quick quote overview - cisco...• quotes that have more than 45 lines and/or 5 install sites •...

Cisco Public © 2014 Cisco and/or its affiliates. All rights reserved. 1

Cisco Service Contract Center

Quick Price & Quote Overview Distributor Training

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 2 © 2014 Cisco and/or its affiliates. All rights reserved.

Quick Quoting Standard Quoting

• Obtaining a Quick Price/Quote on the service you are quoting by

only providing minimal information (i.e. Product Number or

Serial Number, and Install Site)

• Generate and Save ‘Quick Price Number’.

• Ability to compare pricing on multiple service levels

• Quick Price/Quote of up to 500 lines (over 500 lines will be

processed offline and sent via email)

• Ability to save Quick Price’s over 500 and 5000 lines.

• Quotes that contain up to 45 lines and/or 5 install sites (if over

45 lines and/or 5 install sites, quotes must be completed and

ordered in Standard Quoting)

• Minimal validations are performed on the quote before ordering

and after the quote is ordered, all validations are performed

• Complex Quotes that include:

• Takeovers

• Midterm Upgrades

• Co-Termination

• Quotes that have more than 45 lines and/or 5 install sites

• All validations are performed on the quote before ordering

To access Quick Quoting, roll mouse over the Estimates/Quotes

tab and click on the Quick Price/Quote sub-tab.

To access Standard Quoting, roll mouse over the Estimates/Quotes

tab and click on the Create New Quote sub-tab.

Key Learning Points Overview of the functionality of Quick Quoting

Overview of each quoting screen that captures the key features of Quick Price/Quote, Pricing,

Quoting, and Finalizing Order

CSCC enables you to quote and order new, renewal or add to existing service on your equipment. You

can use either a Quick or Standard Quoting workflow, based on the guidelines below:


Quick Price/Quote

(Step 1)

Pricing (Step 2)

Quoting (Step 3)

Finalize Order

(Step 4)

• Quick Price/Quote

screen is the landing

page for Quick

Quoting.

• Verify or provide

account information.

• Add equipment that

needs service.

• Select service

level(s).

• Choose to either get

a quick price or

proceed directly to a

quote.

• Pricing screen is

used to obtain a quick

price.

• Verify information at

the header level.

• Edit at the line level.

• Proceed to the

quoting screen.

• Quoting screen is

used to obtain a

quote.

•Verify information at

the header level

• Edit quote at the line

level with same and

additional options that

were on the Pricing

screen.

• Proceed to the

Finalize Order

screen.

• Finalize Order

screen is used for

ordering the quote.

• Verify information

at the header level.

• Order the quote.


STEP 1: Navigate to Quick Price/Quote Screen

• Log into CSCC.

• Roll mouse over Estimates/Quotes tab to open sub-tabs.

• Click on the ‘Quick Price/Quote’ secondary menu to be taken to Quick Price/Quote screen.

NOTE: Currently the only fully supported web browsers in CSCC are:

• Internet Explorer versions 7, 8 and 9 for Windows XP

• Internet Explorer version 8 and 9 for Windows 7

• Firefox for Windows 7, XP and MAC OS X

Quick Price/Quote (Step 1)

Pricing (Step 2) Quoting (Step 3) Finalize Order

(Step 4)


Let’s Try It! Obtain a Quick Price/Quote

Build a Quick Quote (New, Renewal, or Add to Existing)


STEP 1: Quick Price/Quote Screen

• Set/change Preferences: Reseller BID,

Install Site Country, and Set Reseller

Price as. These will default from

Preferences if set up.

NOTE: Reseller BIDs will be auto pulled on to

the quote from the contract if the user creates/

renews a quote using ‘Import by Contract’

method..

NOTE: Taxability: ‘Resale’ will need to be

selected from the Taxability dropdown (This

field is ONLY available for US and Canada, all

others will see this field but it will be disabled).

• Set/Change Service Levels. These will

default from Preferences if set up.

• Enter values and associated number(s)

into one of three fields

(Enter/Import/Upload)

NOTE: The radio buttons will automatically be

selected and if uploading, the most recent

excel .xlsx format is now compatible with

CSCC.

A

B

C



(Step 4)

Select any of the various help text icons on the Quick Price/Quote, Pricing,

and Quoting screens to learn more information about that particular field.

