cisco commerce workspace user guide ironport and scansafe · cisco commerce workspace user guide...

Cisco Commerce Workspace User Guide – IronPort and ScanSafe

Contents About Cisco Commerce Workspace for IronPort and ScanSafe ....................................... 2

New Business Models – IronPort Objectives and Process ................................................ 2

About this User Guide ......................................................................................................... 2

General Navigation ............................................................................................................. 2

Section 1 – Homepage ....................................................................................................... 4

Quick Start ....................................................................................................................... 4

Quick Links ...................................................................................................................... 4

Workspace Search .......................................................................................................... 5

Deals and Quotes............................................................................................................ 5

Other Links ...................................................................................................................... 7

Section 2 – Create an IronPort Deal .................................................................................. 8

Who’s Involved Tab ......................................................................................................... 8

About the Deal Tab ......................................................................................................... 9

Promotions Tab ............................................................................................................... 9

Review and Submit Tab ................................................................................................ 10

Create an IronPort Quote .............................................................................................. 10

Build the Quote .............................................................................................................. 11


Export Quote ................................................................................................................. 12

Section 3 - Partner Team Sharing .................................................................................... 12

Section 4 – Create an IronPort Quick Quote .................................................................... 13

Build the Quote .............................................................................................................. 14


Export Quote ................................................................................................................. 15

Index.................................................................................................................................. 17

Cisco Commerce Workspace

User Guide – Cisco Commerce Workspace- IronPort and ScanSafe of 18 March 2011

About Cisco Commerce Workspace for IronPort and ScanSafe

Cisco Commerce Workspace (CCW) enables a custom quoting experience for IronPort

and ScanSafe Partners.

Capabilities include:

Register new IronPort and ScanSafe Deals and create quotes

For Direct Resellers, quotes include discounts based on the Certification

Level/Deal Registration/Special Pricing

For Indirect Resellers, quotes are list price and show evidence of deal

registration

Create IronPort and ScanSafe Quick Quotes

Collaborate on quotes in CCW with your Cisco sales representative

Track approvals for Deals and Quotes in CCW

Export Quote and email to IronPort for order entry

New Business Models – IronPort Objectives and Process 1. Create IronPort Deal: Click Deal to create a new IronPort deal with

promotional pricing.

2. Create IronPort Quick Quote: Click Quick Quote to create a new quote with contractual pricing.

About this User Guide This User Guide has been designed to be used while you are logged into Cisco

Commerce Workspace and viewing, creating, and revising IronPort/ScanSafe deals and

quotes. Use the Table of Contents to locate section topics. The Index at the end of the

guide provides a way to search for specific information in Cisco Commerce Workspace.

General Navigation Navigation in Cisco Commerce Workspace is designed to be intuitive and easy to use as

you create, share, update and save your deals and quotes. As you progress through

each step, you will be instructed how to navigate from what you see on each page.

However, there are general navigation steps that are not explicit to a specific page within

Cisco Commerce Workspace and are explained in this section.



Log in – access Cisco Commerce Workspace via the URL: www.cisco.com/go/commerceworkspace and enter your Cisco.com ID and password. If you do not have a Cisco.com ID and password:

a. Apply for a Cisco.com ID at www.cisco.com, and click register in the top right corner. When applying for a Cisco.com ID, indicate whether you are already a Cisco Channel Partner or an Authorized IronPort/ScanSafe Reseller new to Cisco.

b. Go to Partner Self Service http://tools.cisco.com/WWChannels/GETLOG/welcome.do

c. Find your company’s Partner Administrator in Partner Self Service (PSS). The Partner Administrator has visibility to all deals created at your company as well as limited edit capability.

Log Out – when you are finished with your session, click Log Out in the upper right

corner and close your browser window.

Save – click at any time to save your deal. You do not have to complete the deal in one

session and may return to your deal and complete it when you are ready.

Save and Continue – Click Save and Continue to progress to the next tab. When you

move from one tab to the next your deal information will automatically be saved as well.

Export icon– Allows you to download your quote to an Excel or PDF file. You may

export only when a quote has been opened. The Export link should be used to generate

a PDF file of the Approved Quote to attach to a Purchase Order.

