Overview:
This document includes steps on how to convert your quote into an order in Xvantage.
Note:
If you are unable to access certain pages or features, please verify your permissions with your admin user.
Once a quote has expired, it can no longer be converted into an order and the Checkout button will not be displayed. Please reach out to your Sales Representative for assistance.
Process:
Log in to Xvantage.
Navigate to My Business and click on Quotes section.
Select My Quotes located next to the filter functions. All your Quotes will appear on the page.
Search quote by Quote ID, Deal ID or Vendor Name that you want to order, and you enter.
Filter by Expiration or Quote status.
Once you enter the quote details page, you need to click on the Checkout button in the bottom right corner.
In the next section, you could add additional information. When you have finished with filling in the information or you do not want to fill anything, you must click again on the Checkout button.
End user(optional).
Voucher/coupon code (if you have such).
Partial ordering the quote(optional) by deducting the quantity of the lines that you want. You cannot increase the quantity of the lines which were created in the quote.
You will be transferred to Checkout section in which you need to fill the following information:
PO number – your customer order number in Ingram. If you do not fill it, our system will generate one (e.g. POXXXXXXXXXXXXXXX)
End customer PO Number (optional) – your customer number that you have created in your system.
Delivery option – you must select between the “Complete delivery” or “Deliver when it becomes available” (to ship what is available in our stock)
Payment method – the way you want to pay this order (Terms/Visa/Master card/Master card debit/Visa debit)
Shipping details – if you want your order to be delivered to a different address than your default one indicated in the order, you need to click on the Pen Icon and it will pop out a new window in which you could search for an already existing address or you could enter a New one in the “Add new shipping address” icon on the top right. After finishing your choice, you must click on the “Save” button. In this section you could also add some shipping notes that you want us to give to the carrier. Keep in mind that if you change your default delivery address, this could add additional shipping fees for the order which are based on your contract with Ingram micro.
Reseller and End customer information – in this section you can add an email address that you want to receive the order confirmation on top of the one that is indicated in the section. If there is an End user added in the quotation, it will also appear there. Under the Reseller and End customer information, you have the possibility to choose the shipping method for this order. Keep in mind that if you change your default delivery address, this could add additional shipping fees for the order which are based on your contract with Ingram micro.
When you have finished with the previous steps, you could verify the Shippable summary in the top right corner – Shipping charges, VAT, Order/Backorder weight, Estimated total.
When you have finished with the reviewing, you must click on the Place order button to finalize your purchase order.
After a couple of minutes, you will receive an Order Acknowledgement Email to the one indicated in your order.
After submitting, you will receive an Order Confirmation and can view your order under My Business → Orders.
To revisit your quote, return to My Business → Quotes and search using the Quote ID.