Presentation on theme: "Cisco Commerce Workspace"— Presentation transcript:
1Cisco Commerce Workspace Distributor Quoting Training– September 2010For (Distributor Users/DCAM/Cisco Distributor Operations)All TheatersUse Slideshow Mode and the Page Down button to view this presentation1
2Cisco Commerce Workspace Table of Contents Module 1 – Navigate CCWHome PageQuick StartDeals & QuotesDeals and Quotes ReportsWorkspace Search & Advanced SearchQuick LinksModule 2 – Cisco AM / Reseller Sharing with a DistributorModule 3 – Revise a quoteAdd a Product ItemNext Gen ConfigAdd a Service ItemImport a ConfigurationReview the DealModule 4 – Monitor the Approval ProcessModule 5 – Auto DART / DART Phase DeviationsModule 6 – CBN ProgramExisting Confirmation ProcessCBN Update – New Functionality
3Distributor 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 DistiDisti 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 quoteUpdates 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.3
4Cisco Commerce Workspace Course Objectives By the end of this course you should be able to:Navigate CCWDirect a Cisco AM/Reseller to share a quote with a DistiRevise a quoteMonitor the Approval ProcessExplain the Auto Dart/DART Phase DeviationExplain the Updates to the CBN Program
5Cisco Commerce Workspace Module 1 – Navigating CCWHome PageQuick StartDeals & QuotesDeals and Quotes ReportsWorkspace Search & Advanced SearchQuick LinksTo Log In to Cisco Commerce Workspace 5.0 (CCW 5.0)Go to: https://cisco-apps.cisco.com/cisco/psn/commerce
6HomepageThe Cisco Commerce Workspace homepage displays four main areas: Quick Start, Quick Links, Workspace Search and Deals and Quotes.IMPORTANT NOTE: The screen display will be different for early adopters (such as Brazil) vs. non early adopters. For early adopters, the Create Deal and Quick Quote links under Quick Start section will be in grayed out (inactive). For non-early adopters, all links will be active.6
7Homepage – Quick StartTo go to the Deals and Quotes page, click Deals & Quotes.7
8Deals and Quotes – Results Page From Deals & Quotes results page:Conduct a Workspace SearchManage 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 reportShare – Allows the AM and the reseller to share the deal with youGenerate Report - generate an Admin ReportDownload Report – download an Excel reportEdit Columns – temporarily customize your view of your deals and quotes.Mask8
9Workspace SearchFrom 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.9
10Workspace Advanced Search You may search on all available fields.Key fields in the Advanced Search are:Deal/Quote NumberAuthorization NumberReseller NameCBN EligibleReseller Country
11Homepage: 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 RemoveYou also enter content filters which will limit the data return in the portlet.11
12Homepage: 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 DealsCBN Ineligible DealsCBN Confirmed DealsDeals Created By meDeals Shared With MeAll Deals
13Homepage: Deals and Quotes Things to point out on slide (screen shots for these will be needed to show how the items pop out on the screen)Illustrate Hover overIf promotions are not fully shown, you can click on it to show expanded view.Authorizatoin #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.13
14Homepage – Quick Links From Quick Links menu, you may: View your Workspace Profile and PreferencesSelect a Preferred Language14
15Homepage – 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 ConfirmedCompany namePurchasing relationship
16Deal HeaderDeal 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:ExportSharePrintDelete16
17Cisco Commerce Workspace Module 2 – Cisco AM / Reseller sharing Quote With Distributor
18Distributor 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 approval to 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 quoteDisti 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.18
19Cisco 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 quote19
20Cisco Commerce Workspace Module 3 – Revise a QuoteAdd a Product ItemNext Gen ConfigAdd a Service ItemImport a ConfigurationReview the Deal
21Revise a Quote Overview If the deal has been shared the Disti will be able to:Revise a deal by adding product linesSubmit a quote for re-approvalAdditional editing/configuration capabilities (See Appendices):Configure it through next gen config, and attach a serviceAdd a stand alone service itemImport a configuration containing products and or services21
22Revise a QuoteNow that the quote has been shared with the Disti, the Disti will:Search for the Deal IDSee the deal in the Deals and Quotes results on the Home PageClick on the Deal ID to view the quoteMask
23Revise a QuoteOnce 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.Mask
24Revise a QuoteThe 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 ItemAdd a Service ItemImport Saved Configuration
26Revise a Quote – Add Product Item To Add a Product Item, click on the Add Product Item link.