Share – Share your deal with other users in your company or with the IronPort PSS or

the IronPort sales team. You may share one or several deals by selecting Share Deals &

Quotes on the homepage.

Browser Back button – Please do NOT use this button. Instead use the tabs on the

Cisco Commerce Workspace pages within the application or click, Save and Continue to

progress to the next step.

Print – Print a deal to a local computer.

Delete – Cancel a deal by clicking this link. Deals may only be deleted if the deal has

not been submitted for approval.

Hide/Show Quote Details – Hide or show the Quote header.

Compatibility Check – Displays preferred browsers for Window and Mac.

Show Me Icon – This icon will appear when a deal is open. Click to view

context sensitive E-Learning.

http://www.cisco.com/go/commerceworkspace

http://tools.cisco.com/WWChannels/GETLOG/welcome.do



Section 1 – Homepage From the Cisco Commerce Workspace homepage, you can access your deals and

quotes and sort, search, and view key information about your deals and quotes. There

are four main sections on the homepage: Quick Start, Quick Links, Workspace Search

and Deals and Quotes.

Quick Start The Quick Start section has four main areas: Create, View All, Download, and Share.

When you select any of these options, you will be directed to another page within Cisco

Commerce Workspace to execute your actions, including creating deals and quotes,

downloading reports and sharing one or more deals with others in your organization

and/or with Cisco contacts.

1. The Create area includes two options to create a deal. You will need to determine

which option makes the most sense for the deal.

Create Deal: Create a deal with an IronPort promotion. You may identify a

customer opportunity, select an IronPort promotion, enter IronPort and ScanSafe

SKUs and submit to IronPort.

Create Quick Quote: Create an IronPort quote (no IronPort Promotion

selected).

View All Deals & Quotes opens the Deals and Quotes page. From Deals and

Quotes you may create your deal and/or quote, conduct a workspace search,

export a list of quotes and deals, share a deal or deals, generate reports,

download reports, and temporarily edit your view.

2. Download Deals & Quotes Reports is used to retrieve reports you have previously

generated. No reports will appear if you haven’t generated the report(s) in the Deals

and Quotes page (see Reports section).

3. Share Deals & Quotes enables sharing deals and quotes with others at your

company or with IronPort contacts. Multiple deals and quotes may be selected for sharing. Once a deal(s) is shared with someone else, they can receive email about the deal(s) if you choose, import or modify a configuration and include the deal in shared deals reports. Note: a Cisco.com User ID is required for those with whom you wish to share your deals and quotes.

Quick Links From the Quick Links section you can view your profile, download reports, view

enrollments, view eligible promotions and change your language preference.

1. View Eligible Promotions – lists all the eligible promotions for which your company

is registered.

2. My Program Enrollments – lists all the programs for which your company is

currently enrolled and provides a direct link to the Partner Program Enrollment



Tool if you would like to enroll your company in additional programs. Note: only

certain individuals at your company are able to enroll your company in a specific

program and you can find the name of that person in the Enrollment Tool.

3. Workspace Profile and Preferences – contains key information regarding your

company’s certifications, specializations, purchasing relationship as well as a

complete list of your Cisco Deal Administrators and Channel Account Managers. To

change your profile, click the Partner Self Service Tool to make your changes.

General Preferences Tab – Set Billing Information, Pricing Information, Default

Service Preferences and Favorite Addresses.

Order Preferences Tab – Set Order Processing Issues Contact, Payment

Information, and Shipping Preferences and Information.

Notification Preferences Tab – Set Order Submission Notifications, and

Delivery Preferences.

Sharing Preferences Tab – Set sharing preferences to automatically share and

allow the Cisco Account Manager and Cisco Channels Account Manager

associated with a deal to edit the deals and quotes your create.

Contact List Tab – Manage your Current Contact List.

Profile Tab – Contains key information regarding your company’s certifications,

specializations, purchasing relationship as well as a complete list of your Cisco

Deal Administrators and Channel Account Managers.

Click Edit next to Company Profile to access the Partner Self Service Tool.

Click Edit next to User Profile to update your user Profile information from the

Cisco.com Profile Manager.

