Overview:
This document includes steps on how to search for quotes in Xvantage.
Process:
Log in to Xvantage.
Hover over to the left navigation menu and click My Business.
Select Quotes.
It will redirect the Quotes page. By default, you will land on the All quotes tab. Under the tab, you can search all your quotes by:
Quote ID– you can search by Ingram’s quote number (e.g. QUO-XXXXXXX-XXXXXX)
Quote name – you can search by keyword (e.g. Vendor quote number, End username, other text and etc.)
Deal ID – you can search by the vendor quote number created by the vendor.
End user name/End Customer – you can search by the End username which is indicated in the quote
Vendor name – you can search by the vendor’s name which products are in the quote
On the same row on the right of your screen, you have additional filters that you can use for searching a quote:
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 – OK to be ordered
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Outdated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
After searching for the quote by one of the options, the quote should appear under the Quote name/ID column. You can click it to 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.