Overview:
This document includes steps on how to order some of the products in your quote in Xvantage.
Note: Once the user clicks on Quotes, Brazil redirects to a partner portal. https://www.ingrammicro.com.br/partnerportal/novo/login
Process:
Log in to Xvantage.
Hover over the left navigation menu, click My Business, then Quotes.
Quotes can be searched by using the drop down menu then type the information in the search box relevant to any of the categories below:
Quote ID
Quote name
Deal ID
End User name
Vendor name
Quotes can also be filtered by Expiration or Quote status.
Click on the Expiration Window button, and choose whether the quote will expire today, or within 3 or 7 days.
Alternatively, the All Filters button can provide a more focused search. In addition to the Expiration window, the user can also indicate the exact dates the quote was created or last updated, what is the current quote status (Active, Drafts, Closed, or Not Approved), any additional quote updates, and the quote owner.
Once all specific details are indicated, the user can now choose the appropriate quote from the selected quotes in the Quote name/ID line up. Then, click on the Continue to Checkout button found at the bottom right side of the page.
Note: The quote should be under the Ready to Order status for this order to proceed.
Review, and update other necessary details required from the order such as:
Your Customer
Reseller
Quantity
Voucher/Coupon Code (optional)
Once complete, make sure to tick the line item box. Then proceed by clicking on the Checkout button.
The user will be transferred to the Checkout section where the following information will be needed:
Order Information:
PO number – The PO Number (or reference number) allows you to track this order. It will be printed on the order documents. This is your customer order number in Ingram. If you do not fill it, our system will generate one (e.g. POXXXXXXXXXXXXXXX)
End customer PO Number (optional) – The Customer PO Number (or reference number) allows your customer to identify the order. It will be printed on the shipment documents. This is your customer number that you have created in your system.
Apple DEP Order # - This is the order number the end-user will use to look up all devices in their DEP Portal. It must be unique and cannot be reused.
Customer DEP ID - Apple supplied DEP ID for the customer. You must be whitelisted by the customer or the enrollment will cause an error.
Billing Information or Payment method – the way you want to pay this order (Terms/Visa/Master card/Master card debit/Visa debit)
Delivery Options:
Ship items as they are ready
Wait to ship until all items are available (in stock)
Shipping details – If you want your order to be delivered to a different address than your default one indicated in the order, click on the pen icon to edit an existing address or opt to enter a new one in the Add new shipping address icon on the top right. Click on the Save button and add shipping notes for the carrier.
Note: If you change your default delivery address, this could add additional shipping fees to the original order based on the contract with Ingram Micro.
Reseller and End customer information:
Add another email address that you want to receive the order confirmation receipt on top of the one that is already indicated in the section. If there is an End user added in the quotation, it will also appear there.
Under this section, the user has the option to choose the shipping method.
Note: If you change your default delivery address, this could add additional shipping fees to the original order based on the contract with Ingram Micro.
Once completed, review and verify the Shippable summary in the top right corner such as shippable subtotal, shipping charges, total extra fee, electronic order discount, VAT, ordered total weight, etc.
Once reviewed and verified, click the Place order button to finalize the purchase.
After a couple of minutes, you will receive an Order Acknowledgement Email to the one indicated in your order.