Overview:
This article explains how to search for quotes in Xvantage using the available search options and filters.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My Business.
Select Quotes.
On the Quotes page, you will be taken to the All Quotes tab by default.
Use the search drop-down menu to choose one of the following search criteria:
Quote ID– you can search by Ingram’s quote number (e.g. QUO-XXXXXXX-XXXXXX)
Quote name – you can search by keyword
Deal ID – you can search by the vendor quote number created by the vendor.
End user name – you can search by the end user name which is indicated in the quote
Vendor name – you can search by the vendor’s name which products are in the quote
Enter your search value, then press Enter to display the matching results.
To further refine your search, click All Filters, then apply one or more of the following filters:
Quote created date
Last updated on
Expiration window
Quote Status
In the Quote Status, you have the option to filter by the status of your quotes:
Active
Ready to order
Action needed – please contact your account manager for more information
Pending Approval
Rejected
Drafts – the quote needs to be activated before you can proceed to order.
Closed
Ordered – an Order has already been placed from this quote.
Expired – an Order can no longer be generated from this quote.
Outdated
Canceled
Not Approved
Quote updates - newly updated
Quote Owner
Click Show Results to apply the selected filters and display the matching quotes.
From the search results, locate the quote in the Quote Name/ID column.
Click the Quote Name/ID hyperlink to open and view the quote details.
Note: If you don’t have your Ingram quote number or do not remember your quote name, but if you remember the period that your quote was created, you can click on Quote created date and search by certain period.