Release Notes 26.5.1
What’s New
Quote List — Vendor Deals Access Integration
We’ve enhanced the Quote List experience in Xvantage by introducing direct access to vendor promotions, making it easier for you to discover and leverage available deals during the quoting process.
New “View all vendor deals” button: A new action button is now available at the top right of the Quotes page, allowing you to quickly access vendor promotions without leaving the quoting workflow.
Seamless navigation to Vendor Deals page: Clicking the button takes you directly to the Vendor Deals page, where you can search and select a vendor to view all registered deals and active promotions.
This enhancement improves visibility into available vendor promotions, helping you identify relevant deals faster and make more informed purchasing decisions directly within your quoting workflow.
Cart Preview — Faster Multi-Cart Management
We’ve introduced a new Cart Preview experience in Xvantage that allows you to view, switch, and manage carts directly from any Xvantage page—without interrupting your workflow.
Instant cart visibility: Click on the cart icon to open a quick preview showing your current cart with item details, pricing, quantities, and total—so you can review your cart without leaving the page.
Seamless cart switching: Use the “Switch cart” option to view and move between multiple carts, with clear visibility into each cart’s total and contents.
In-context cart creation: Select “Create new cart” to start a new cart, including adding a name, notes, and sharing preferences—without navigating away from your current page.
Quick access to full cart: Use “Go to cart” when you want to continue with detailed cart actions or proceed to checkout.
These enhancements streamline multi-cart management by giving you faster access to cart details, easier cart switching, and the ability to manage carts from anywhere in Xvantage without disrupting your workflow.
Integrations Hub — Expanded Automation & Ecosystem Connectivity
We’ve introduced new enhancements in Integrations Hub to help you better manage integrations, improve data accuracy, and discover more automation opportunities directly within Xvantage.
ConnectWise Customer Reconciliation: You can now reconcile ConnectWise customer data directly within Integrations Hub—without switching to another system. Upload your file, validate errors, review matched and mismatched records, make corrections, and download results for audit purposes. Notifications keep you informed on reconciliation status, helping ensure agreement data stays accurate.
Icecat Connector Now Available: Icecat is now available as a connector in the Integrations Hub catalog, displayed as an app tile with an Enable action. This integration helps automate product content management and syndication, ensuring accurate and enriched product data across your sales channels.
☁️Cloud Subscriptions
Cisco SaaS Deals — Multi-Configuration Support
We’ve enhanced the Xvantage quoting and ordering experience for Cisco SaaS deals, enabling you to manage multiple configurations within a single quote and seamlessly convert them into one order—supporting more flexible and efficient deal execution.
Multiple configurations in one quote – You can now pull in and manage multiple Cisco SaaS configurations within a single quote, eliminating the need to create separate quotes for each configuration.
Flexible selection at checkout – From a single quote, you can choose to proceed with one, multiple, or all configurations and finalize them together during checkout.
Configuration-level input capture – Required vendor information (e.g., Cisco deal details, start date) can be provided at the configuration level during checkout, ensuring accuracy for each subscription.
Single order, multiple subscriptions – A single order submission can now generate multiple subscriptions—one per configuration—simplifying deal processing and lifecycle management.
Order status tracking – You can track activation and status for each configuration line through OST as subscriptions become active.
This enhancement reduces manual effort, simplifies complex deal handling, and enables faster quote-to-order conversion for multi-configuration Cisco SaaS opportunities.
Order Status & Tracking (OST) — Experience Enhancements
We’ve introduced enhancements to the Order Status & Tracking (OST) experience in Xvantage to make it easier for you to track shipments, review order details, and access important information more efficiently across the Orders List and Order Details screens.
Enhanced Orders List view – On the Orders List screen, you can now customize columns and use expanded filters to quickly find and organize the order information most relevant to you.
Improved shipment visibility – Orders List now displays related shipments grouped clearly under a single order number, making shipment relationships and statuses easier to understand.
Consistent Order Details experience – The Order Details and Checkout screens now share a more aligned layout and structure, including standardized Order Summary and Tracking Details sections for a more consistent experience.
PO-level order aggregation – On the Order Details screen, order information is now grouped at the purchase order level, simplifying how you review and manage orders.
Better tracking visibility – Tracking Details within the Order Details screen are easier to access and provide clearer visibility into shipment progress and delivery status.
Direct ship order enhancements – Direct ship orders now include a summarized view within Order Details, with quick access to software details and tracking information.
Payment method visibility – Payment method details are now displayed prominently in the Order Details header for faster reference.
These updates deliver a more intuitive and streamlined OST experience, helping you navigate Orders List and Order Details more efficiently while accessing critical shipment and order information with fewer steps.
Warranty Linkage — Past Purchase (Historical Warranty)
You can now link warranties to previously purchased hardware directly from the cart experience in Xvantage using historical order information, eliminating the need to manually enter serial numbers and making warranty association faster and more accurate.
