Cisco Commerce Workspace Distributor Quoting Training– September 2010 For (Distributor...

Cisco Commerce Workspace

Distributor Quoting Training– September 2010For (Distributor Users/DCAM/Cisco Distributor Operations) All Theaters

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Table of Contents

Module 1 – Navigate CCW• Home Page• Quick Start• Deals & Quotes• Deals and Quotes Reports• Workspace Search & Advanced Search• Quick Links

Module 2 – Cisco AM / Reseller Sharing with a Distributor

Module 3 – Revise a quote• Add a Product Item• Next Gen Config• Add a Service Item• Import a Configuration• Review the Deal

Module 4 – Monitor the Approval Process

Module 5 – Auto DART / DART Phase Deviations

Module 6 – CBN Program• Existing Confirmation Process• CBN Update – New Functionality

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 Quoting

Cisco Commerce Workspace Course Objectives

By the end of this course you should be able to:

• Navigate CCW• Direct a Cisco AM/Reseller to share a quote with a Disti• Revise a quote• Monitor the Approval Process • Explain the Auto Dart/DART Phase Deviation• Explain the Updates to the CBN Program


Module 1 – Navigating CCW• Home Page• Quick Start• Deals & Quotes• Deals and Quotes Reports• Workspace Search & Advanced Search• Quick Links

To Log In to Cisco Commerce Workspace 5.0 (CCW 5.0)

Go to: https://cisco-apps.cisco.com/cisco/psn/commerce

https://cisco-apps.cisco.com/cisco/psn/commerce

HomepageThe Cisco Commerce Workspace homepage displays four main areas: Quick Start, Quick Links, Workspace Search and Deals and Quotes.

Homepage – Quick Start

To go to the Deals and Quotes page, click Deals & Quotes.

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)

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.

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 Country

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.

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 Quotes

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.

Homepage – Quick Links

From Quick Links menu, you may:• View your Workspace Profile and Preferences• Select a Preferred Language

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 Preferences

Deal HeaderDeal 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 • Email

Compatibility Check – click to check internet browser, Windows, and Mac compatibility.

SHOW ME – click to access quick training segments and pertinent information.


Module 2 – Cisco AM / Reseller sharing Quote With Distributor

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 quote

• Disti 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 Quoting

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 Distributor


Module 3 – Revise a Quote• Add a Product Item• Next Gen Config• Add a Service Item• Import a Configuration• Review the Deal

OverviewIf the deal has been shared the Disti will be able to:

• Revise a deal by adding product lines• Submit a quote for re-approval

Additional 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 Quote

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 quote

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.

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 Configuration

Add a Product Item

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Revise a Quote – Add Product Item

To Add a Product Item, click on the Add Product Item link.

Enter the Product Number


Enter the Product Quantity


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


Click Select Options. This will automatically open Next Gen Configuration


Next Gen Config

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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 Config

Review the Deal

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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.

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.

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.


Module 4: Monitor the Approval Process

Go to the deal and quotes page to see the status of the deal.

Monitor the Approval Process

This is an example of the deal status.

Monitor the Approval Process

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 2010

Cisco Commerce WorkspaceSeptember 2010 Updates Guide

Module 5: Auto DART and Phased Deviations

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 TeamChina – 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 creation

Auto-DART and Phased Deviations

When the Deal has been Approved, deviations are managed from the Order tab


The deviation requests are listed in the Distributor Authorizations Deviations.

From this view you can:

• View the Deviations

• Create New Deviation/ Revise & Cancel links are disabled for Distributors


Each request has it’s own:

1. Deviation Id#

2. Approval Authorization #

To View the deviation, click the Deviation Id#

1 2


The View Deviation window displays.

This view is always read-only.

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-xxxx


Module 6: CBN Program• Existing Confirmation Process• CBN Update – New Functionality

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 Quoting

Existing Confirmation Process

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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 Program

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 Program

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 Program

By clicking confirm you have now completed the confirmation process.

CBN Program

Click the View lines confirmed as CBN link to view the confirmed lines.

CBN Program

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 Program

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 Program

Cisco Commerce Workspace Course Review

You have now learned how to:

• Navigate CCW• Direct a Cisco AM/Reseller to share a quote with a Disti• Revise a quote• Monitor the Approval Process • Explain the Auto Dart/DART Phase Deviation• Explain the Updates to the CBN Program

59 Cisco Commerce Workspace Training US Canada Japan APAC

- April 2009

Conclusion

Thank you for taking this training!

Next Gen Config

61

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


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 alsoClick the Options Search link.


Note all indicated required options.

To resolve the error, select the component and Power cable required.


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.


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.


Click Add Services.


Select the Service and Duration.

Click Update.


Note any indicators related to the added Services.

Click Ok.


Note that the Service has been added.

Click Done above.


Add a Service Item

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To add a Stand Alone Service Item, select Add Service Item.

Revise a Quote – Add Service Item

Select a Service Item.

Enter the Service Quantity and Select the Duration.

Click the Add button.


The service has been added.

Select the Buy Method.


Buy Method applied. Click Save and Continue.


Import a Configuration

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To revise the quote by adding a saved configuration, click Import a Saved Configuration.

Revise a Quote – Import a Saved Configuration

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.


Examples

Items from the Imported Configuration are added to the quote


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 Method

Buy Method applied!

Revise a Quote – Buy Method Applied

Cisco Commerce Workspace Distributor Quoting Training– September 2010 For (Distributor...

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