4. Preferred Language – gives you the option to select the preferred language you

would like displayed in Cisco Commerce Workspace (16 choices available). Your

entries in Cisco Commerce Workspace must still be entered in English.

Workspace Search Workspace Search provides a basic search or an advanced search for deals and quotes.

Basic – Search for a deal or deals by selecting from deal categories, fields and

specific search terms to retrieve specified deals and quotes.

Advanced – Broaden your search for deals by selecting from a detailed list of

additional criteria.

Deals and Quotes

The Deals and Quotes section on the Cisco Commerce Workspace homepage allows

users to quickly check the status of deals or review key information about a specific deal



as well as manage and change how they view deal information. Users can also conduct

a basic search for deals based on who created the deal and the deal status.

Below is a partial list of the key fields:

1. Deal ID – click the deal ID to open the deal and view, edit or take the next step in the

deal process

2. Deal/Quote Name – ideally will describe the end-customer solution, such as

“IronPort for Customer ABC”

3. The Hover Option – displays key information about the deal or customer when

you hover your mouse over the hover icon

4. Next Partner Action – indicates what your next step is with respect to a deal or is

blank when a deal is in the approval or qualification process. If this section is blank,

no action is required

5. Deal Status – These statuses display the current stage of your deal:

Deal Status Definition

Not Submitted The deal has not been submitted to IronPort or ScanSafe for

review.

Qualification in

Progress

IronPort or ScanSafe is reviewing the Deal.

Qualified Partner has until the expiry deadline to Submit the Quote and

Place the Order with IronPort Directly or IronPort Distributor.

Approval in

Progress

IronPort or ScanSafe is reviewing the Deal.

Approved Quote is now finalized and can be exported from CCW in

order to go through the IronPort Order process.

Re-Opened Quote items revised by partner, resubmit for approval.

Ordered Order has been placed with IronPort; all IronPort and

ScanSafe orders must be placed before the deal expires.

More

Information

Required (MIR)

Deal sent back to the partner for edits and resubmission.

Rejected The deal has been rejected and is not long active.



Expired The deal has expired and is no longer active.

Below is a description of the links in the Deals and Quotes section:

Edit View – When you click this link, you may set your personal criteria, by selecting

from all the fields available in Cisco Commerce Workspace, for your standard default

view each time you log in to Cisco Commerce Workspace.

Manage Items – when you click this link, you are directed to the Deals and Quotes page

and can manage your items by:

Link Action

Export Immediately download an abbreviated 15 column Excel report

based on selected criteria.

Share Select and share one or multiple deals and quotes with others at

your company or with Cisco contacts. Once a deal(s) is shared

with someone else, they can receive email about the deal(s) if you

choose, import or modify a configuration and include the deal in

shared deals reports. Note: A Cisco.com User ID is required for

those with whom you wish to share your deals and quotes.

Reports Reports can be defined by using the basic Search criteria via

Display drop-down menu and Filter by Deal Status drop-down

menu.

Generate Report – Generate a 50 column report. An email

notification is sent when your report has been generated.

Retrieve your generated report from Cisco Commerce

Workspace homepage in the Download Deals & Quotes Reports

in the Quick Links section the Cisco Commerce Workspace

homepage.

Download Report – Opens the "Reports" page where you can

download reports when ready and retrieve your 50 column

report.

Edit

Columns

Allows you to temporarily customize your view of your Deals and

Quotes for a quick review of the columns you are most interested in

viewing.

Other Links

Help link – Located in the upper right corner of the home page, Help provides you with

easy access to answers, information and solutions. The following Help is available:



1. Q&A – Series of questions organized by topics. All questions are hyperlinked to

answers and you can search by key word.

2. Create Case – Log a support case.

3. My Support Cases – See your active cases.

4. Training link – Access a full suite of training materials from the Cisco Commerce

Workspace program page. Select your theater and then from the Training tab select

from a variety of training materials.

5. Quick Reference and Program Guides – A short guide illustrating the workflow or high-level outline of a program or process.

