How to Create a New Dell CTO Quote in Xvantage™

Overview:

This guide explains how to generate a new Dell Configure-to-Order (CTO) quote in Xvantage, including how to configure the quote and submit it to the intended recipients.

Process:

1. How to Obtain Access to Dell Premier

2. Generate your own configuration in Dell Premier in Xvantage

3. How to create a self-serve Dell CTO quote in Xvantage

4. Order a Dell CTO Quote in Xvantage

Subtopic 1: How to Obtain Access to Dell Premier in Xvantage

To create your own configurations for quoting in Xvantage, you must have access to the distributor portal view of Dell Premier. If you do not yet have Premier access, please contact your Ingram Micro sales representative, who can submit the access request on your behalf.

Subtopic 2: Generate Your Own Configuration in Dell Premier in Xvantage

Note: You must have a login for the distributor portal view of Dell Premier. If you do not have access yet, follow the steps in How to Obtain Access to Dell Premier.

1. Log in to Dell Premier. Go to https://www.dell.com/premier and sign in using the credentials provided by Dell Premier Support.

2. Select and Configure Products. Browse and select the products you want to configure. Customize each item as needed and add them to your cart.

3. Create the eQuote. Once all configured items are in your cart, click Create Quote.

4. Enter a name in the eQuote Name field.

5. Leave the Authorized Buyer dropdown blank.

6. Fill out the required Order Contact fields with your details.

7. Click Select to apply the default options for Billing Address, Reseller Details, and any other required fields.

8. Click Save eQuote.

9. After saving, a unique Dell Quote ID will appear at the top of the page (e.g., 3700018519197.1).
   Copy this ID—you will need it later.

Subtopic 3: How to Create a Self-Service Dell CTO Quote in Xvantage

Note: This is for users with quote creation permissions.

1. Log in to Xvantage.

2. Click Start Quote found at the top of the Xvantage home page.

   • Alternatively, navigate to My Business > Quotes and click Start Quote in the top right.

     

3. Once the Start Quote pop up appears, select Quote using vendor deal.

   

4. Choose Dell from the list of supported vendors.

   

5. Enter your unique Dell Quote ID obtained from Premier ensuring to remove spaces (i.e. 3700018519197.1).

   

6. Click View Details which will load the configuration from Premier and provide you an estimate total reseller buy price.

7. Click Request Quote and give your quote a unique name, also enter your contact details and click Submit.

8. Your quote will be sent for processing by our systems and once completed will be available to view and download as a Draft quote.

Note: Customer self-serve CTO quotes are only created as draft and need to be reviewed and activate by an Ingram Micro associate.

Subtopic 4: Order a Dell CTO Quote in Xvantage

1. Login to Xvantage.

2. Navigate to Quotes via the My Business menu in  the left nav bar.

3. Locate your quote and open it.

4. If your quote is still in Draft state you will need to contact our sales team to approve and activate the quote first.

   

5. If your quote is Ready to Order, click Checkout.

6. You will be guided through the checkout process and prompted to provide End Customer information if Dell requires this for the product in question.