SBW Training Configurator & Quoter · PDF file... (User is forced to download KB File via...

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SBW Training Configurator & Quoter EMEA Sales Operations 2016

Transcript of SBW Training Configurator & Quoter · PDF file... (User is forced to download KB File via...

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SBW TrainingConfigurator & QuoterEMEASales Operations

2016

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Objectives

At the end of this module, you will be able to:• Configure Servers, Storage and Software Products• Convert configuration whiteboard to a quote• Price and print the quote• Files and Formats for the e2e process • Know when and where to get assistance

Prerequisites: • Install SBW• SBW Quickstart – One time Setup

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Outline

–Introduction to this training–Working with the SBW Configurator

• Configure budgetary quote exercise

– Working with the SBW Quoter• Generate and price budgetary quote exercise

–Printing an SBW budgetary Quote–Files and Formats for the e2e process–Where to go for help

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SBW detached Solutionused by Channel Partners and HPE internal as portable Solution

– SBW Configurator and Quoter– SBW is a Configuration and Quotation Tool for Enterprise Servers, Storage Products, Software and Workstations. – SBW can be also used for Complex Configuration Solutions in a combination of the whole Product Portfolio. – The Configurator is rule-based on a Knowledge Base provided by the worldwide Business Units, and which is – updated once a week (User is forced to download KB File via update manager). The SBW Quoter is part – of the Configuration and Quote downstream process, and can provide various outputs for End Customer and Channel Partners. – SBW is developed as a detached application.

– SBW-Quoter is used for quoting with a Pricebook updated weekly = 1st of a Month and each Monday– (User is forced to download Price Files). Price File includes for Partners with a Contract a Discount file.– Important:– SBW use is mandatory. SBW is the principle HPE tool for creating budgetary quotes for your customers

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When do I use SBW Configurator?1. To begin building your quote, first launch SBW Configurator 2. The Configurator is used to design and configure the solution before you

apply pricing and discounts to your quote3. Allows you to add / delete / modify SKUs and quantity for Software,

Hardware, Support, Training or Services4. When you have all line items in the Configurator whiteboard, you then

convert the configuration in the SBW Quoter5. Configuration can be saved in .wwb File format

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When do I use the SBW Quoter?

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1. The SBW Quoter allows for modifications to discount pricing of line items by percentage amounts

2. You will associate an Account and Contact to the Quote

3. From SBW Quoter you can create different file formates: – a *.pdf file (Budgetary Estimate) for your Customer– The *.sdd file that you will forward to the CSR to create the legal quote– The *.xml Eclipse loading file for an OPG request

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Outline

–Introduction to this training–Working with the SBW Configurator–Working with the SBW Quoter–Printing an SBW budgetary Quote–Files and Formats for the e2e process –Where to go for help

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Configuratorlaunch the application

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SBW- Configurator – Application launch

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3. Select HP Business Tools

1. From Start 2. Select All Programs

4. Select SBW- Configurator to launch

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Configurator1. step Preference setup

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SBW Preference setup>>>>Tools

>>>>>Options

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When launching SBW Configurator it is recommended to setup the individual User Preferences. The setup is reducing potential Issues e.g. wrong Country or missing Support Options. Once updated the User can change the predefinded values during each Configuration Session based on the individual Customer requirements. The next 6 Pages providing the update Details for the Preference setup.

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SBW Configurator – Preference setup

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Folder General Taboptional User updates

Cloning LimitCloning is Copy&Paste in one step

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SBW Configurator – Preference setup

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Folder Error Notificationonly enable

“Calculate Price after each....”

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SBW Configurator – Preference setup

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Folder Whiteboardenable

undo/redofunctionality

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SBW Configurator – Preference setup

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Folder Localizationis driving

Keyboard, Power Cable connectors,Power Supply Voltage

Language:Media or Software most Hard coded

in a HPE Product Numberso no influence for the Language in

that screen.

