Distributor Quoting Training September 2010 For Distributor Users DCAM Cisco Distributor Operations All Theaters Use Slideshow Mode and the Page Down button to view this presentation Cisco Commerce Workspace ID: 149516
Download Presentation The PPT/PDF document "Cisco Commerce Workspace" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Slide1
Cisco Commerce Workspace
Distributor Quoting Training
– September 2010
For (Distributor Users/DCAM/Cisco Distributor Operations) All Theaters
Use Slideshow Mode and the Page Down button to view this presentationSlide2
Cisco Commerce Workspace
Table of Contents
Module 1 – Navigate CCW
Home PageQuick StartDeals & QuotesDeals and Quotes ReportsWorkspace Search & Advanced Search
Quick LinksModule 2 – Cisco AM / Reseller Sharing with a Distributor
Module 3 – Revise a quote
Add a Product Item
Next Gen Config
Add a Service ItemImport a ConfigurationReview the DealModule 4 – Monitor the Approval ProcessModule 5 – Auto DART / DART Phase DeviationsModule 6 – CBN ProgramExisting Confirmation ProcessCBN Update – New FunctionalitySlide3
Course Overview
When a Cisco AM / Reseller creates a quote with a single Distributor (Disti) as the sole source of fulfillment, the Cisco AM / Reseller will be able to explicitly grant edit access to an entitled group of users associated with the Disti
Disti users will have deal/quote edit and submit capabilities to modify the
BOM
to reflect how the deal will be fulfilled, which will result in a revised DART.
If another Disti or Cisco is added to the deal/quote, all Distis will lose access to view and edit the quote
Updates to CBN Program – When a product bundle that contains service lines is confirmed as CBN Lines are on a quote, the system will automatically remove the service component of the product and create it as a stand alone line.
Distributor QuotingSlide4
Cisco Commerce Workspace
Course Objectives
By the end of this course you should be able to:
Navigate CCWDirect a Cisco AM/Reseller to share a quote with a Disti
Revise a quoteMonitor the Approval Process Explain the Auto Dart/DART Phase Deviation
Explain the Updates to the CBN ProgramSlide5
Cisco Commerce Workspace
Module 1 – Navigating CCW
Home Page
Quick StartDeals & Quotes
Deals and Quotes ReportsWorkspace Search & Advanced SearchQuick Links
To Log In to Cisco Commerce Workspace 5.0 (CCW 5.0)
Go to:
https://cisco-apps.cisco.com/cisco/psn/commerceSlide6
Homepage
The Cisco Commerce Workspace homepage
displays four main areas:
Quick Start, Quick Links, Workspace Search and Deals and
Quotes
.Slide7
Homepage – Quick Start
To go to the Deals and Quotes page, click
Deals &
Quotes. Slide8
Deals and Quotes – Results Page
Manage your
Deals and Quotes
by:
Export – download an Excel report
Share
– Allows the AM and the reseller to share the deal with you
Generate Report
- generate an Admin Report Download Report – download an Excel report Edit Columns – temporarily customize your view of your deals and quotes. From Deals & Quotes results page:Conduct a Workspace Search
Manage your
Deals and Quotes
.
(This deals and quotes results page is similar to the Deals and Quotes section on the Homepage, but displays additional options)Slide9
Workspace Search
From the
Workspace Search
menu, conduct a basic search by selecting from deal categories, fields and terms. Advanced searches can be executed by using the Advanced Search link.Slide10
Workspace Advanced Search
You may search on
all
available fields. Key fields in the Advanced Search are:
Deal/Quote Number Authorization Number Reseller Name
CBN Eligible
Reseller CountrySlide11
Homepage: Deals and Quotes - Edit View
On the Homepage Deals and Quotes section, Click
Edit View
to set personal criteria for what you would like your standard default view to be in Cisco Commerce Workspace .
You may manage what displays in the above columns by clicking on the
Add
or
Remove
You also enter content filters which will limit the data return in the portlet. Slide12
From the
Deals and Quotes
menu
, key fields in the Display dropdown will allow you to filter the list of deals and quotes. The available options are: CBN Eligible Deals CBN Ineligible Deals CBN Confirmed Deals Deals Created By me Deals Shared With Me
All Deals
Homepage: Deals and QuotesSlide13
Homepage: Deals and Quotes
Directly from the
Deals and Quotes
menu you may also view the columns not selected to be displayed by hovering your mouse over certain fields. Slide14
Homepage – Quick Links
From
Quick Links
menu, you may:
View your Workspace Profile and Preferences Select a
Preferred LanguageSlide15
When the Workplace Profile and Preferences is selected, it will default to the Profile Tab where the Disti will be able to see their:
Ability
to flag deals as CBN Confirmed
Company name Purchasing relationship
Homepage – Workspace Profile and PreferencesSlide16
Deal Header
Deal summary information displays in the header of all quoting pages for easy
reference.
