Standard Quote Overview Distributor Training

Transcription

1 Cisco Service Contract Center Standard Quote Overview Distributor Training 2014 Cisco and/or its affiliates. ll rights reserved. Cisco Public 1

2 Key Learning Points Overview of the basic functionality on how to create a quote from end-to-end in the Standard Quoting workflow. Cisco Service Contract Center (CSCC) enables you to quote and order new, renewal or add to existing service on your equipment. You can use either a Quick or Standard Quoting workflow, based on the guidelines below: Standard Quoting Complex Quotes that include: Takeovers Midterm Upgrades Co-Termination Quotes that have more than 45 lines and/or 5 install sites ll validations are performed on the quote before ordering Quick Quoting Obtaining a Quick Price/Quote on the service you are quoting by only providing minimal information (i.e. Product Number or Serial Number, and Install Site) bility to compare pricing on multiple service levels Quick Price/Quote of up to 500 lines (over 500 lines will be processed offline and sent via ) Quotes that contain up to 45 lines and/or 5 install sites (if over 45 lines and/or 5 install sites, quotes must be completed and ordered in Standard Quoting) Minimal validations are performed on the quote before ordering and after the quote is ordered, all validations are performed To access Standard Quoting, roll mouse over the Estimates/Quotes tab and click on the Create New Quote sub-tab. To access Quick Quoting, roll mouse over the Estimates/Quotes tab and click on the Quick Price/Quote sub-tab. Cisco Public 2

3 Navigate to Create New Standard Quote Log into CSCC. Roll mouse over Estimates/Quote tab to open sub-tabs. Click on the Create New Quote secondary menu to be taken to Quote Summary screen. NOTE: Currently the only fully supported web browsers in CSCC are: Internet Explorer versions 7, 8 and 9 for Windows XP Internet Explorer version 8 and 9 for Windows 7 Firefox for Windows 7, XP and MC OS X Cisco Public 3

4 Quote Summary Screen Enter a Reseller ill To ID if one did not default from your user preferences or select a Reseller ID using the picker icon. If you are creating or renewing a quote using Import from Contract method, the Reseller ill To ID will be auto pulled from the contract. Reseller Contact name, , and phone can be edited via the selector icon. When clicked, a Reseller Contacts window will open where user will see all contacts for that reseller and can add, edit, or sort contacts (see slide 6). C In the Quotes Name Field, enter a name to help you easily identify the quote. This field can be referenced from the Dashboard and can be searched for using dvanced Search. Note: The Reseller ill To ID will be auto-pulled onto the quote when creating or renewing using Import from contract method. C Important Note: If the Channel dropdown mistakenly defaults to 1T, you will need to reset your channel to Distribution in your preferences. See ccess and Preferences (slide 8) for more information. Cisco Public 4

5 Quote Summary Screen (cont d) D Quote Reference Number is available and will be populated only when created in the Multiple Quote Upload functionality. Otherwise the value will be blank E View Sample Invoice Link will appear for quotes that are Valid. Link will not appear for invalid quotes. D E Note: For quotes over 500 lines, Sample Invoice must be ed offline as an.xls spreadsheet. Multiple addresses may be added to receive the Sample Invoice. Validate and Save is grouped into a single dropdown menu. No pop-up will appear now. F Sample Invoices are available from the hyperlink for the following statuses: Valid Invalid Orderable Order In-Progress Order Failed Submission Order Revalidated Order Submitted Conversion In-Progress Order Complete Cisco Public 5 F

6 Reseller Contact Information Window Reseller contact information is no longer editable on the UI. You will need to select the picker icon to edit all Reseller contact information. Once clicked, a Reseller Contacts box will open. In this box, you can add a new Reseller Contact, edit existing Reseller s name, , or phone, or select another Reseller for your Quote. C C Cisco Public 6

7 Quote Summary Screen Status shows as Invalid. fter lines are added to the quote, this status must be Valid for the quote to be ordered. fter the quote is validated and/or saved, a Quote # will be generated. Cisco Public 7

8 Navigate to Line Items and Pricing Screen to dd Line(s) From the Quote Summary screen, click Line Items and Pricing in the tertiary menu. Select dd Line from the ction dropdown and click GO and the dd Line popup window will appear (see next slide). NOTE: Left and right scroll buttons have been added to the product table to allow you to move to the extreme beginning or end at the line level within the product table with one click in either direction. Cisco Public 8

