Presentation on theme: "Polycom Quotes on Demand Tool Partner User Guide Version 1.1"— Presentation transcript:
1Polycom Quotes on Demand Tool Partner User Guide Version 1.1
2Contents Process Overview Logging in and Selecting a product Creating a QuoteQuote ManagerQuote ForwardingMandatory Browser Settings
3Process Overview Login to Polycom quote tool Select Product Type Input Region and CountryYesMore Productsto AddConfigure Base Product and OptionsAdd to Quote and Input Quote DetailsNoRequest Approval (if required)Save, submit, print your quote…
4Contents Process Overview Logging in and Selecting a product Creating a QuoteQuote ManagerQuote ForwardingMandatory Browser Settings
5Logging in and Selecting a Product URL: bigmachines.polycom.com (NOLogin user:(password and user name are case sensitive)
6Changing Your Profile 1. Click here to access your profile 2. Change user settings4. Click update to save your settings here3. Bill to info will populate prepared by section of quote
7Select Product (Choosing Product) 1. Select your product family here3. Click here to configure your product2. Select your model here
83. Select the Currency for the price list Select Product (Region, Country & Currency)1. Select your current region. The page will auto-update and provide you a list of countries based on your region2. Select your country and the Sales Region and Country. The system will store your choice as a cookie (See mandatory browser settings section)3. Select the Currency for the price listNote: The Sales Region and Price List Currency will drive the selection of price list, and the Sales Country will be used to filter part and product visibility.4. Select next to proceed
9Select Product (Not Available) If the product is not available in the chosen Region/Country combination, the bundle choice will be blank and this message will appear.Choose Previous to choose another Region/Country or Start Over to begin a new quote
10Configuration (Model and Bundle) Select your model and bundle choiceSelect your bundle quantity. Bundle quantity only applies to the selected bundle and services. Optional Item quantities are handled on another screenChoose “yes” if the quote is only for parts and not a bundle
11Configuration (Information and Services) For more information on a product click on the help iconSelect relevant service offerings
12Configuration (Parts and Begin Quote) Total priceMain system products show here (automatically selected)Click quote to proceedOptional compatible products are shown here. CHECK the product you want to include on the quote.
13Configuration (With Expansion Options) Choose Model and BundleChoose Expansion Options and QuantityChoice Services and Maintenance (maintenance will also apply to expansion options)
14Configuration (With Expansion Options Cont.) Main system products show here (automatically selected)Click quote to proceedOptional compatible products are shown here. CHECK the product you want to include on the quote.
15Contents Process Overview Logging in and Selecting a product Creating a QuoteQuote ManagerQuote ForwardingMandatory Browser Settings
16Starting a QuotationFill in necessary fields for opportunity name, quote description, etc.Prepared by info to be populated from bill to info in profile
17Quote (Customer Information) Fill in the appropriate customer addresses, select contact list to save and manage your contacts
18Quote (Terms & Printing Information) Fill in the appropriate term duration and add cover letter text if necessaryOne PDF file may be attached to quote if desired
19Quote (Change Discount & Quantity) Enter the customer discount here.Change quantity of optional items here. Mandatory item quantity is set during initial configurationTo run pricing calculations, click on Update Price or Save
20Quote (Adding Additional Products) Choose Add Line Items, choose next product and proceed through configuration processOnce configured with appropriate parts and services, click add to quote
21Quote (Removing Products from Quote) Check the box corresponding to line item to removeClick Remove and then Save
22Quote (Reconfigure a Product) Click on top level hyperlink for product to reconfigureClick Reconfigure and proceed through configuration process
23Quote (Add Non-Polycom Parts) Up to 5 non-Polycom parts may be added to a quote on this tabEnter base currency, the part details, quantity and base priceTo run pricing calculations, click on Update Price
24Quote (Quote Discount, Shipping & Taxes) Enter a quote level discount here, if desiredChoose base currency for shipping fees and taxes, then enter applicable taxes and shipping fees.
25Quote (Comments & Messages) Add comments to be seen on the quoteSpecial instructions from Global Reach, Services, or Certification that apply to this quote.
26Quote (Currency Code)For quoting in a specific currency, choose the appropriate currency code and click Save or Update Price. Values throughout the quote will reflect the new currency.Due to a system limitation, though the values will reflect the new currency, the “$” will continue to be displayed. However, the proper symbol will be displayed on the printed quote.