Select and click one of the
following to:
Export
Share
Print
Delete EmailCompatibility Check – click to check internet browser, Windows, and Mac compatibility.
SHOW ME –
click to access quick training segments and pertinent information.
Slide17
Cisco Commerce Workspace
Module 2 – Cisco AM / Reseller sharing Quote With DistributorSlide18
Overview
When a Cisco AM / Reseller creates a quote with a single Distributor as the sole source of fulfillment, the Cisco AM / Reseller will be able to grant edit access to all users associated with the Distributor. Distributors with edit access / responsibility will be able to edit the quote.
Note that the partner initiated deal may require qualification first before quote can be created.
Distributors
will be able to edit quotes and submit for
approval
to reduce the deal update turnaround time.
If another Distributor or Cisco is added as a source of fulfillment for the quote, no Distributors will have access to view and edit the quoteDisti will know the deal is shared and editable when they are able to re-open the quote and the edit fields are available. If Disti wants to edit the quote, please contact the Cisco AM / Reseller to get access.
Distributor QuotingSlide19
To
share a quote with a Distributor, the Cisco AM / Reseller must first select a single Distributor as the Buy Method for all items on the quote.
After
selecting a single Distributor for the entire quote, Cisco AM / Reseller to click the
Share link above the quote
Cisco AM / Reseller Sharing Quote with DistributorSlide20
Cisco Commerce Workspace
Module 3 – Revise a Quote
Add a Product Item
Next Gen ConfigAdd a Service Item
Import a ConfigurationReview the DealSlide21
Overview
If the deal has been shared the
Disti
will be able to:
Revise a deal by adding product lines
Submit
a quote for
re-approvalAdditional editing/configuration capabilities (See Appendices): Configure it through next gen config, and attach a service Add a stand alone service item Import a configuration containing products and or services
Revise a QuoteSlide22
Revise a Quote
Now
that
the quote has been shared with the Disti, the Disti will: Search for the Deal ID See the deal in the Deals and Quotes results on the Home Page
Click on the Deal ID to view the quoteSlide23
Revise a Quote
Once the deal has been shared, the Disti will be able to go in and modify the quote.
If the deal is in an Approved Status, to revise the quote, Click on the
Re-Open
button. If the
Re-Open
button is missing, and the deal has been Approved, the deal has not been shared.
Otherwise, if the deal has an Unsubmitted status, and has been shared, then the Submit for Approval button will be in the place of Re-Open, and the Disti can you can go directly to the Quote tab to make any necessary changes.Slide24
Revise a Quote
The Quote Tab will display the quote created by the Cisco AM / Reseller and shared with the Disti.
The Disti will have similar ability to edit the quote as the Cisco AM / Reseller. The Disti may revise the quote by selecting one of the following:
Add a Product Item
Add a Service Item
Import Saved ConfigurationSlide25
Add a Product Item
25Slide26
Revise a Quote – Add Product Item
To Add a Product Item, click on the
Add Product Item
link.Slide27
Enter the
Product Number
Revise a Quote – Add Product ItemSlide28
Enter the
Product Quantity
Revise a Quote – Add Product ItemSlide29
The Product has been added to the list and now needs to have a buy method selected.
Select the fulfillment method from the Dropdown. Only the distributor accessing the deal will show in the dropdown
Revise a Quote – Add Product ItemSlide30
Click
Select Options
. This will automatically open Next Gen Configuration
Revise a Quote – Add Product ItemSlide31
Next Gen Config
31Slide32
Item to be configured
Graphic representation of the categories that are available for the item.
Next Gen Config
improves the user experience by:
Seamlessly integrating configuration capability with quoting
Making the process of attaching services more intuitive
Revise a Quote - Integration into Next Gen ConfigSlide33
Review the Deal
33Slide34
Revise a Quote
Now that you have made modifications. Go to the Review Tab to submit the quote for approval.
Review the Deal Information section and select Click here to correct this to fix the errors where necessary.Slide35
Revise a Quote
Next, go to the Discounts and Credits section to review the pricing. No changes may be necessary on this section, but you must validate the pricing by viewing this screen. Then click
Save and Continue
.Slide36
Revise a Quote
When you are revising/editing an approved quote, that was created by the AM, you will be asked to provide a reason for why you are reopening it.