C

B

A

Important Note: If the

Channel dropdown

mistakenly defaults to

“1T”, you will need to

reset your channel to

“Distribution” in your

preferences. See

Access and

Preferences (slide 8)

for more information.

http://forums.cisco.com/ecom/c/document_library/get_file?p_l_id=1477487&folderId=1477745&name=DLFE-43702.pdf

http://forums.cisco.com/ecom/c/document_library/get_file?p_l_id=1477487&folderId=1477745&name=DLFE-43702.pdf


STEP 1: Quick Price/Quote Screen

• Perform Service Availability check when

possible checkbox expands when selected to

provide text boxes and a dropdown for city,

state, and zip code to perform a SAM check

based on the service level and products

identified when an Install Site cannot be

identified once the user selects ‘Request Price’.

• Click on ‘Import Multiple Quotes’ to toggle to

‘Multiple Quote Upload’ screen. For more

information on Multiple Quote Upload, please

see “Quote Manager”.

• Automate Error Resolution automatically

corrects Service Availability, Target Contract,

mismatched Serial Numbers, and Begin and

End date errors by applying the system

generated preferred value.

• Auto Fix Inactive or On Hold Site ID will search

for Inactive or On Hold Sites to replace with a

valid Install Site. If CSCC can’t find a valid

replacement site, a new Site ID will be created

using the address provided.

• Select ‘Request Price’ to obtain a quick price

and to generate Quick price number or

‘Proceed To Quote’ to obtain a quote.



(Step 4)

Select any of the various help text icons on the Quick Price/Quote, Pricing,

and Quoting screens to learn more information about that particular field.

E

E

F

H

G

F

NOTE: The checkbox will default

to unchecked

D

D

H


STEP 2: Pricing Screen

• Verify prices in header and product table and click ‘Download’ to save quick price. If needed, major and minor lines can be edited or deleted from the ‘Lines’ dropdown menu. Prices may also be compared for multiple service levels by selecting ‘Compare Prices’ from the ‘Pricing’ dropdown menu.

• Verify header level information.

• Click ‘Proceed to Quote’ to move to the Quoting screen and a ‘Confirm Quote Option’ popup will appear where Enterprise SKU Invoicing can be selected.

• Check ‘Enterprise SKU Invoicing’ box (optional) and click ‘Next’.

Confirm Quote Options popup will

only appear if the Distributor on

the quote is Enterprise SKU

enabled.

If you check “Enterprise SKU

Invoicing,” you cannot uncheck it in

the subsequent pages. If you

decide not to use enterprise SKU

invoicing, you will need to copy the

quote and start over.

A

B

C

D



(Step 4)

A

D

B

C NOTE: Left and right scroll buttons have been added to the product

table to allow you to move to the extreme beginning or end at the line

level within the product table with one click in either direction.

E

12345


STEP 2: Pricing Screen

• A Quick Price Number will be generated on the Step 2: Pricing screen. The users can save the ‘Quick Price’ Number and reference it at a later date.

• Users can query the Quick Price using the ‘Quick Price Number’ and convert the Quick Price into Quick or Standard Quotes.

• Quick Price can also be saved for 2-Tier quotes over 500 and 500 lines

• You can also see a Service SKU Summary table on the Step 2: Pricing screen

A



(Step 4)

A

Note: Search for a

quick price using

‘Quick Price Number’

can be done from:

• Basic Search page

• Advanced Search

• Quote Manager.

B

B

12345


STEP 3: Quoting Screen

• Verify header level information,

and name Quote.

• Display Partner Discount

checkbox will set the visibility of

partner discounts by selecting

the checkbox. The checkbox will

be automatically checked if you

selected ‘Yes ’ in Preferences.

• Quote Reference Number is

available and will be populated

only when created in the Multiple

Quote Upload functionality.

Otherwise the value will be blank.

• Reseller Contact name, email,

and phone can be edited via the

selector icon. When clicked, a

‘Reseller Contacts’ window will

open where user will see all

contacts for that reseller and can

add, edit, or sort contacts (see

slide 11).

A

B

C

D



(Step 4)

D

C

B A

Taxability: ‘Resale’ will need to be selected from the Taxability dropdown if not selected

on the Quick Price/Quote screen. Tax Status will default to Exempt when ‘Resale’ is

selected in the Taxability dropdown. (This field is ONLY available for US and Canada, all

others will see this field but it will be disabled).


STEP 3: Quoting Screen cont’d

• ‘View Sample Invoice’ Link will appear for quotes that are orderable. Link will not appear for invalid quotes.

• Quote can be viewed in the Standard Quoting flow by clicking ‘View Quote in Standard Quoting’ hyperlink (optional).

• Add Note(s) (optional).

• View color coded Errors, Warnings, and Informational messages if any appear on the quote.