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SBW Configurator – Preference setup

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Folder Support SequencingHPE recommended is controlled by

the WW BU Teams.e.g. Software most 1 Year

e.g. Hardware 3 Years maintenance

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SBW Configurator – Preference setup

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Folder Racking/Powerthis can be a configuration

proposal.....Most changed individual during the

configuration fulfillment

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Configurator2. step Create a Configuration

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Example for Software see Pages 19 - 35Examples for Servers see Pages 37 - 54

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Functional Steps Configuration Exercise

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Part I Create a Configuration 1. Launch SBW Quote Configurator. From the Start menu, select All Programs > HP Business Tools >

SBW Configurator.2. Open the Configurator wizard.3. Select Software from the Step 1: Select product category options. Note: this will be set as the default

setting for the next time you configure a quote.4. From the Step 3: Select a software product from the list below options, do the following:

1. Select HP QC Ent Global 5 CC Usr Pk E-LTU (T6472AAE)Note: If you already know the product ID, simply enter it into the Step 3 search field. SBW will

automatically drill down to the product ID location.5. Click Next.6. Click the StandAlone Software Node, and then click Create.7. Click through the Warning prompts. The Configuration Worksheet displays. 8. In the Support Tab, verify that SW Support = HP 1y SW Support (HM610A1).

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Functional Steps Configuration Exercise

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Part II Create a Configuration , Continued Optional

9. In the System Overview pane, verify that the software media has been added. If not go to step 10.10. From the Software pane, drill down and select:

HP Enterprise Integr for SAP SW E-LTU (T6501AAE and Media T6466BAE)12. To change the License Quantity, from the System Overview pane, select the HP Enterprise Integr for

SAP SW E-LTU License Quantity tab13. Change the License Quantity to 2, and then click Apply.14. From the Software pane, highlight the Standalone Software Node. Do the following:15. Select the HP Software Services tab

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Functional Steps Configuration Exercise

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Part III Create a Configuration , Continued optional 16. Select HPE SW Training and Services Business Technology Optimization from the drop-down menu

17. Navigate to the HP Fortify Staff Aug 5D SVC (H0EX9A1) enter 1 for the quantity in the Qty field. Click out of the Qtyfield (the quantity value will change to red) the click Apply.

• Note: Selected Support, HP Education, Per Event Services, and HP Software Services will NOT appear in the System Overview pane.

18. Click the Convert Whiteboard to Quote icon to convert the configuration to a quote.

19. Review all Gate Keeper messages. Click the Acknowledge All Messages checkbox, then click Continue.

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SBW Configurator two Options to reach the Configurator Wizard

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Configurator Selection WizardSelect Software under Product

category

Right Mouse click in the WhiteboardSelect Insert and Software

or

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SBW Configurator Example Configuring a Software Only Quote

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1. Type in “T6472AAE”Note: entry is

not case sensitive

3. Click on Next

2. Click on show matches

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SBW Configurator Example Configuring a Software Only Quote

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1. Click on Standalone

Software Node

2. Click on Create

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SBW Configurator View Line Items

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Line Items are always in the background refreshed and can be reviewed each time of the configuration

session.

Line Items details incl. “Support For” Column

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SBW Configurator Adding Media and Documentation

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To add media and documentation, drill into the respective Product, under the list should

be line items (SKUs) for that product. Use the find Button with PN or description

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SBW Configurator Changing quantities for a License

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To change the Quantity of Licenses:

1. Select the Line Item to quantify

(2) The screen view will change to allow

you to enter the quantity in the Qtyfield – be sure to

change the qty in the Electronic Deliveryline unless you want

physical delivery

Your Qty change will show in red when you click away from the field. Then click on Apply,

causing the Qty in red to change to black

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SBW Configurator Adding Training & Services

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2. Select the HPE Software Services tab

3. Scroll down to find the desired services, typically in

the sections labeled Business Technology

Optimization

4. Add the quantity to the item and click elsewhere 1. You must first add a (any) license to

the configuration, then highlight the “Standalone Software Node” at the top

of the hierarchy 5. Click Apply

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SBW Configurator Adding or deleting line items to an existing configuration

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SBW Configurator Adding additional line items

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1. Review the existing SKUs in the whiteboard, to add other line items..

