Overview:
This document outlines the steps to generate a Quote within Xvantage.
Process:
Log in to Xvantage.
Click the Start a quote button at the top of the page. This will open the Start a quote dialogue window.
By default, Standard quote is chosen. Click Continue.
Add a quote name and click Continue.
Select +Add line items.
Select one from the list of available options:
Quick add by VPN or SKU - Pick this option if you know the SKU or VPN for the items you want to add to your quote. In the Quickly add items to your quote pop-up window, enter the SKU or VPN number of the product in the SKU or VPN field, and enter the number of products you want in the Quantity field. Select Add to quote.
Search our catalog - you can use that option if you know only the type or the brand of the item you want to add (e.g. laptop, smart phone, Lenovo, HP, Samsung). Use the search bar to locate the items you want to add to your quote and click the blue Add to quote button under each of the items. Once you've added all desirable items click the quote icon in the top right corner next to the notifications bell icon.
Select the End Customer for the quote. This may be optional but required for most of the products/services.
Select a date on the quote expiration.
On the quote editing page, you can select:
Clone quote: Create a replica of an existing quote
Save quote: Save the quote for future use
Activate quote: To initiate the ordering process select activate. Once activated the quote cannot be edited and is locked for processing into an Order.
Click Activate to activate the quote. This will lock the quote and make it Ready to Order. You can locate the quote in the Quote List. The quote will remain Ready to Order until it reaches its expiration date, at that point it will be closed.