E

F

G

H



(Step 4)

H

G

F E

Sample Invoices are available from the

hyperlink for the following statuses:

• Valid

• Invalid Orderable

• Order In-Progress

• Order Failed Submission

• Order Revalidated

• Order Submitted

• Conversion In-Progress

• Order Complete


• Reseller contact information is no longer editable on the UI. You will need to select the picker icon to edit all Reseller contact information. You will also see a ‘Clear’ button next to the reseller picker button to remove existing Reseller Contact Information.

• Once clicked, a Reseller Contacts box will open.

• In this box, you can add a new Reseller Contact, edit existing Reseller’s name, email, or phone, or select another Reseller for

your Quote.

A

B

C



(Step 4)

A

B

C

Reseller Contact Information Popup Window

Note: The Reseller

Bill To ID will be

auto-pulled onto the

quote when creating

or renewing using

‘Import from

contract’ method.


• Add, Edit or Delete line(s) by using

‘Lines’ dropdown menu (see next

slides for more details).

• Identify line errors (if any) by rolling

mouse over the error icon and

correct the errors by navigating to

the ‘Error Details’ tab.

NOTE: Must click save after

adding/editing quote and correcting

errors for validations to be re-run

• Click ‘Proceed to Order’ to move to

the Finalize Order screen. (Disti

with ordering access only, Distis

without ordering access will need

to use ‘Notify’ option in the Access

dropdown menu.

I

J

K

STEP 3: Quoting Screen (cont’d)



(Step 4)

When creating a quote, for it to become

orderable and pass limited validations,

quote must contain the following:

• Serial Number

• Service Level

• Install-At Site ID

• Reseller BID

• Begin & End Dates

K

J

I

NOTE: Left and right scroll buttons have been added to the product

table to allow you to move to the extreme beginning or end at the line

level within the product table with one click in either direction.


The Add Lines flow from the Pricing and Quoting Screens has been consolidated for all 3 add products

options: Enter Products, Import, and Upload.

• To add lines to be priced, select ‘Add/Upload Lines’ from the “Lines” dropdown menu.

• Enter product information by Product #, Serial #/PAK, or Service SKU and click ‘OK’. The radio buttons

will automatically be selected when using the ‘Enter Products Information By,’ ‘Import From,’ and ‘Upload

List’ functionalities.

• Select service levels for Hardware, Software, and Software Subscription, select Begin & End date, and

click ‘OK’.

A

B

C



(Step 4)

STEP 3.1: Adding Lines by Entering Product Information

C B

A

Target Contract can be entered

by:

1. Custom text ‘MICKEY’,

‘DONALD’ etc. when

adding/editing a target contract

on the quote.

2. You can select from contract

numbers or names already

present on the quote from the

‘Existing Entries Quick Select’

dropdown.

3. Selecting from contracts that

you have access to by using the

picker.


STEP 3.2: Adding Lines by Importing From Contract/Quote/PO/SO

• To add lines to be priced, select ‘Add/Upload Lines’ from the ‘Lines’ dropdown menu.

• Select import type from dropdown menu.

• Enter appropriate number in text box and click ‘Next’.

• Select Filters and click ‘OK’.

A

B

C

D



(Step 4)

B

C D

D

A


STEP 3.3: Adding Lines by Uploading a Product List

• To add lines to be priced, select ‘Add/Upload Lines’ from the ‘Lines’ dropdown menu.

• Locate file from desktop to be uploaded by clicking ‘Browse’, select it and click ‘Submit’ on.

• Service Availability Matrix (SAM) hyperlink is provided to determine if service is available within a specific location globally.

A

B

C



(Step 4)

C

B

A


STEP 3.4: Editing Lines (Single Line)

• To edit Major or Minor lines to be priced, check the box

for the line(s) to be edited and then select ‘Edit Lines’

from the ‘Lines’ dropdown menu or in the edit column of

the product table, click on the pencil icon for the

line that needs editing.

• Target Contract can be entered in custom text

‘MICKEY’, ‘DONALD’ etc. when adding/editing a target

contract on the quote. You can select from contract

numbers or names already present on the quote from

the ‘Existing Entries Quick Select’ dropdown. You can

also add a target contract by selecting from contracts

that you have access to by using the picker.

• The install site can be edited or added by entering the

site ID in free form. Click ‘OK’ when all changes/edits

are complete.

• On the ‘Edit Single Line’ popup, once the information

has been edited, click ‘OK’.

Key Validation Note:

Begin & End Dates can be set to whatever you

choose, however, the date duration must be at

least 1 year and when pricing or quoting by

Service SKU, the service duration must match the

price list duration, if not, an error message will

appear.