2. Add the other items from the tree

directory 3. When additional items have been added, click Add

4. You can also search and select by

clicking Find

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SBW Configurator Deleting line items in Configurator

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Select the line item to be deleted and then do a right mouse click, choose

Delete

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SBW Configurator Modifying Software Support

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Support will default to 9x5 standard support. To

change the Support offering, click on the drop

down next to SW Support

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SBW Configurator Convert Whiteboard configuration to an un-priced Quote

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2. click on the icon to convert to a quote

1. When you have loaded all the line items to complete

your Quote…

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SBW Configurator System notifications for Quote creation

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System notifications will prompt you for acknowledgment

1. Check the box to Acknowledge All Messages

2. Be sure to read and action any RED Error or todo Messages

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SBW Configurator Click through the messaging notifications

Click through all notifications with OK

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Read and action any messages that display with a red Error or todo

Message

Click “OK” through all notifications, line items

will be added to the quote.

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ConfiguratorExamples for Servers see Pages 37 - 54

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Example #1 Server Configuration DL385Solution in a 2 meter Cabinet incl. UPS for secure shutdown

2 Meter Cabinet

DL385 Server

UPS = Battery Package

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Example #1 Server Configuration1. Type

dl385or use

PN669805-B21

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Example #1 Server Configuration

Country from the Tools Options preferences

High availability Battery package

Server solution in a Cabinet

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Example #2 Server Configuration DL385standaloneNo Rack no UPS

DL385 Server only the Server is active

in that scenario

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Example #2 Server Configuration standalone

1. Typedl385or use

PN669805-B21

DL385standaloneNo Rack no UPS

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Example #2 Server Configuration

Country from the Tools Options preferences

Is driving to configure a Standalone Server

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Example # 3 Server Configuration Blade BL460c Solution in a 2 meter Cabinet in an Enclosure

2 Meter Cabinet

Blade EnclosureBlade BL 460c

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Example # 3 Server Configuration

1. TypeBL460c

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Example # 3 Server Configuration Blade BL460c Solution in a 2 meter Cabinet in an Enclosure

Country from the Tools Options preferences

Server solution in a Cabinet

Blade in an Enclosure

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Example # 4 Server Configuration Blade BL460c Solution in an Enclosure NO RACK

Blade EnclosureBlade BL 460c

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Blade BL460c Solution in an Enclosure NO RACK

1. TypeBL460c

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Blade BL460c Solution in an Enclosure NO RACK

Country from the Tools Options preferences

No Rack

Server solution in an Enclosure

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Example # 5 Server Configuration Blade BL460c Standalone NO ENCLOSURE and NO RACK

Blade BL 460cONLY

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1. TypeBL460c

Example # 5 Server Configuration Blade BL460c Standalone NO ENCLOSURE and NO RACK

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Example # 5 Server Configuration Blade BL460c Standalone NO ENCLOSURE and NO RACK

Country from the Tools Options preferences

No Rack

No Enclosure

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Example # 6 Server Configuration Server and Blade Enclosure Start with Example 1In the System Overview Click onSPU Servers and search for BL460c and Press Add button after selection

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Example # 6 Server Configuration Add same BL460c in one additional C3000 enclosureGo back to System Overview screenClick « Prefs » ButtonChange enclosure from C7000 into C3000Search now the BL460c and press add after selection

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Example # 6 Server Configuration Use previous configGo back to System Overview screenClick « Enclosures » ButtonSearch « M6612 3.5 inch » press add after selectionUse right mouse click on the Storage label and clone the Storage 2x

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ConfiguratorBackup Slides

Additional Functions Configurator

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Compare two systemsopen a Whiteboard and select two Iconsclick “Tools and Compare Two Systems”A Message box will appear and will provide the differences

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Tips: Show System Gauges

system gauges

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•Red – Error messagesConfiguration Error. Error messages will result in an unbuildable quote and would require a FAN overwrite•Yellow – Warning messagesWarning messages will result in a clarification with hp Presales or hp order management for example No media to read OS (but could boot from Disk Array)•Purple – To do messagesCertain messages are not errors but reminder that there is something left to do on the configuration. Engineer to check compatibility (2GB/1GB SAN for example).•Blue – Information messagesInfo messages are recommendations, order will be buildable if ignored.