27Quote (Submitting the Quote) Verify total for quoteWhen ready, click submit, this will allow the quote to be printed without a “draft” mark. NOTE: Once a quote is submitted, click Revise to edit again. This will also increment the revision number.
28The max discount amount is established by a Partners Management Team Quote (Max Discount)If max discount on any line item was exceeded, a message similar to this will appear. The quote will either need to be revised or approval will be required.The max discount amount is established by a Partners Management Team
29Quote (Requesting Approval) Enter message to approver explaining need for discount and click request approval
30Quote (Requesting Approval Cont.) When the Request Approval button is clicked, an notification goes to the designated approver group for your organizationWhen your quote is approved or rejected, you will be notified byTo check on the status of your quotes, use the quote managerIf you want to pull a quote out of the approval process, prior to approval, click Revise
31Quote (Email & Printing) Click here to the quote directly to the customer or team memberClick here to print your proposal. WARNING, make sure all popup blockers are turned off or approved for this domain
32Contents Process Overview Logging in and Selecting a product Creating a QuoteQuote ManagerQuote ForwardingMandatory Browser Settings
33Quote ManagerThe Quote Manager stores your quotes. Click on the column headings to sort your quotesQuotes may be printed, copied and forwarded to other users from this screen.
34Quote Manager (Folders) 1. Add folders with the Edit button2. Check quote(s) to move3. Select folder from list and click Move
35Quote Manager (Searching) 13. Enter the columns to be included in the search results.2. Enter the columns you want to search on.
36Quote Manager (Searching Continued) 4. Specify values to use for search criteria, change column order for results, click Search to see results.5. Search results can be exported to excel for quote reporting, or click on the quote number to proceed to that quote.
37Quote Manager (Views) A view is a saved Search Multiple views can be defined and savedEach user can define their own viewsEach user may set one of their views as the defaultTo create a View follow the same steps used to Search, then after clicking the Search button fill in the Name field on the page and click the Save As View button.
38Quote Manager (Using Views) To use a view, select from the list and click the blue arrow icon to the right of the list.Click the Quotes Manager link to return to default view.
39Contents Process Overview Logging in and Selecting a product Creating a QuoteQuote ManagerQuote ForwardingMandatory Browser Settings
40Quote Forwarding (Overview) PurposeTo move a quote created by a Polycom Sales Representative from the Polycom Domain to a Partner Sales Representative or Manager in a Partner Domain. Partners may also use the feature to forward a quote to another person in their own domain.BenefitsWill automatically apply partner discounts to the quoteWill automatically apply the partner’s logoWill be completely editable by the partner, per the access rights of the person receiving the forward
41Quote Forwarding (Selecting the quote) In Quote Manager, check quote to ForwardClick on Forward
42Quote Forwarding (Choose Receiver) Do not use unless you want to send the quote to all of the Reps or ManagersChoose the specific user(s) to receive the quote and click forward
43Quote Forwarding (Recipient) Recipient will find the quote in their Quotes Manager, though NO notification will be sent automaticallyOnce in their queue, it will inherit the discounts, formatting, and entitlements of the partnerFor collaboration purposes, the quote is now editable by both the originator and the recipient
44Quote Forwarding (Warning!) If a quote is forwarded to someone unintentionally, there is not currently a way to recall it.When forwarding a quote, only forward to a specific person(s). Do not forward it to a group, as everyone in that group, which could be hundreds of people, will receive it in their queues.
45Contents Process Overview Logging in and Selecting a product Creating a QuoteQuote ManagerQuote ForwardingMandatory Browser Settings
46Getting Started: Browser Settings - Security Select “Tools” then “Internet Options” to get this screenThese settings are for IE, though similar settings are available on other browsers
47Select the security tab to get this window Getting Started:Browser Settings - SecuritySelect the security tab to get this window
48Browser Settings - Security Getting Started:Browser Settings - SecurityThen select the “Sites” button to view this windowAdd to this text box and click “Add”Click on the green check box iconMake sure this box is UNCHECKEDClick “OK”
49Select “Custom Level” and you will see this screen Getting Started:Browser Settings - SecuritySelect “Custom Level” and you will see this screen
50Search for “Display Mixed Content” about half way down the list Getting Started:Browser Settings – Mixed ContentSearch for “Display Mixed Content” about half way down the listSelect “Enable”Click “OK”
51Getting Started: Browser Settings – Popup Blocker 1Select Tools -> Pop-up Blocker-> Pop-up Blocker Settings2Add to this text box and click “Add”