Overview:
This document outlines the steps to manage a quote based on Vendor bid for HPI within Xvantage™.
Process:
Log in to Xvantage.
From the left side menu options select My business and then choose Vendor Deals.
There are three drop-down menus available to help you search. In the Vendor drop-down, select HPI.
You can now view the vendor deals of HPI.
Click on the Deal ID that you will work on.
You can choose the Select all checkbox below Line items to select all the products that have vendor deals.
Else, select the checkboxes next to the desired Line items:
Deal Details page select Create Quote
Review Quote – Request Quote
Quote information – does Auto populate option to change Mandatory Fields and add additional emails, Submit
In the Quote details you have an option to select Request quote or CHECKOUT. Select CHECKOUT.
The chosen product is added to your cart now. Select CHECKOUT.
Now, choose the CHECKOUT button.
Now, in the CHECKOUT screen, validate details such as:
Delivery option
Billing details
Shipping Summary
Order details
Select PLACE ORDER on the right side of the screen.