Overview:
This document outlines the steps to manage a quote based on Vendor Deal for HPI within Xvantage.
Process:
Log in to Xvantage.
From the left navigation menu, select My business, then Vendor Deals.
In the search bar, tick the vendor drop-down menu to HPI. From here, the user can view the vendor deals of HPI.
From the drop down menu of Vendor Deals, choose Deal ID and input the number. Alternatively, go to the table and click on the Deal ID link found next to the end customer name.
Depending on the Deal ID quote, a pop up window will appear. This window will indicate that this specific Deal ID contains multiple product types which cannot be quoted together. The user will be requested to select which product type to proceed with: Bundled Products or Standalone Products.
Choose the appropriate product type, then click Continue.
Once inside the Deal ID window, choose the Select all checkbox found below the Line items to select all the products that have vendor deals.
Update the appropriate quantity, then click on Request Quote.
The Create a Quote pop up window will appear. Input the necessary reseller information (CSN) or opt to Skip or Continue this step.
If the user chooses to Continue, a pop up window will appear requesting for mandatory quote information through an asterisk (*). Once done, click Confirm & Submit:
Quote Name
Reseller Contact Information (Contact Email, First Name, Last Name)
Optional: Additional Email Recipients
An email confirmation and pop up window will appear indicating that the submission was successful. Click the link sent to the email or the pop up window stating View Quote Detail.
In the Quote details page, note that a new Quote ID is generated and is tagged as Ready to Order. Review and update the details inside the page, and once ready, click on Continue to Checkout.
In the next page, the system will notify whether details need to be further updated (ie. Customer Information). Update what is necessary, then click Continue.
The user will be led to the Vendor Requested Information. Update all the mandatory information characterized by the red asterisk character (*), then click Save & Continue.
Once inside the Checkout screen, validate details such as:
Order Information (PO Number)
Billing Information (Payment Method)
Shipping Information (Ship to Customer, Shipping notes, etc.)
Delivery Contact Information (Contact Name, Contact Email, Contact Phone)
Once done, click on Place Order found at the right side of the screen.