A

D

C

B



(Step 4)

Duration can be

set to 3 years by

editing the dates in

both Pricing &

Quoting screens

when using the

‘Edit Lines’

functionality.

D

C

B

A


STEP 3.6: Deleting Line(s)

• To delete Major line(s), check the box for the line(s) to be deleted and then select ‘Delete Lines’ from the ‘Lines’ dropdown

menu.

• Minor Lines with errors can be deleted by checking the appropriate box(es) and selecting ‘Delete Lines’ from the ‘Lines’

dropdown menu.

NOTE: Errored minor lines can ONLY be deleted if they have the following 3 error messages:

• SCDAT1001/SCDAT1009: This product or product’s major line has reached last date of support.

• SCSPM9001: The service level chosen is not valid for this product.

• PROD_NUM_INVALID: The product number you have entered is invalid.

• Confirm line(s) to be deleted and select ‘Delete’ on the ‘Delete Lines Alert’ popup.

A

B

C



(Step 4)

C

B

A


STEP 3.7: Auto Deleted Line(s) Items will be identified and auto-deleted from the quote if they are:

• Non-Serviceable

• LDOS (Last Day of Support) has passed

• Non-standalone minor only lines

• Serial Number is not the latest installed

• Duplicated in a quote which has line(s) that is on another quote

• Auto Deleted non-serviceable items can be viewed on the product table in the ‘Auto Deleted Items’ tab.

• You have the option to download an ‘Auto Deleted Items Report’ by clicking ‘Download Auto Deleted Items’ hyperlink

• When downloading, select ‘Online’ or ‘Offline’. Report will be sent via email when selecting ‘Offline’ or can be viewed/saved to desktop immediately when selecting ‘Online’.

A

B



(Step 4)

A

B

C

C


• Verify the Header

Level Information

and Quote

Number

Messages

• Enter a Purchase

Order Number in

the text box

provided

• Click ‘Order

Now’.



(Step 4)

Step 4: Finalize Order screen

A

C

B

A

C B

Sample Invoices are available from the

hyperlink for the following statuses:

• Valid

• Invalid Orderable

• Order In-Progress

• Order Failed Submission

• Order Revalidated

• Order Submitted

• Conversion In-Progress

• Order Complete

‘View Sample Invoice’ Link will appear for

quotes that are orderable. Link will not

appear for invalid quotes.

.


Key Quoting Validation: In 3 situations, if the maximum threshold of 45 major lines and/or 5 install sites has been

exceeded when quoting, a popup message will appear asking you to switch to Standard

Quoting.

1. User clicks ‘Proceed To Quote’ from the Quick Price/Quote screen.

2. User clicks ‘Proceed To Quote’ from the Pricing screen.

3. User adds or edits a line in Quoting screen.



(Step 4)


Key Pricing Validation: • If lines exceed 500 (major+minor) when pricing, a popup will appear stating that the quote is too

large for Quick Price/Quote and processing will be done offline.

• You will enter an email address and an email will then be sent containing an offline report of the

products being priced.



(Step 4)


Multi-National Quoting (MNQ) and Multi Year Discount

• Multinational Quoting and Multi Year Discount Validation Checks are now applied if the Disti Bill

to ID and Install Site ID belong to different countries and fall on different price lists. No support

case will be necessary to apply the discount.

• This validation checks to ensure Distributors select Resellers only within their approved selling

territory and Resellers only select Distributors who are authorized to sell into their country. In

order for Distributors to get their approved MNQ discounts, the End Customer’s Install Site on

the quote needs to be within the Disti’s selling territory. As long as Reseller and Distributor are

authorized to do business with each other then the transaction will process without errors.

• Multi-National Quoting Discounts will NOT be applied on:

• Partner Core Bridge Quotes (PC-B)

• Advanced Service Fixed/Certification/Specialization Verification Quotes (AS-F/CPS)

• Basic Maintenance Service Quotes (BMS) - China only

• Federal Quotes with Cisco Brand Resale – Federal Discounts will take precedence and be

applied through the as-is process– US only

• Legacy Collaborative Services


Multi-National Quoting (MNQ)

Discounts can be seen on the Quoting screen in Quick Quoting by:

• Expanding the summary line to show the Major line

• In the “Disti Discount” column, click the percentage hyperlink

• The Discount Details popup window appears showing the MNQ discount

C

B

A

A

B

C

Thank you.

quick quote overview - cisco...• quotes that have more than 45 lines and/or 5 install sites •...

Documents