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 presentation. Cisco Commerce Workspace Table of Contents. Module 1 – Navigate CCW
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 presentation
Cisco Commerce WorkspaceTable 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
Distributor Quoting 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.
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
Cisco Commerce Workspace 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
Homepage The 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 • 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) • 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.
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.
Homepage: Deals and Quotes • 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 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
Homepage – Workspace Profile and Preferences • 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
Deal Header Deal summary information displays in the header of all quoting pages for easy reference. • Compatibility Check – click to check internet browser, Windows, and Mac compatibility. • SHOW ME – click to access quick training segments and pertinent information. • Select and click one of the following to: • Export • Share • Print • Delete • Email
Cisco Commerce Workspace Module 2 – Cisco AM / Reseller sharing Quote With Distributor
Distributor Quoting 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 approvalto 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.
Cisco AM / Reseller Sharing Quote with Distributor 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 Commerce Workspace Module 3 – Revise a Quote • Add a Product Item • Next Gen Config • Add a Service Item • Import a Configuration • Review the Deal
Revise a Quote 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-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 • 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
Revise a Quote – Add Product Item To Add a Product Item, click on the Add Product Item link.
Revise a Quote – Add Product Item Enter the Product Number
Revise a Quote – Add Product Item Enter the Product Quantity
Revise a Quote – Add Product Item 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 Item Click Select Options. This will automatically open Next Gen Configuration
Revise a Quote - Integration into Next Gen Config • Next Gen Config improves the user experience by: • Seamlessly integrating configuration capability with quoting • Making the process of attaching services more intuitive • Item to be configured • Graphic representation of the categories that are available for the item.
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.
Cisco Commerce Workspace Module 4: Monitor the Approval Process
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.
September 2010 Deal Statuses and Additional Information (For Informational Purpose only) Partner Action
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 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 creation
Auto-DART and Phased Deviations When the Deal has been Approved, deviations are managed from the Order tab
Auto-DART and Phased Deviations • 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
Auto-DART and Phased Deviations Each request has it’s own: Deviation Id# Approval Authorization # To View the deviation, click the Deviation Id# 1 2
Auto-DART and Phased Deviations 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)
Cisco Commerce Workspace Module 6: CBN Program • Existing Confirmation Process • CBN Update – New Functionality
Distributor Quoting 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.