SBW Notifications

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Config Worksheet functionalities

System DiagramHardware listConnections DiagramUpgrade View (when available)Config Worksheet

Show possibleShow Quote indicatorsShow System GaugesAdd a partToggle Remarketed to New

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System Diagram featuresRight Mouse Click into

Components

Right Mouse Click in the empty Area of the

Screen

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SBW Application Version and KB Version

KB Version Year | Month | Weekfull = incl. Visio Files

Version R 19.8Build 19.8.4 or higher

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Component filling triggershow possibles green when free for additonal selections will follow KB RulesGreen = slots for other Components availableRed = no more slots for Components

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Dollar signshow which products will be pricedWarning!!There is a right Mouse functionality in placeClick $ symbole for the function This function is also updating the Line Items without any additional User Warnings!This function is Contents and Price relevant!

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Quoter1. step Create a Budgetary Quote

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Outline

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–Introduction to this training–Working with the SBW Configurator–Working with the SBW Quoter–Printing an SBW Quote–Files and Formats and other processes–Where to go for help

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Contents: Working within the SBW Quoter

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–Adding sales rep, account and contact information–Adding and deleting line items to existing Quotes in Configurator –Adding Internal Comments for the CSR–Adding External Comments for the client–How to include External Comments on your quote–Applying discounts–Pricing the quote–Creating, saving and sending a customer facing budgetary quote–Saving and sending a .sdd file to your CSR–How to get support and additional self-service training

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Create Functional Testing Quote Exercise

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Part II Working with the SBW Quoter1. If it is not already open, launch SBW Quoter. From the Start menu, select All Programs > HP Business Tools > SBW-

Quoter.2. Enter your Sales Representative and Customer information. If you did this during the SBW One Time Setup go to step 5.3. Click the Sales Rep icon to enter your Sales Representative information. After you are finished, select your information

and set this as the default Sales Rep.4. Click the Customer Properties icon to enter the Customer information. For this exercise enter a mock company name and

information. For example:– Company Name = Test Company– Telephone Number = 99999 555-1212– Street Address = Test Street 1– Contact: Sue Purchaser– Title: IT Mgr.

5. Click the T icon and enter comments in the Internal and External Comments fields.6. From the Tools menu, select SalesBUILDER Quoter Preferences. Select the Page Setup tab, and check the

Cover/Summary page option. Click OK.

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SBW Quoter – Features

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Opening page of the SBW Quoter. Select the Open icon to select an existing Quote you may have created, or double click on the .sdd file on your local drive.If you converted a whiteboard configuration to a quote, the data will appear automatically

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SBW Quoter – Features

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Manually enter a Quote Number

Columns corresponding to the data from your Configurator quote build

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SBW Quoter – Features

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Create a Sales or SPOCRepresentative: Click the Sales Rep (Briefcase) icon from the toolbar and the a window appears. Enter relevant data. Click OK to exit and savethe sales rep information.

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SBW Quoter – Features

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Go to Tools -> SalesBUILDER QuoterPreferences …. -> Control Options tab.

Click on the Default Sales Rep or SPOC = single point of Contact button, click Find, select your name, click OK

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SBW Quoter – Account information set up

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Creating a New Customer:1. Double-click in the To field.2. Enter new customer information in the Customer Properties window that appears.

OR Click the Customer (person) icon from the toolbar and a window will appear. Enter the customer data, click OK to save and exit the information when you are finished. If you have other accounts already entered, you can click the Findbutton and click to select the desired account.