Section 2 – Create an IronPort Deal Create Deal Process: A new customer opportunity is identified by the Partner, who

enters the customer information and can share the deal with others at their company or

at Cisco.

An IronPort quote is generated by creating a Deal or Quick Quote. This process will

show how to create an IronPort quote from a “Deal”.

1. Quick Start: From the Quick Start section on the homepage, click the Deal link.

2. Deals Name: Enter the Deal Name and click Create Deal. The Who’s Involved

tab opens.

Who’s Involved Tab

Who’s Involved tab is where you identify the key people and companies involved in a

deal and their respective roles and contact information. The following information is

required in Who’s Involved:

Partner contact

End Customer

Customer Contact

The IronPort PSS

1. Select Use the Contact Details in My User Profile to populate the Partner Contact

with your contact information or enter the Partner Contact information manually.

2. The Partner Contact is responsible for the deals and quotes created in Cisco

Commerce Workspace. You may select yourself or designate a different partner

sales contact for each deal. It is important to determine who within your company is

appropriate to list as the partner for each deal as certifications and specializations

may be needed to complete a particular deal. In other words, you may decide to

select the partner responsible for the deal and designate a different person as the

deal contact.



3. View Partner Profile – Displays additional partner information.

4. End Customer is identified with the Select an End Customer link.

5. Search for End Customer – Search by viewing recent end customers or by

selecting “View my recent end customers” or by identifying your end customer by

address information. If End Customer is not listed, widen the search criteria.

6. Create Customer – Select this option when you have exhausted all search criteria

for a customer. This option should be used cautiously.

7. Customer Contact: Enter the contact details for the End Customer.

8. Cisco Channel Account Manager (CAM) – From the dropdown list select Other. A

Cisco Account Manager will not be involved in the IronPort quoting process.

9. Cisco Channel Account Manager (CAM) Email ID – Enter the Email ID for the

IronPort PSS. If you are unsure of the Email ID, reach out to the IronPort PSS or

Create Case under the Help link.

10. Save and Continue – Use when you are ready to save and progress to the next

step, About the Deal.

11. Save – Save the information and remain in the Who’s Involved tab.

About the Deal Tab

About the Deal tab enables you to enter deal details such as the deal type, expected closing date, competitor information, and total expected deal amount. Required fields are identified with an asterisk (*).

Note: Fields identified as “required” may not be required in all theaters.

Click Save and Continue to open the Promotions tab.

1. Intended Use – Identifies the channel programs for which you are eligible. For

IronPort/ScanSafe deals select Resale.

2. Deal Category – For IronPort/ScanSafe deals select Other-Resale/Infrastructure.

3. Expected Closing Date – Enter the date you expect the deal to close.

4. Save and Continue: Click to advance to the Promotions Tab.

Promotions Tab The Promotions tab displays the promotions for which you are eligible. The IronPort

and ScanSafe quoting process is initiated by selecting the IronPort Promotion from the

OTHER selection list.

The IronPort promotion will be available for IronPort and ScanSafe Partners and Cisco

Partners with IronPort certifications. You must select the IronPort Deal Registration to



create an IronPort and ScanSafe quote. Selection of any other promotion will result in

creating a Cisco quote.

1. Select – Locate the IronPort Deal Registration promotion for your particular Theater

from the OTHER selection list.

2. Promotion Questions – After selecting a promotion, the questionnaire opens. The

questions are similar to IronPort Deal Registration in the IronPort Partner Portal.

3. Select Save and Continue to submit for qualification.

Review and Submit Tab

Review enables you to view the Deal Summary and to edit Deal Information. You will

progress to the Review tab to submit to IronPort/ScanSafe for qualification and to submit

to IronPort/ScanSafe for final approval.

1. Edit link – Enables you to view and edit deal information and link to promotion rules.

Green check marks appear next to each of the following: Who’s Involved, About the

Deal, and Promotions.

2. Error messages will appear if you need to include additional information in order to

submit the deal.

3. Submit Deal for Qualification – Sends the deal to IronPort/ScanSafe for

Qualification.

Create an IronPort Quote

From the Quote tab, you will create IronPort/ScanSafe Quotes. The following fields are

displayed the first time the Quote tab is opened for a qualified deal.

