Cisco Commerce User Guide - CCW

8/10/2019 Cisco Commerce User Guide - CCW

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Cisco Commerce

Getting Started With Cisco Commerce

User Guide

Cisco Prop rietary


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Getting Started With Cisco Commerce User Guide

Cisco Proprietary 2014 Cisco and/or its affiliates. All rights reserved.

Last Updated: 30 October 2014 Page 2

Cisco.com|Privacy Statement|Trademarks Provide Feedback on this Training Resource

TABLE OF CONTENTS

1

Conventions Used in t his Document .......................................................................................... 6

2 Getting Access to Cisco Commerce........................................................................................... 7

2.1

Overv iew .......................................................................................................................... 7

2.2 User Access ..................................................................................................................... 7

2.2.1 Create a Cisco.com Profile ..................................................................................... 7

2.2.2

Raise a Request to Associate Yourself with Your Company ..................................... 7

2.2.3 Get Approval from Your Company Admin ................................................................ 8

2.2.4

Manage your Access to Cisco Commerce and Other Tools...................................... 9

2.3 Becoming a Registered Cisco Partner .......................................................................... 10

2.3.1

Create a Cisco.com Profile ................................................................................... 10

2.3.2 Register Your Company........................................................................................ 10

2.3.3 Manage Company Details and Employees ............................................................ 11

2.4 Logging In ...................................................................................................................... 12

2.5

Cisco Commerce Workf low ........................................................................................... 13

2.5.1

Deal Registration .................................................................................................. 13

2.5.2 Estimates and Configurations ............................................................................... 13

2.5.3

Deals and Quotes ................................................................................................. 13

2.5.4

Orders .................................................................................................................. 14

2.5.5

Service Contracts ................................................................................................. 15

2.5.6 Subscriptions and Software................................................................................... 15

2.6

Terminolog y ................................................................................................................... 15

2.7

Accessing Cisco Commerce Support ........................................................................... 16

3

Nav igating the Homepage......................................................................................................... 18

3.1

Cisco Navigation Banner ............................................................................................... 18

3.2 User Prof ile .................................................................................................................... 18

3.3

Not ifi cations ................................................................................................................... 19

3.4 Global Nav igation Bar.................................................................................................... 19

3.4.1 Home ................................................................................................................... 20

3.4.2 Catalog................................................................................................................. 20
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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3.4.3 Estimates & Configurations Tab ............................................................................ 20

3.4.4

Deals & Quotes Tab ............................................................................................. 20

3.4.5 Orders Tab ........................................................................................................... 20

3.4.6

Service Contracts Tab .......................................................................................... 20

3.4.7 Subscriptions Tab ................................................................................................. 20

3.4.8 Software Tab ........................................................................................................ 20

3.5

Quick Links .................................................................................................................... 20

3.6

Search Capabili ty ........................................................................................................... 21

3.6.1

Global Search....................................................................................................... 21

3.6.2 Basic Search ........................................................................................................ 23

3.6.3

Advanced Search ................................................................................................. 25

3.7

Help ................................................................................................................................ 26

3.8

Feedback ........................................................................................................................ 26

4 Customizing Cisco Commerce ................................................................................................. 28

4.1

Updat ing Prof ile ............................................................................................................. 29

4.1.1

Uploading or Deleting an Electronic Signature ....................................................... 30

4.1.2 Viewing Status Information ................................................................................... 31

4.2

Reviewing Company Details .......................................................................................... 31

4.2.1 Viewing Company Info Section.............................................................................. 32

4.2.2

Viewing Company Qualifications ........................................................................... 32

4.2.3 Viewing Partner Deal Administrators ..................................................................... 33

4.2.4 Viewing Cisco Channel Account Managers ........................................................... 34

4.2.5

Viewing Additional Partner Info ............................................................................. 34

4.3 Sett ing Preferences ....................................................................................................... 35

4.3.1

Setting General Preferences ................................................................................. 35

4.3.2 Setting Estimates Preferences .............................................................................. 36

4.3.3

Setting Export Preferences ................................................................................... 37

4.3.4

Setting Sharing Preferences ................................................................................. 39

4.3.5 Setting Addresses Preferences ............................................................................. 43

4.3.6 Setting Order Preferences .................................................................................... 50

4.3.7 Setting Shipping Preferences ................................................................................ 51

4.3.8

Setting Services Preferences ................................................................................ 54


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7.2 Lis t Price Catalog........................................................................................................... 79

7.2.1

Current Price List Tab ........................................................................................... 80

7.2.2 Price List History Tab............................................................................................ 81

7.2.3

Product Price Search Tab ..................................................................................... 83

7.3 Lead Time Search .......................................................................................................... 84

7.3.1 Search By Product Description or SKU.................................................................. 84

7.3.2

Lead Time Search by ERP Product Family ............................................................ 85

7.3.3 Exporting Lead Time Search Results .................................................................... 86

7.3.4

View Available Options from the Lead Time Search Results .................................. 87

7.4 CICS File Manager ......................................................................................................... 88

7.4.1

Searching for a File............................................................................................... 89

7.4.2

Creating a New File .............................................................................................. 90

7.4.3 Editing a File......................................................................................................... 91

7.4.4 Deleting the File.................................................................................................... 92

7.4.5 Removing Selected Files ...................................................................................... 93


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1 Conventions Used in this Document

Keyboard sequences you press are shown in bold. Example: Press Tabto move to the next field.

