Overview:
This document outlines the steps to manage a quote based on vendor bids for HPE within Xvantage including HP Big Deal number.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My business and then choose Vendor Deals.
From the Select vendor drop-down list, choose HPE.
You can now view the vendor deals of HPE.
All active and orderable bids, including Big Deals associated with your account will populate. Results may be filtered by Deal ID or End Customer name. Once filtered, go to the table list and click on the Deal ID link found next to the end customer name.
If you wish to retain the Deal ID option, enter the Deal ID number, then select the search icon (magnifying glass icon) to view the results displayed.
Alternatively, from the list of Vendor deals in the table, select the desired Deal ID of the product you wish to add to your cart.
A separate pop up window will appear requesting the user to select which product type this best fits: Bundled Products or Standalone Products.
Once done, select the product from the line items. Then choose Request quote.
Another pop-up window will appear requesting for more quote information. All mandatory fields will be marked with a * symbol. Include as many as 10 email address recipients in the Send a copy of this quote to the following recipients’ field. Once done, select the Submit button.
The Request submitted pop-up window will appear and display the successful submission of the quote. You will also receive an email notification on this submission.
Select the View quote detail button on this window to return to the Quote details screen, or you may click on the view quote link sent to your email.
Once inside the Quote details page, note that your quote is Ready to Order. Once all details have been reviewed, click on the Continue to Check button.
In the Cart screen, select the CONTINUE button.
In the CHECKOUT screen, validate details such as:
Delivery option
Billing details
Shipping Summary
Quote details
Select PLACE ORDER on the right side of the screen.
An Order Acknowledgement message and Order Details will be generated and sent to the specified email address. This order will undergo validation by the Ingram Micro team.