

  6. You will be redirected to the Vendor Deals/ Vendor Bids page.

  7. Select a vendor to view available registered deals.

  8. The list of Vendor Deals/ Vendor Bids will be displayed.

  9. Click the Deal ID to open the deal details.

  10. Click Request Quote.