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SBW Quoter – Customer and Contact information set up

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Click Find and select the Account you want to add a

contact. Click OK. Click on Change Master Data. Click on Contacts tab. Click Add.

Enter the data, then click OK.

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SBW Quoter – Adding or deleting line items to an existing configuration

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1. Select the SalesBuilderwhiteboard icon to go back

to the configurator

2. or click on ViewWhiteboard

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SBW Quoter – Adding or deleting line items to an existing configuration

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1. Right Mouse Click on Row header Delete

Important Note:This can be critical, because the Quoter does not containa rule check for any kind of changes!!!!Changes should ONLY be made in the Configurator!!!

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SBW Quoter – External Comments feature – use to add your own notes to a quote for your client

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1. Select the “T” icon to View Document Text

features

2. External Comments tab is where you can provide quote information for the Customer on the Quote

footer of the quotewhen in Crystal Report

released

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SBW Quoter – Preferences - Comments Page Setup

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1. To navigate to the Quoter Preferences, select Tools -> SalesBUILDER Quoter

Preferences…

2. Click on Page Setup tab, check the box next toCover/Summary Page, click OK3. Run the Quote report: File -> Print Quote -> Using Quote Report -> Print preview

4. Select a Crystal Report Output format for your

Country as default layout.

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SBW Quoter – Discount features

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Discounts are entered in the Additional Discount %

column, enter the percentage you wish to discount, click away from the field and the

value will be expressed in the line item

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Quoter2. step Create a Budgetary Quote

when using a Purchase AgreementOptional

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SBW Quoter – Discount features

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Purchase Agreementfor a Net pricing

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SBW Quoter – Discount features

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Press the NEW Button and Select a Purchase

Agreement and the Channel Type

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SBW Quoter – Discount features

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Create a Pricing Model to Calculate the NetPrice

with Margins

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SBW Quoter – Discount features

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Create a Pricing Model to Calculate the NetPrice

with Margins

Total Discount

Discount from HP

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QuoterPricing Quote

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SBW Quoter – Pricing the Quote

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Click the green icon, this is thePricing feature that will pull in all the pricing associated to the configured

Quote. When you are satisfied with the

Quote, you are now ready to create a Budgetary Estimate report to send

to your customer.You need to click the green icon if

the note says “Pricing needed”. After clicking the green icon, the note

will indicate the date of the Price Book used for pricing your quote.

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Outline

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–Introduction to this training–Working with the SBW Configurator–Working with the SBW Quoter–Printing an SBW Quote–Files and Formats and other processes–Where to go for help

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SBW Quoter – Creating a Budgetary Quote Report for your Client

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Navigate through SBW to create the solution configuration and priced estimate. Then, create a

Quote Report to send to your clients.You will send the quote as a .pdf file and forward

as an email attachment

Hot Key for Print preview

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SBW Quoter – Creating a Budgetary Quote .pdf file

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1. Click here to Export file to a .pdf format, this is the file that

you will send to your client

3. Accept defaults and click OK

2. Confirm format is pdf and click OK

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SBW Quoter – Creating a Budgetary Quote .pdf file

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Save in a subdirectory that

you created

File name

Save in a *.pdf format that can be attached in an email to your client

File Export function

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SBW Quoter - *.pdf file e-mailed to Customer

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Forward the *.pdf Budgetary estimate to your Client as an

email attachment

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Outline

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–Introduction to this training–Working with the SBW Configurator–Working with the SBW Quoter–Printing an SBW Quote–Files and Formats and other processes–Where to go for help

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SBW Quoter - *.sdd file creation

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1. Click on File -> Save As File …

3. Click on SaveDon’t use folderc:\trilogy\........

2. Rename the file (note: The filename starts with whatever is

in the Document # field)

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SBW Quoter – Files and Formats

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Configurator & Quoter overview Best Practice of SDD Files and Why! Impacts of manual overrides in SBW Quoter

Examples Line Items Color Coding

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SBW Quoter – Files and Formats

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•SBW has a Configurator & a Quoter. Both programs can be opened and used also as standalone. •We will explain, why it is useful and necessary to use both programs together to avoid:

•re-work time on Configurations and Quotes•Use the latest rules from the Knowledge Base (KB)•Getting the right Product Portfolio also for Complex Solutions incl. Support•Be able to make requested changes by the End-Customer in Minutes•Be in sync with all end2end processes not only within HPE‘s special Pricing or Order Entry process

Configurations, which have not been built in the SBW Configurator might cause issue either at order entry time or will even prevent start of production (e.g. if an xml file based on Configurator data is needed).