Past purchase lookup from Cart – When selecting “Link to hardware” on a warranty line in Cart, you’ll now see a new “Past purchase” option that allows you to search using your Order#, ERP Order #, or Order Confirmation#.
Guided product and serial selection – After selecting an order, you’ll only see compatible hardware products, followed by the ability to choose the related serial numbers for warranty linkage.
Quantity-aware linkage experience – The linkage flow automatically adapts based on warranty and hardware quantities, supporting full matches, partial selections, or automatic warranty line splits when required.
Built-in validation – Only eligible orders within vendor-defined grace periods and compatible SKUs are displayed, helping ensure accurate and compliant warranty associations.
Easy linkage management – Linked serial numbers are now visible directly within the Cart experience, with the ability to manage or unlink warranties directly from the warranty line.
This enhancement simplifies warranty attachment for previously purchased products, reduces manual effort, and improves accuracy throughout the warranty purchasing process in Xvantage.
Recommendations Experience Enhancements — Faster Discovery & Reordering
We’ve introduced enhancements across the Xvantage recommendations experience to make it easier for you to discover relevant products, reorder frequently purchased items and maintain a more consistent shopping flow throughout browsing and checkout.
Consistent Add-to-Cart experience in Similar Products – Adding a product to cart directly from the Similar Products section now opens the standard Add-to-Cart slider, giving you a more consistent experience and allowing you to view warranties and additional recommendations before checkout.
Buy It Again widget improvements – The Buy It Again widget has been repositioned higher on the homepage for quicker visibility and updated to display a more focused set of frequently purchased products, helping you reorder faster with less scrolling.
Software recommendations repositioned – The Software recommendations section on the Product Detail Page is now displayed below Similar Products, prioritizing more relevant product alternatives and creating a cleaner, easier-to-navigate browsing experience.
These updates improve product discovery, streamline reordering, and create a more consistent shopping experience across Xvantage.
Microsoft Subscriptions — Extended Service Term & Renewal Experience Update
We’re introducing updates to the Microsoft subscription renewal experience in Xvantage, aligned with Microsoft’s Extended Service Term (EST) model. These changes provide clearer renewal options and give you greater control over how subscriptions continue after expiration.
Clearer post-expiration experience – After a subscription expires, it will follow a defined renewal path to ensure continued service and transparent billing expectations.
Defined renewal options – You can choose how your subscription behaves at renewal:
Auto-renew ON: continues seamlessly on the same term
Extended Service Term (EST): converts to a monthly subscription with a small price uplift and flexible cancellation
Cancel at expiration: stops service access at the end of the term
Extended Service Term (EST) – When auto-renew is turned off, subscriptions transition to a monthly extended term with continued service, simplified management, and the ability to cancel anytime or convert back to a standard term.
Improved transparency & control – All renewal actions and changes are clearly recorded and visible, helping you track subscription lifecycle decisions and avoid unexpected charge.
These updates provide greater transparency and flexibility throughout the subscription renewal lifecycle, helping you better manage renewals, understand billing behavior, and make more informed subscription decisions in Xvantage.
Microsoft Subscriptions — Future Start Date & UTC Transparency
We’ve enhanced the Microsoft subscription experience in Xvantage to provide greater transparency and control when scheduling subscriptions with future start dates. Users can now clearly understand how selected dates align with Microsoft’s UTC-based provisioning and billing system.
Future start date selection: Users can schedule Microsoft subscriptions to begin on a selected future date, with the date displayed in their local marketplace format for easier confirmation.
UTC provisioning visibility: The exact UTC timestamp for subscription provisioning is now displayed, helping users understand when Microsoft will activate the subscription.
Local time clarity: The checkout experience also shows the local time equivalent of the UTC provisioning time, ensuring users know precisely when the subscription will start in their timezone.
Improved guidance with tooltips: Contextual tooltips explain how UTC-based provisioning impacts billing, proration, and pricing, reducing confusion and improving decision-making.
These enhancements provide clearer visibility into subscription activation timing and billing behavior, helping you schedule Microsoft subscriptions with greater confidence.
Adobe Subscriptions — Vendor Recommendations Experience
You can now discover relevant Adobe add-ons, upgrades, and related subscription recommendations directly within your purchasing and subscription management experience in Xvantage.
Recommendations during new purchases – While purchasing Adobe subscriptions, you’ll now see relevant up-sell, cross-sell, and add-on recommendations directly within Cart and Checkout, helping you enhance your solution before placing an order.
Recommendations during subscription changes – When modifying existing Adobe subscriptions, additional recommendations are surfaced within the change flow, making it easier to explore complementary options during updates.
Dedicated “View recommendations” panel – You can now open a recommendations panel directly from Cart or subscription flows to review suggested products, adjust quantities, and add items without interrupting your workflow.
Contextual and streamlined experience – Recommendations are displayed only when relevant, ensuring the experience remains helpful, focused, and non-intrusive throughout your journey.
This enhancement makes it easier to discover relevant Adobe solutions, expand existing subscriptions, and complete purchases more efficiently within Xvantage.