1. Price Book: The Price Book is automatically set based on the Country of the End

Customer and cannot be changed.

2. Currency: The first step in building the quote is to identify the Currency. If there

are multiple currencies available in a region, the default value of Currency will be

“Please Select.” Select the Currency from the dropdown list and select Save and

Continue.

IronPort products must be quoted in USD.

ScanSafe products must be quoted in EUR or GBP if the end customer is located

in Europe.

Quoting in EUR or GBP will result in a ScanSafe Quote.

A Quote can only contain one currency.



Build the Quote

1. Add a SKU to Your Quote: IronPort/ScanSafe quotes are built by manually

entering IronPort and ScanSafe SKUs. Enter the first three or more letters of the

IronPort/ScanSafe SKU. A maximum of 100 matching SKUs will be displayed. The

list includes IronPort and ScanSafe SKUs, Customer orderable products and SKUs

from the Quote transaction Pricelist/Currency.

Cisco products will not be displayed in the search results. Select the

IronPort/ScanSafe SKU from the list.

2. Enter Qty (quantity) and click Add. If an incorrect minimum quantity is entered, the

system will display a message showing the minimum quantity required.

3. The Edit Duration link is displayed for Term-Based SKUs in the quote. The

duration may be changed by selecting Edit Duration. Enter the Start Date and End

Date. The duration may range from five days to ten years.

4. Hover over the I (Information) icon next to Edit Duration to view the original and

modified duration.

5. Hover over the I (Information) icon next to the Unit List Price to view the updated

price. The Unit List Price on the quote will always be the prorated list price from

which the Extended List price is calculated.

6. Select a Buy Method at the Quote header level. Select Change next to Buy

Method. Direct resellers select Cisco IronPort if buying directly from IronPort.

Otherwise, direct resellers select a Distributor. Indirect resellers may only select a

distributor. The distributors available are based on the partner country. The partner

is responsible for contacting the distributor directly.

7. The Billing Term defaults to Upfront. Select Change to update the Billing Term.

The Billing Term for quotes containing only hosted offers can be changed to Annual,

Quarterly or Monthly. Quotes containing hosted and non-hosted offers will always

have Upfront as the Billing Term.

8. Admin SKU: If the quote consists of Hosted Offer(s), an Admin Fee SKU will be

added to the quote regardless of the Billing Term selected. The system will add the

corresponding Admin Fee SKU based on the selected Billing Term after adding a

Hosted offer to the quote. Separate Admin SKUs will be added for IronPort and

ScanSafe SKUs.

9. Discounts & Credits – When the quote is built, select the “Discounts & Credits” link.

This view displays the eligible discounts for IronPort and ScanSafe SKUs.

The Direct Reseller IronPort certification discount will be displayed.



The Indirect Reseller view displays the list price only.

Direct Resellers will view eligible discounts (certification, deal registration, and

promotional SKUs) that may be applied.

Special Pricing

IronPort quotes are not eligible for Cisco rebates

10. After viewing the Discounts, click Save and Continue.


After viewing the Discounts and saving the quote, the Review and Submit tab opens.

The page displays the summary view of the Deal and a snapshot of the quote.

1. Click Submit Quote for Approval to submit the quote for approval by the IronPort

Team.

2. The next action is to wait for an approval decision from Cisco.

3. An email is sent to the partner when IronPort or ScanSafe has approved the quote.

Export Quote

Quotes may be Exported at any time. Once approved, you may want to file a copy and

attach it to the Purchase Order.

1. Click the Export link to generate a file.

2. Click Quote Items to select the output for your quote.

3. From Contact Details select Partner Information.

4. From Bill of Materials select Items with:

Line Level Discounts

Quote Discounts Summary

Financial Summary

5. Click Export Quote to generate your PDF or Excel file.

This concludes the Create an IronPort Quote from a Deal scenario.

Section 3 - Partner Team Sharing

OVERVIEW: If you want to collaborate with the IronPort sales team, or you need special

pricing consideration, please make sure you share the quote with your PSS. Once



added, the sharee will have edit access to the IronPort deal/quote. You can also Add

and Delete users to the Default Partner Share Team list or add/delete users on the

deal/quote.