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SBW Quoter – Files and Formats

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SBW Configurator = WWB File formatdoes have Configuration Rules

SBW Quoter = SDD File formatdoes NOT have own Configuration Rules

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SBW Configuration & Quote creation process 1/3

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1. Open SBW Configurator2. Create a Whiteboard and select all relevant Products (Save As File in *.WWB format )3. Convert Whiteboard to a Quote4. Save the Quote and export the contents (Save As File in *.SDD format )

If a User follows the four steps above, the SDD File is a Two in One File and does not only contain Quoter contents the File does also contain the complete Configuration rules.The user is able to load the SDD file direct in the Quoter or Configurator while using the Funtionality

This Funtionality is only valid, if the user has not manipulated the contents in the Quoter!It is easy to identify manual changes. All changes are shown in blue color. See some examples:

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SBW Configuration & Quote creation process 2/3

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When deleting a Product in SBW Quoter, we will warn the User with the following Message:

There is no Auditlog in SBW to see deleted Line Items.The only way to get all manual changes recovered in SBW is to go back to the Configurator and make here thenecessary changes:e.g. Qty updates, select a new Component or remove a Component.The Configurator rules does ensure, that the contents is always rule profen and selecting e.g. the right Product-Portfolio of support Products. This process may take some time, but it ensures that the Configurations are fitting the complete end2end process.

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SBW Configuration & Quote creation process 3/3

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When Convert Whiteboard to a Quote again, the Quote will provide the User with the following Message:

YES = you will keep your manual updates done in the Quoter, but you don‘t Convert your changes done in the Configurator to the QuoterNO = You will convert the updates done in the Configurator to the Quoter and all manual overrides are updated including that the Component deletion is recovered.Note: Manual added Components at the end of a quote, e.g. Cabel, filler panels or other not rule driven components needs to be entered again after the conversion process.

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SBW Quoter Line Item Color Coding 1/3

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Black = Quote contents is standard converted from SBW Configurator.(May be in the Quote were Line Items deleted! See previous pages)

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SBW Quoter Line Item Color Coding 2/3

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Blue = Quote contents is overriden e.g. Qty, Product-Number or Description or manual added at the end

Qty change

New PN

Description update

Manual entered PN and Qty

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SBW Quoter Line Item Color Coding 3/3

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Product does not exists or Pricing

missing

– Red = Quote contents contains invalid Product or Pricing is missing for the Product

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SBW Quoter – Files and Formats

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Here are some detailed information regarding File handling Watson/SBW.

Case 1. wwb files are created in Watson or SBW have the contents of all Whiteboard info Whiteboard Icons sequence and positioning Config contents of each Icon BOM override if done in the Configurator (special 

function) System Diagram contents Details for Visio export if requested

Case 2. sdd files standalone User is creating a new Quote

o Type a PN number in oro importing data while using Copy&Paste

all end2end functions and pricing can be used

Case 3. sdd files for standard configs from Configurator, but with a BOM override in the Quoter User transfers a Whiteboard in a Quote made some manual BOM list adjustments

o Deleting a Lineo add a lineo change Qtyo change PN number‐‐‐‐‐‐‐‐and save Quote File as sdd file. 

Case 4. sdd files for standard configs from Configurator No manipulations User transfers a Whiteboard in a Quote no manipulations

When receiving the files:We know it is best practice from Users, when receiving files e.g. in outlook to click on the filesto open in the various applications.