27Revise a Quote – Add Product Item Enter the Product Number
28Revise a Quote – Add Product Item Enter the Product Quantity
29Revise 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
30Revise a Quote – Add Product Item Click Select Options. This will automatically open Next Gen Configuration
32Revise a Quote - Integration into Next Gen Config Next Gen Config improves the user experience by:Seamlessly integrating configuration capability with quotingMaking the process of attaching services more intuitiveItem to be configuredGraphic representation of the categories that are available for the item.
34Revise a QuoteNow 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.Mask
35Revise a QuoteNext, 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.Mask
36Revise a QuoteWhen 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.
37Cisco Commerce Workspace Module 4: Monitor the Approval Process
38Monitor the Approval Process Go to the deal and quotes page to see the status of the deal.
39Monitor the Approval Process This is an example of the deal status.If any changes have been made to the quote, you must make sure that it has been reapproved.Reseller will get an and contact distDisti will look for DARTDisti will look for net priceDisti will search with deal Id to see if deal is approved or not.Once the approval is done, the reseller will contact the Disti and can convert to order. Or the disti will get a DART notification or net pricing .If you are in Greater China or APAP then Dart centralization team or the china Channel ops drop ship team will create the DART for you.39
40September 2010Deal Statuses and Additional Information (For Informational Purpose only)Standard Deal StatusesDeal Has Not Been SubmittedDeal not submitted to Cisco for reviewSubmit DealQualification in Progress *Not all promotions require qualificationCisco is reviewing the DealNo ActionQualified *Not all promotions require qualificationPartner has until the expiry deadline to Submit the Quote and Place the OrderSubmit QuoteApproval in ProgressApprovedPartner has now finalized the configuration and is ready to place orderPlace OrderReopenedConfiguration revised by partner; resubmit for approvalRe-submit DealOrderedOrders are being placed against deal; all orders must be placed before deal expiresClosedAll items on the Deal have been consumed; deal is no longer activeOther StatusesMore Information RequiredDeal sent back to partner for edits/resubmissionRe-submitRejectedDeal has been rejected - no longer activeExpiredDeal is Expired - no longer active.The deal has been locked out for editing as the Cisco AM is working with the dealContact AMPartner Action
41Cisco Commerce Workspace September 2010 Updates Guide Module 5: Auto DART and Phased Deviations41
42Auto DART and Phased Deviations OverviewThis 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 TeamChina – China Drop shipment TeamCisco 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 creation42
43Auto-DART and Phased Deviations When the Deal has been Approved, deviations are managed from the Order tab
44Auto-DART and Phased Deviations The deviation requests are listed in the Distributor Authorizations Deviations.From this view you can:View the DeviationsCreate New Deviation/ Revise & Cancel links are disabled for Distributors
45Auto-DART and Phased Deviations Each request has it’s own:Deviation Id#Approval Authorization #To View the deviation, click the Deviation Id#12
46Auto-DART and Phased Deviations The View Deviation window displays.This view is always read-only.
47Impact 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)CategoryAs-ISTo-beNon-Standard DealsDSAF-xxxxxxx-xxxxMDMF-xxxxxxx-xxxxPartner / End Customer Contractual Discount*NAPCON-xxxxxxx-xxxx
48Cisco Commerce Workspace Module 6: CBN ProgramExisting Confirmation ProcessCBN Update – New FunctionalityThe Quote Tab will have lines that are not CBN confirmed, and a list that is. The ones that are stand alone services will be stripped out of the bundle that was being CBN confirmed.Disti Cannot confirm those service lines as cbn. They must be paused to get credit for selling it.DART will include all of the service lines. Click on orders tab for that deal, you will see a revised DART and if you click on the view the lines in the DART, you will see all the service lines.
49Distributor Quoting Overview Review of the existing confirmation process.Updates to CBN ProgramWhen 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.49
51CBN ProgramYou have completed the search for the Deal ID or Authorization Number. You have opened the deal that has been Approved.Now you will confirm CBN lines on the quote. Click on Confirm CBN link.Mask
52CBN ProgramTo confirm the Entire quote select “Confirm Entire Quote. For this example we will choose “Select Items to Confirm,” and then select the Continue button.