This section is found at the bottom of the Review tab
.On the Review Tab, Disti Users with Edit Quote responsibility would be able to Submit Quote for Approval.The System will send a notification to Disti and Reseller once the Deal is Approved.Slide37
Cisco Commerce Workspace
Module 4: Monitor the Approval ProcessSlide38
Go to the deal and quotes page to see the status of the deal.
Monitor the Approval ProcessSlide39
This is an example of the deal status.
Monitor the Approval ProcessSlide40
Deal Statuses and Additional
Information (For Informational Purpose only)
Standard Deal Statuses
Deal Has
Not Been Submitted
Deal not submitted to Cisco for review
Submit Deal
Qualification in Progress
*
Not all promotions require qualification
Cisco is reviewing the Deal
No Action
Qualified
*
Not all promotions require qualification
Partner has until the expiry deadline to Submit the Quote and Place the Order
Submit Quote
Approval in Progress
Cisco is reviewing the Deal
No Action
Approved
Partner has now finalized the configuration and is ready to place order
Place Order
Reopened
Configuration revised by partner; resubmit for approval
Re-submit Deal
Ordered
Orders are being placed against deal; all orders must be placed before deal expires
No Action
Closed
All items on the Deal have been consumed; deal is no longer active
No Action
Other Statuses
More Information Required
Deal sent back to partner for edits/resubmission
Re-submit
Rejected
Deal has been rejected - no longer active
No Action
Expired
Deal is Expired - no longer active.
No Action
Approval in Progress
The deal has been locked out for editing as the Cisco AM is working with the deal
Contact AM
Partner Action
September 2010Slide41
Cisco Commerce Workspace
September 2010 Updates Guide
Module 5:
Auto DART and Phased DeviationsSlide42
Auto DART and Phased Deviations
Overview
This is a new capability that is available in the workspace. The enhancement will reduce the cycle time for DART creation and improve the flexibility for managing phased deviations.
In all countries except for greater China and APAC, the deviations will be automatically created for all lines on the deal when it is approved, unless specified by the AM. (Auto DART)
In APAC and Greater China the DART is created manually to reflect the fulfillment strategy managed by the teams below. (Phased Deviation)
APAC – DART Centralization Team
China – China Drop shipment Team
Cisco Internal users will have the capability to exclude lines from a deviation until they are ready to be fulfilled. This is called a Phased Deviation.
Distributors
in APAC and Greater China will
follow the as-is process for deviation creationSlide43
Auto-DART and Phased Deviations
When the Deal has been Approved, deviations are managed from the
Order
tabSlide44
Auto-DART and Phased Deviations
The deviation requests are listed in the
Distributor Authorizations Deviations.
From this view you can:View the DeviationsCreate New Deviation/ Revise & Cancel links are disabled for DistributorsSlide45
Auto-DART and Phased Deviations
Each request has it’s own:
Deviation Id#
Approval Authorization #To View the deviation, click the Deviation Id#
1
2Slide46
Auto-DART and Phased Deviations
The
View Deviation
window displays.This view is always read-only.Slide47
Impact of Auto-DART to Distributors
The DART Authorization ID would change for Non-Standard Deals and new DART type will get introduced for any cases where the Partner/ End Customer contractual discount is greater than Disti Contractual Discount. Other categories that wouldn’t get impacted are Trade-in (CTMP-xxxxxxx-xxxx), Partner Program Deals (PROD-xxxxxxx-xxxx, VERT-xxxxxxx-xxxx)
Category
As-IS
To-be
Non-Standard Deals
DSAF-xxxxxxx-xxxx
MDMF-xxxxxxx-xxxx
Partner / End Customer Contractual Discount*
NA
PCON-xxxxxxx-xxxxSlide48
Cisco Commerce Workspace
Module 6: CBN Program
Existing Confirmation Process
CBN Update – New FunctionalitySlide49
Overview
Review of the existing confirmation process.
Updates to CBN Program
When CBN Lines are confirmed on a quote, the system will automatically remove the service component of the product and create it as a stand alone line.
Distributor QuotingSlide50
Existing Confirmation Process
50Slide51
You have completed the search for the Deal ID or Authorization Number. You have opened the deal that has been Approved.
Now you will confirm CBN lines on the quote. Click on Confirm CBN link.
CBN ProgramSlide52
To confirm the Entire quote select “Confirm Entire Quote. For this example we will choose “Select Items to Confirm,” and then select the Continue button.