Per design Watson and SBW will handle as follows: click on a wwb (Whiteboard) file Configurator will be 

opened (Valid for  Case 1.) click on a sdd (Quote/Config) file Configurator will be 

opened (Valid for  Cases 3. + 4.) Case 2. will end up with on error

File open process, when you have the various files on your desktop: open Configurator

o file open from local file wwb = open Case 1.o file open from local file sdd = open Case 3.

Transfer to the Quoter will ask you for the discard of your manipulations

o file open from local file sdd = open Case 4. open Quoter

o file open from local file sdd = open Case 2.o file open from local file sdd = open Case 3.o file open from local file sdd = open Case 4.

If you open Case 3. + 4. there is a function in the Quoter, which allows the User to switch backto the Configurator. “View Whiteboard”.

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QuoterSimplified Eclipse File export

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SBW Quoter - *.XML file creation for OPG requests

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1. Click on File -> Export …

2. next steps described in the next 4 slides

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In the following scenario all 3 Configurations will be loaded into Eclipse as one (single) bundle. If the End Customer is requesting a minor change in one Configuration, you will needto update the whole bundle.

105

Config #1 Config #2 Config #3

Config #1

Config #2

Config #3

SBW Quoter - File Handling special Pricing Eclipse « OPG »Scenario « Single Bundle »

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SBW Quoter - File Handling special Pricing Eclipse « OPG »Scenario « Single Bundle »

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Config #1 Config #2 Config #3

Config #1

Config #2

Config #3

Make your selection regarding your Business Case. A saving wizzard will appear for the „XML“ file creation.

In the following scenario all 3 Configurations will be loaded into Eclipse as one (single) bundle. If the End Customer is requesting a minor change in one Configuration, you will need to update the whole bundle.

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SBW Quoter - File Handling special Pricing Eclipse « OPG »Scenario «MultipleBundle »

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In the following scenario all 3 Configurations will be loaded into Eclipse as 3 separate (multiple) bundles. If the End Customer is requesting a minor change in Config #2, you will only need to update this configuration. Or the Customer orders only Config #1and Config #3.

Config #1 Config #2 Config #3

Config #1

Config #2

Config #3

Config #1

Make your selection regarding your Business Case. A saving wizzard will appear for the „XML“ file creation.

Config #2

Config #3

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QuoterWhere to go for help?

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Outline

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–Introduction to this training–Working with the SBW Configurator–Working with the SBW Quoter–Printing an SBW Quote–Files and Formats and other processes–Where to go for help

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EMEA SBW Support

110

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EMEA SBW Support

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EMEA SBW Support

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"SBW and Unison Partner Portal support for Channel Partners Track a call:"

English for UK & Ireland: +44 20 302 767 15 (London)German: +49 69 517 099 04 (Frankfurt)French: +33 15 732 3606 (Paris)Spanish: +34 91 275 4988 (Madrid)Italian: +39 02 914 834 71 (Milan)International (English): +44 20 302 767 16 (London)

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QuoterBackup Slides

Additional Functions Quoter

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Quoterscreen layout works in Views

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SBWPricebook Version and Pricing Date

Pricing Date

PricebookCountry Date and

Currency

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Sort Level and Sub-Total by Product Class

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Subtotal Hardware

Subtotal Support

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Subtotal Hardware

Subtotal Support

Sort Level and Sub-Total by Product Class in Quote PDF Output Files

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Sort Level and Sub-Total by Custom Groups”

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Sort Level and Sub-Total by Custom Groups

right Mouse click on column header unhide group number and Group Label

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Actually the default settings for a Custom Groups are

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Sort Level and Sub-Total by Custom Groups”

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Actually the default settings for a Custom Groups are

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Sort Level and Sub-Total by Custom Groups”

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Actually the default settings for a Custom Groups are

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DocumentInformation

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REVISION HISTORY

Version Date Reason for change Change done by

comments

A1 25.01.2016 New updated Docu HPE Branding and new Product examples Hermann Wimmler