Overview:
This document explains how to convert your Cisco quote into an order and checkout in Xvantage.
Process:
Log in to Xvantage.
Hover over to the left navigation menu and click My Business, then select Quotes.
Use the search bar to search for your desired Cisco quote.
If the status on the rightmost column is Pending Approval, the quote has not been approved for ordering yet. The credit analyst for your account can provide an update.
Once the status says Ready to Order the quote is approved.
Select your approved quote and click the blue Continue to checkout button.
On the next page you have the option to update the Reseller PO#. Once that is updated, click Place Order. You will see a change order number which confirms the order was submitted successfully.
Net New Orders - Click past the first vendor requested information page and follow the steps below.
Add the Deal ID, requested start date, provisioning contact and service to contact details, and smart account/trial IDs (if applicable).
Then click Save & Continue.
On the checkout screen, add your PO# and verify the payment terms are correct. If they are not, do not proceed. The quote must be revised including the new payment terms, and re-approved before you can proceed. Reach out to your sales representative if this is the case for your order.
Click Place Order.
Finally, you'll be taken to the Order Acknowledgement screen. This means the order was submitted successfully.