9 Populate Window Populate the Product Info section. Enter either a Product Number, Serial Number / PK Number, or Enterprise Service SKU. For quotes, a valid Serial Number / PK Number is required to pass validations. NOTE: If the Product Number entered is a subscription eligible product, the Service Level dropdown menu will only display Services/Software Subscriptions mapped to the entered Product Number. Edit the Target Contract under the Contract Info Section. For uncovered items, the system will default to NEW. Select the picker icon to select an eligible contract number. Cisco Public 9

10 Populate Window (cont d) C For new service coverage, select a Hardware or Software Service Level from the Uncovered Equipment Service Level section. C NOTE: For contract renewals, you have the option to keep the existing service level or apply a new service level in the Covered Equipment Service Level section. NOTE: If you are attempting to attach a software-only coverage, select None from the Hardware Service Level dropdown. D D Enter an Installed-at Site ID or select the picker icon to search for the Installed-at Site location. Cisco Public 10

11 Populate Window (cont d) E Click dd Line. The new line items will be listed on the product table. dditional lines can be added by following the previous steps (see slides 7-9). F Click dd and Regroup and the Line Items and Pricing screen will appear with the lines populated (see next slide). E F Cisco Public 11

12 Save and Validate The line items will regroup into Summary lines based on similar characteristics. Expand the Summary line by clicking the associated green arrow next to the line checkbox NOTE: You can view a major line item s associated minor lines by clicking on green arrow. Validate and Save option is grouped into a single dropdown menu. Click one of the following: Validate: Runs validations on the information you have inputted without saving the data. Validate and Save: Runs validation on the inputted data and saves it for future use. Save: Save your estimate/quote information without running validations. NOTE: For the prices to appear in the product table, the lines must be validated and/or saved. Cisco Public 12

13 Quote Priced, Running Validations or Returning to Quote The quote will be priced once it has been validated and saved with no errors and has passed all basic validations. The prices can be seen in the product table. Full offline validations can be ran by clicking the Perform Full Off-Line Validations button or you can return to the quote by clicking Refresh and Return to Quote button. NOTE: Full offline validations will need to be ran and passed for the quote to become Valid and allowed to be ordered. NOTE: If there are errors on the quote, see the Quick and Standard Quoting Scenarios presentation for more details on how to identify and correct the errors. Cisco Public 13

14 Navigate to the Quote Summary Screen Click on Quote Summary. Run full offline validations by clicking the Perform Full Off- Line Validations button. NOTE: fter clicking the Perform Full Off-Line Validations button, the Quote Summary screen will reload with a header level message stating that the a request has been submitted for full validations (see next slide). Cisco Public 14

15 Full Off-Line Validations Request View your request to run full validations. Status shows as Invalid. fter full offline validations have been ran, the status will change to Valid and the quote can be ordered (see next slide). Cisco Public 15

16 Proceed to Order quote from the Quote Summary Screen Verify the quote status is Valid. Click Proceed to Order from the ction dropdown menu and click GO. Cisco Public 16

17 Order Quote Enter P.O. Number in the text box provided. View Sample Invoice link will appear for quotes under 500 lines with a Valid Status. If quote is not under 500 lines or in a Valid status, user will not see a link. C Click Submit Order. D fter clicking Submit Order a header level message will appear on the top of the Quote Summary screen stating that an order has been successfully been submitted. C NOTE: Status of the order can be viewed by clicking on the ViewStatusPage hyperlink which will take the user to the Request Status section under the General tab. D Cisco Public 17

18 Multi-National Quoting (MNQ) and Multi Year Discount Multinational Quoting and Multi Year Discount Validation Checks are now applied if the Disti ill to ID and Install Site ID belong to different countries and fall on different price lists. No support case will be necessary to apply the discount. This validation checks to ensure Distributors select Resellers only within their approved selling territory and Resellers only select Distributors who are authorized to sell into their country. In order for Distributors to get their approved MNQ discounts, the End Customer s Install Site on the quote needs to be within the Disti s selling territory. s long as Reseller and Distributor are authorized to do business with each other then the transaction will process without errors. Multi-National Quoting Discounts will NOT be applied on: Partner Core ridge Quotes (PC-) dvanced Service Fixed/Certification/Specialization Verification Quotes (S-F/CPS) asic Maintenance Service Quotes (MS) - China only Federal Quotes with Cisco rand Resale Federal Discounts will take precedence and be applied through the as-is process US only Legacy Collaborative Services Cisco Public 18

19 Multi-National Quoting (MNQ) Discounts can be seen on the Line Items and Pricing screen in Standard Quoting by: Expanding the summary line to show the Major line In the Discount Percentage column, click the percentage hyperlink C The Discount popup window appears showing the MNQ discount C Cisco Public 19

20 Thank you.