CBN ProgramSlide53
Select the specific lines to confirm and then select the continue button. If you want to confirm all of the lines on this page, you can select the checkbox at the top. In this process the system will verify that the total of all items selected to be confirmed meets the threshold.
In this example, the product we are confirming is a bundle product that includes services.
Services are not eligible to be ordered in the CBN Program. The enhancement will automatically remove the services from the bundle and create them as stand alone service lines.
CBN ProgramSlide54
By clicking confirm you have now completed the confirmation process.
CBN ProgramSlide55
Click the
View lines confirmed as CBN
link to view the confirmed lines.
CBN ProgramSlide56
In this example, there is one major line with a product bundle that included products and service lines. As showing in the View lines confirmed as CBN, only the products lines were confirmed.
CBN ProgramSlide57
The Quote tab shows how the lines are Split. In the case where you have a product bundle that has service components in it, it will automatically strip out those service components and create the stand alone lines.
You can see on this quote that the service lines (lines 1-7) have been automatically added from the line that was selected to be CBN confirmed. The product line is shown at the bottom.
In order to fulfill lines 1-7, the Disti must go to SMS3. CCW does not support conversion of stand alone service lines at this time.
CBN ProgramSlide58
Cisco Commerce Workspace
Course Review
You have now learned how to:
Navigate CCWDirect a Cisco AM/Reseller to share a quote with a DistiRevise a quote
Monitor the Approval Process Explain the Auto Dart/DART Phase DeviationExplain the Updates to the
CBN
ProgramSlide59
59 Cisco Commerce Workspace Training US Canada Japan APAC - April 2009
Conclusion
Thank you for taking this training!Slide60Slide61
Next Gen Config
61Slide62
Item to be configured
Graphic representation of the categories that are available for the item.
Next Gen Config
improves the user experience by:
Seamlessly integrating configuration capability with quoting
Making the process of attaching services more intuitive
Revise a Quote - Integration into Next Gen ConfigSlide63
The Option Search
portlet
allows the user to look for options for a product. It also provides the ability to select and add an option from the search results to the configuration.
The product page in the Cisco Commerce workspace offers
a variety of features to enhance the users’ experience.
Alternatively, you can also
Click the Options Search link.
Revise a Quote - Integration into Next Gen ConfigSlide64
Note all indicated required options.
To resolve the error, select the component and Power cable required.
Revise a Quote - Integration into Next Gen ConfigSlide65
Specify the option by clicking the corresponding radio button. The cable has been added as shown on the right.
Also note the success indication above.
Click
Done after the selection has been made.
Revise a Quote - Integration into Next Gen ConfigSlide66
Click
Return to configuration
to continue adding product to the quote
Click Add/Change Services to add services to the product just configured.Click Done to return to the Quote tab.
If you would like to add services at a later time you can do so by clicking
Select Service
link.
Revise a Quote - Integration into Next Gen ConfigSlide67
Click
Add Services
.
Revise a Quote - Integration into Next Gen ConfigSlide68
Select the
Service
and Duration
.
Click Update
.
Revise a Quote - Integration into Next Gen ConfigSlide69
Note any indicators related to the added Services.
Click
Ok
.
Revise a Quote - Integration into Next Gen ConfigSlide70
Note that the Service has been added.
Click
Done
above.
Revise a Quote - Integration into Next Gen ConfigSlide71
Add a Service Item
71Slide72
To add a Stand Alone Service Item, select
Add Service Item
.
Revise a Quote – Add Service ItemSlide73
Select a
Service Item
.
Enter the Service Quantity
and Select the Duration.
Click the
Add
button.
Revise a Quote – Add Service ItemSlide74
The service has been added.
Select the
Buy Method
.
Revise a Quote – Add Service ItemSlide75
Buy Method applied. Click
Save and Continue
.
Revise a Quote – Add Service ItemSlide76
Import a Configuration
76Slide77
To revise the quote by adding a saved configuration, click
Import a Saved
Configuration
. Revise a Quote – Import a Saved ConfigurationSlide78
Click one of the
Select
buttons to identify where the
Configuration is saved. A subsequent window will display requesting file location, configuration set IDs, etc. depending on the type of configuration being imported.Revise a Quote – Import a Saved Configuration
ExamplesSlide79
Items from the Imported
Configuration
are added to the quote
Revise a Quote – Import a Saved ConfigurationSlide80
Revise a Quote – Select Buy Method
Click the checkbox to select the
Buy Method
for all lines
OR
1
.
Click the drop down next to each line item
2. Choose yourself as the Buy Method3. Click Apply Buy MethodSlide81
Buy Method
applied!
Revise a Quote – Buy Method Applied