Click the Share link to share your deal with the PSS or the IronPort sales team.

In addition, you can choose to add a team member to your default sharing team.

Sharees added to the default share team will have edit access to all deals and quotes

you create.

Click Add New Member to add a contact to your Default Partner Share Team.

You can search for partners by using the drop-down search criteria such as email.

Section 4 – Create an IronPort Quick Quote

An IronPort Quick Quote enables partners to create a quote solely with a partner’s

contractual discounts (no promotions can be added). Partners are encouraged to use

the Quick Quote process when deal registration is not applicable.

1. From Quick Start on the CCW Homepage, click Quick Quote.

2. This Quote is for: Begin the Quick Quote process by selecting Cisco IronPort.

3. Quote Name: Enter the name for the quote.

4. End Customer is identified with the Select an End Customer link.

5. A list of Recent Customers opens. Select your End Customer from the list and

click Select.

6. If your End Customer is not listed, select Search for End Customer – Search by

identifying your end customer with address information. If End Customer is not

listed, widen the search criteria.

7. Create Customer – Select this option when you have exhausted all search criteria

for a customer. This option should be used sparingly as a last resort.

8. Select Use the Contact Details in My User Profile to populate the Partner Contact

with your contact information or enter the Partner Contact information manually.

9. The Partner Contact is responsible for the deals and quotes created in Cisco

Commerce Workspace. You may select yourself or designate a different partner

sales contact for each deal. It is important to determine who within your company is

appropriate to list as the partner for each deal as certifications and specializations

may be needed to complete a particular deal. In other words, you may decide to



select the partner responsible for the deal and designate a different person as the

deal contact.

10. Price Book: The Price Book is automatically set based on the Country of the End

Customer and cannot be changed.

11. Currency: If there are multiple currencies available in a region, the default value of

Currency will be “Please Select.” Select the Currency from the dropdown list and

select Save and Continue.

IronPort products must be quoted in USD.

ScanSafe products must be quoted in EUR or GBP if the end customer is located

in Europe.

Quoting in EUR or GBP will result in a ScanSafe Quote.

A Quote can only contain one currency.

12. Create Quote: Opens the Quote Tab.

Build the Quote 1. Add a SKU to Your Quote: IronPort/ScanSafe quotes are built by manually

entering IronPort and ScanSafe SKUs. Enter the first three or more letters of the

IronPort/ScanSafe SKU. A maximum of 100 matching SKUs will be displayed. The

list includes IronPort and ScanSafe SKUs, Customer orderable products and SKUs

from the Quote transaction Pricelist/Currency.

Cisco products will not be displayed in the search results. Select the

IronPort/ScanSafe SKU from the list.

2. Enter Qty (quantity) and click Add. If an incorrect minimum quantity is entered, the

system will display a message showing the minimum quantity required.

3. The Edit Duration link is displayed for Term-Based SKUs in the quote. The

duration may be changed by selecting Edit Duration. Enter the Start Date and End

Date. The duration may range from five days to ten years.

4. Hover over the I (Information) icon next to Edit Duration to view the original and

modified duration.

5. Hover over the I (Information) icon next to the Unit List Price to view the updated

price. The Unit List Price on the quote will always be the prorated list price from

which the Extended List price is calculated.



6. Select a Buy Method at the Quote header level. Select Change next to Buy

Method. Direct resellers select Cisco IronPort if buying directly from IronPort.

Otherwise, direct resellers select a Distributor. Indirect resellers may only select a

distributor. The distributors available are based on the partner country. The partner

is responsible for contacting the distributor directly.

7. The Billing Term defaults to Upfront. Select Change to update the Billing Term.

The Billing Term for quotes containing only hosted offers can be changed to Annual,

Quarterly or Monthly. Quotes containing hosted and non-hosted offers will always

have Upfront as the Billing Term

8. Admin SKU: If the quote consists of Hosted Offer(s), an Admin Fee SKU will be

added to the quote regardless of the Billing Term selected. The system will add the

corresponding Admin Fee SKU based on the selected Billing Term after adding a

Hosted offer to the quote. Separate Admin SKUs will be added for IronPort and

ScanSafe SKUs.

