Release Notes 26.2.4
What’s New
Introducing Xvantage Help & Support and Digital Assistant
Xvantage now introduces a unified support experience that brings together knowledge base resources, guided support, and AI-powered assistance in one place—empowering you with fast answers, seamless resolutions and complete visibility from start to finish.
Help & Support
Knowledge base search with guided answers: Search using natural language and receive relevant KB articles, resources and step-by-step instructions to help resolve issues quickly.
Smart ticket creation flow: Submit support requests through a guided experience, with suggested articles shown before ticket creation to help resolve issues quickly.
Ticket management & visibility: View recent tickets, track status, access full ticket details, and see who submitted the request (you or someone on your behalf).
Escalation & prioritization: Escalate tickets when needed to increase priority and ensure faster resolution.
Attachments & context capture: Upload supporting files and provide detailed information to help support teams diagnose and resolve issues efficiently.
Integrated AWS and Microsoft support: Submit technical support cases for Microsoft and AWS subscriptions directly through the platform, improving speed and transparency compared to traditional email-based processes.
Digital Assistant
Xvantage Digital Assistant, a conversational AI-powered chatbot, empowers you with 24x7 self-service capabilities, quick access to key support portals, and seamless pathways to additional assistance when needed.
Order tracking & recent orders: Check order status using order number or PO number and view your most recent orders.
Returns & claims access: Navigate directly to the returns and claims (RMA) portal to review or submit requests.
Instant answers & guided support: Ask questions in natural language and receive clear, step-by-step guidance with links to relevant KB articles.
Ticket creation & tracking in chat: Create support tickets directly within the conversation, receive a reference number, and check ticket status anytime.
Live chat & escalation paths: Transition to a live support agent (during business hours) or submit a ticket seamlessly when additional help is required.
Vendor technical support access: Direct links available for Microsoft and AWS technical support requests.
Feedback & continuous improvement: Provide thumbs up/down feedback on responses and complete post-chat surveys to improve your experience.
This unified experience streamlines how you access support—reducing effort, improving response times, and giving you full visibility and control from question to resolution.
Integrations Hub Enhancements – Smarter Configuration & Guided Setup
Integrations Hub continues to evolve with improvements that make it easier to configure integrations and complete setup with greater clarity and confidence.
Improved integrations automation & data sync: Within the app setup screens, you can now manage ConnectWise PSA fee mappings through a dedicated interface, define how Xvantage data updates Salesforce using expanded dynamic mapping options, and automatically create missing products in QuickBooks Online during invoice sync—reducing manual effort and improving data accuracy.
Clearer and guided app installation: Native app and MCP setup now include pre-installation requirement checks and in-context guidance, helping you understand what’s needed upfront and complete installations more successfully without unnecessary troubleshooting.
These enhancements simplify how integrations are configured and deployed, helping you move faster while maintaining accurate and reliable data across systems.
Enhanced Quote Editor with Warranty Linking
You can now enjoy a smarter, more seamless quoting experience in Xvantage with the new Warranty Linking feature — designed to help you build complete, protected solutions from the start.
Warranty & Hardware Linking: Link warranty products directly to their associated hardware when creating or editing quotes. You can start from the cart, build a new quote, or even begin with a warranty and link it later using key details.
Seamless Checkout Experience: Your linked hardware and warranty items now stay connected from quote to order, ensuring accuracy and consistency throughout the checkout process.
Faster, Smarter Quoting: Simplify warranty inclusion, reduce manual effort, and ensure every customer solution is fully covered.
This enhancement gives you a faster, more accurate, and complete quoting experience, helping you deliver fully protected solutions with ease in Xvantage.
Invoice Flexibility by End-Customer for Cloud Subscriptions
You can now choose how invoices are generated for cloud subscriptions, with an option to receive invoices per end-customer instead of a single consolidated invoice. When enabled, separate invoices with unique IDs and corresponding PDFs are automatically created for each end-customer with transactions during the billing period, making reconciliation easier, isolating customer-specific issues, and accelerating payment processing.
Note: To enable this option, you should contact your Ingram Micro Business Development Manager.
Buy It Again – View All Page Improvements Now Live
The Buy It Again – View All page in Xvantage has been redesigned to make it faster and easier for you to find and order products you previously purchased, improving usability and reducing time spent navigating long purchase histories.
Updated layout and performance: The refreshed page layout improves readability and responsiveness, making it easier to browse large purchase histories.
Filter by purchase date: You can now filter products by purchase date, helping quickly locate items bought during specific periods such as monthly or quarterly cycles.
Search within Buy It Again: A new search capability allows you to find products directly by SKU within the “Buy It Again” list, eliminating the need to manually scroll through long lists.
These improvements help you place repeat orders faster, reduce search time, and continue purchasing with less friction while surfacing products based on previous orders for quick repeat buying.
Microsoft Subscription Upgrades — Subscription Period Selection Restored
You can now select a different subscription period when upgrading within the same Microsoft plan. The upgrade flow now again supports choosing a new period during upgrades, restoring expected flexibility when modifying existing subscriptions and ensuring smoother subscription management.