How to register a deal
This presentation is the property of its rightful owner.
Sponsored Links
1 / 11

How to Register a Deal? PowerPoint PPT Presentation


  • 89 Views
  • Uploaded on
  • Presentation posted in: General

How to Register a Deal?. Logging on to Partner Direct Portal. To access Deal Registration, you will need to log on to the Partner Direct Portal and click on the “Deal Registration” link found under Purchase Cycle on the Partner Direct landing page. Deal Registration Welcome Page.

Download Presentation

How to Register a Deal?

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


How to register a deal

How to Register a Deal?


Logging on to partner direct portal

Logging on to Partner Direct Portal

To access Deal Registration, you will need to log on to the Partner Direct Portal and click on the “Deal Registration” link found under Purchase Cycle on the Partner Direct landing page.


Deal registration welcome page

Deal Registration Welcome Page

  • The Deal Registration Welcome page will have three links available under the Quick Links section:

  • Register a new deal – to submit a new registration

  • View My Deals – to access any open deals you have submitted in the past and see the status of your deals

  • Closing This Month – a list of deals that require your immediate attention


How to register a deal

On the following page, be sure that “Deal Registration” is selected for the new record type and click on “Continue.”


Submission form

Submission Form

When entering a new opportunity, all fields marked in red are mandatory. These should all be filled out in order to proceed to the next step: adding products.


Adding products

Adding Products

To search for your products, simply enter a keyword to look for, then click the search button. The products in the catalogue will be displayed below and can be selected by ticking the box next to the products you want to add. After your selection has been made, click on “Select” to move to the next step.


Suggested partner price per unit

Suggested Partner Price Per Unit

For each of the products selected, the Partner will be able to enter the unit price he would like to have and the quantity he needs. By clicking “Save & More,” the Partner can save this entry and go back to the product search page to enter another product. If no further products are needed, he can click “Save” to view a full list of his selection.


Deal overview top of page

Deal Overview (Top of Page)


Deal overview bottom of page

Deal Overview (Bottom of Page)

3

1

2

On the overview page, the partner can:

Add products

Edit his registration

Submit for approval


How to register a deal

Once the deal has been submitted, it will be locked unless it’s recalled for editing.

A deal can only be recalled if the status is “Pending.” If the status is either “Approved” or “Rejected,” it cannot be recalled/modified.


Submitted for approval

Submitted for Approval

Upon clicking on “Submit for Approval,” the partner will be taken to the Deal Registration welcome page where he will be able to see a history of submitted deals. By clicking on the deal name (hyperlink), he should be able to view the details of the submitted deal.


  • Login