Overview:
This article outlines how to place an order using an existing Proofpoint quote Xvantage, including required information and checkout steps.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click on My Business. Then, select Quotes.
Locate your Proofpoint quote using the search bar or set the criteria using the drop-down menu to enter the quote detail you have on hand.
Once located, click on QuoteName/ID open the details.
Ensure the quote is not in Draft status. If it is, contact your Sales Representative.
If you see the message highlighted below it means that this opportunity has deal registration pricing assigned to another reseller; therefore, the quoted price shown includes a non-deal registration uplift.
You’ll know the quote is approved when you see Ready to Order along with a quote number next to the quote name.
Click Continue to checkout to begin the order process and click Continue.
Verify the end customer information by selecting the red exclamation point and clicking Update. Select your end customer, then click Continue.
Complete the mandatory fields on the Vendor Requested Information page then click Save and Continue.
Add your reseller PO number and end user PO number along with any additional email addresses to be used as contact information. Once complete, click Place Order.
Once the order is placed an order acknowledgement will appear. This will also be sent via email.