53CBN ProgramSelect the specific lines to confirm and then select the continue button. If you want to confirm all of the lines on this page, you can select the checkbox at the top. In this process the system will verify that the total of all items selected to be confirmed meets the threshold.In this example, the product we are confirming is a bundle product that includes services.Services are not eligible to be ordered in the CBN Program. The enhancement will automatically remove the services from the bundle and create them as stand alone service lines.MaskUpdate this screenshot
54CBN ProgramBy clicking confirm you have now completed the confirmation process.
55CBN ProgramClick the View lines confirmed as CBN link to view the confirmed lines.
56CBN ProgramIn this example, there is one major line with a product bundle that included products and service lines. As showing in the View lines confirmed as CBN, only the products lines were confirmed.1 major line – with six minor lines all products; no contracts; no services.Only product lines were confirmed as CBN
57CBN ProgramThe Quote tab shows how the lines are Split. In the case where you have a product bundle that has service components in it, it will automatically strip out those service components and create the stand alone lines.You can see on this quote that the service lines (lines 1-7) have been automatically added from the line that was selected to be CBN confirmed. The product line is shown at the bottom.In order to fulfill lines 1-7, the Disti must go to SMS3. CCW does not support conversion of stand alone service lines at this time.
58Cisco Commerce Workspace Course Review You have now learned how to:Navigate CCWDirect a Cisco AM/Reseller to share a quote with a DistiRevise a quoteMonitor the Approval ProcessExplain the Auto Dart/DART Phase DeviationExplain the Updates to the CBN Program
59Thank you for taking this training! ConclusionThank you for taking this training!59
62Revise a Quote - Integration into Next Gen Config Next Gen Config improves the user experience by:Seamlessly integrating configuration capability with quotingMaking the process of attaching services more intuitiveItem to be configuredGraphic representation of the categories that are available for the item.
63Revise a Quote - Integration into Next Gen Config The product page in the Cisco Commerce workspace offers a variety of features to enhance the users’ experience.The Option Search portlet allows the user to look for options for a product. It also provides the ability to select and add an option from the search results to the configuration.Alternatively, you can alsoClick the Options Search link.The product page in the Cisco Commerce workspace offers a variety of new features to improve the users experience. The Option Search portlet on the top right hand side of the page, allows the user to look for options for a product . It also provides the ability to select and add an option from the search results to the configuration. Alternatively, the Options Search feature can be accessed by clicking the Options Search link as well.
64Revise a Quote - Integration into Next Gen Config Note all indicated required options.To resolve the error, select the component and Power cable required.
65Revise a Quote - Integration into Next Gen Config Specify the option by clicking the corresponding radio button. The cable has been added as shown on the right.Also note the success indication above.Click Done after the selection has been made.
66Revise a Quote - Integration into Next Gen Config Click Return to configuration to continue adding product to the quoteClick Add/Change Services to add services to the product just configured.Click Done to return to the Quote tab.If you would like to add services at a later time you can do so by clicking Select Service link.66
67Revise a Quote - Integration into Next Gen Config Click Add Services.67
68Revise a Quote - Integration into Next Gen Config Select the Service and Duration.Click Update.68
69Revise a Quote - Integration into Next Gen Config Note any indicators related to the added Services.Click Ok.69
70Revise a Quote - Integration into Next Gen Config Note that the Service has been added.Click Done above.70
77Revise a Quote – Import a Saved Configuration To revise the quote by adding a saved configuration, click Import a Saved Configuration.Mask77
78Revise a Quote – Import a Saved Configuration Click one of the Select buttons to identify where the Configuration is saved. A subsequent window will display requesting file location, configuration set IDs, etc. depending on the type of configuration being imported.Examples78
79Revise a Quote – Import a Saved Configuration Items from the Imported Configuration are added to the quote79
80Revise a Quote – Select Buy Method Click the checkbox to select the Buy Method for all lines OR1. Click the drop down next to each line item2. Choose yourself as the Buy Method3. Click Apply Buy Method80