11. Discounts & Credits – When the quote is built, select the “Discounts & Credits” link. This view displays the eligible discounts for IronPort and ScanSafe SKUs.

The Direct Reseller IronPort certification discount will be displayed.

The Indirect Reseller view displays the list price only.

Direct Resellers will view eligible discounts (certification and promotional SKUs)

that may be applied.

Special Pricing

IronPort quotes are not eligible for Cisco rebates

9. After viewing the Discounts click Save and Continue.


The Review and Submit tab opens. A summary view of the Deal and a snapshot of the

quote are displayed. An informational message displays instructions to place an order

post-approval. An IronPort legal disclaimer explains that the Quote is for budgetary

purposes and prices and discounts will be verified at time of Order.

Click Submit Quote for Approval to submit the quote for approval by the IronPort

Team.

Export Quote

Quotes may be Exported at any time. Once approved, you may want to file a copy and

attach it to the Purchase Order.



6. Click the Export link to generate a file.

7. Click Quote Items to select the output for your quote.

8. From Contact Details select Partner Information.

9. From Bill of Materials select Items with:

Line Level Discounts

Quote Discounts Summary

Financial Summary

10. Click Export Quote to generate your PDF or Excel file.

This concludes the Create an IronPort Quick Quote scenario.



Index

A

About the Deal........................................................ 9, 10

About this User Guide ................................................. 2

Admin SKU ............................................................ 11, 15

Approval in Progress .................................................... 6

Approved ...................................................................... 6

B

Billing Term ........................................................... 11, 15

Buy Method .......................................................... 11, 15

C

Create Customer..................................................... 9, 13

Create Deal ................................................................... 4

Currency ................................................................ 10, 14

D

Deal ID ........................................................................... 6

Deal Status .................................................................... 6

Deal/Quote Name ........................................................ 6

Delete ............................................................................ 3

Discounts & Credits .............................................. 11, 15

Download Deals & Quotes Reports ............................. 4

E

Edit Columns ................................................................. 7

Edit Duration......................................................... 11, 14

Error messages ........................................................... 10

Expired .......................................................................... 7

Export ........................................................................ 3, 7

G

General Navigation ...................................................... 2

Generate Report ........................................................... 7

H

Homepage .................................................................... 4

I

Intended Use ................................................................ 9

IronPort Promotions .....................................................9

IronPort/ScanSafe SKU ........................................ 11, 14

L

Log in .............................................................................3

Log out ...........................................................................3

M

Manage ..........................................................................5

Manage Items................................................................7

More Information Required (MIR) ...............................6

My Program Enrollments ..............................................4

My Support Cases .........................................................8

N

Next Partner Action ......................................................6

Not Submitted ...............................................................6

O

Ordered .........................................................................6

P

Partner Contact ...................................................... 8, 13

Partner Program Enrollment Tool ................................5

Partner Self Service Tool ...............................................5

Price Book ............................................................. 10, 14

Print ...............................................................................3

Promotion Questions ................................................. 10

Q

Qualification in Progress ...............................................6

Qualified ........................................................................6

Quantity ................................................................ 11, 14

Quick Links ....................................................................4

Quick Start .................................................................4, 8

Quote ...................................................................... 4, 10

R

Rejected .........................................................................6

Re-Opened.....................................................................6

Reports ......................................................................4, 7



Review and Submit ........................................ 10, 12, 15

S

Save ........................................................................... 3, 9

Save and Continue .................................................... 3, 9

Search for End Customer ....................................... 9, 13

Select an End Customer ......................................... 9, 13

Select CAM .................................................................... 9

Share ..................................................................... 3, 4, 7

Share Deals & Quotes................................................... 4

Submit Deal for Qualification ..................................... 10

U

Unit List Price ....................................................... 11, 14

V

View All Deals & Quotes ...............................................4

View Eligible Promotions ..............................................4

View Partner Profile ......................................................9

W

Who’s Involved ................................................... 8, 9, 10

Workspace Profile and Preferences .............................5

Workspace Search ....................................................4, 5

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