Links that appear in blue on the Cisco Commerce homepage, whether underlined or not, areunderlined in the user guide. Example: On the Items tab, click Find Products.

Menu or sub-menu paths are separated by a >. Example: Select Intended Use> ManagedService.

Tabs you click have no special formatting. Example: Click the Items tab.

Buttons you click on the screen are shown in bold. Example: Click Continue.

The labels on radio buttons, drop-down menus, checkboxes, and fields that correspond have nospecial formatting. Examples: Click the Yes radio button. Click the Service Program drop-downmenu.

When there are multiple ways of accomplishing a specific task, preferred methods are highlightedas follows:

The blue circle around a lower case i means reader take note. Notes contain helpfulsuggestions or reference to material not covered in the manual.

For example:

Best Practice: Search for an address before creating a new one. Add a shippingaddress only if the address is not found.

Active hyperlinks to other documents or within the same document are shown in blue (RBG: 0, 0,255) and underlined. Example: Additional information is available in theOrder User Guide. or Seethe sectionUser Accessfor more details.

In sections describing a process that starts from somewhere other than the Cisco Commercehomepage, a process flow indicates how to get there. For example, you add products to a quote inthe Quote tab, which means you would have already created the quote through the Deals & Quotesheader tab. The following illustration would therefore display at the beginning of the Add Products toa Quote section.

CiscoCommerce

Deals & QuotesHeader Tab

Create Quote Quote Tab
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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2 Getting Access to Cisco Commerce

2.1 Overview

Cisco Commerce, a new Cisco sales platform, allows partners to register deals; browse through therich catalog; configure and price products, software, and related services; and submit orders.

Cisco Commerce also interacts with Ciscos internal sales tool, Salesforce.com (SFDC), to shareopportunities resulting in quotes and orders.

The following sections show you how to get access to Cisco Commerce and start using it today.

2.2 User Access

To access Cisco Commerce, you must be a registered Cisco Partner Company with an assignedadministrator. If your company is not registered, please see sectionBecoming a Registered CiscoPartner. Follow the instructions below to get user access to Cisco Commerce.

Process Flow to Request User Access

2.2.1 Create a Cisco.com Profile

You will use your Cisco.com user ID to log in to Cisco Commerce. If you do not already have aCisco.com user ID, follow the steps below to register:

Go towww.cisco.com and click Register in the navigation bar.1.

Enter your personal and company details, accept the terms and conditions, and click Submit.2. A confirmation page opens once the details are submitted. You will receive an activation or3.

validation e-mail.

Click the link in the e-mail to activate or validate your Cisco.com profile.4.

Once your account has been created, you will receive a confirmation e-mail.

2.2.2 Raise a Request to Associate Yourself with Your Company

In order for you to access Cisco Commerce, your Cisco.com user ID needs to be associated with yourregistered Cisco Partner Company. In order to do that, you must submit a request to your administratorto be associated with your company. If your company is not a registered Cisco Partner Company, you

canRegister Your Companyas part of the account creation process.Log in to thePartner Self Service(PSS) tool using your Cisco.com user ID and password.1.

SelectAssociate Myself with a Companyfrom the drop-down menu.2.

Enter search terms in the Details field, and click Search Company.3.

Select the company from the drop-down menu and click Select .4.

Create aCisco.com

profile

Request toAssociateYourself with

Your Company

Get Approvalfrom Company

Admin

Manage Accessto CiscoCommerce and

Other Tools
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/go/psshttp://www.cisco.com/go/psshttp://www.cisco.com/go/psshttp://www.cisco.com/mailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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Confirm your selection and click Next.5.

Enter required details and click Submit . You will receive a confirmation message.6.

Partner Ass ociation Request

2.2.3 Get Approval from Your Company Admin

To get approval, follow the below steps:

Upon submitting your request successfully, you will receive a Company Association Request1.

Pending notification.

If you would like to contact your administrator, refer to the list of all your registered administrators in2.the notification message.

Once this is complete, you will receive a notification via e-mail and your Cisco.com user ID will be3.upgraded to a partner level.


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Reques t Pending Notification

2.2.4 Manage your Access to Cisco Commerce and Other Tools

Once you have partner level access (that is, your user ID has been associated with your company), youshould be able to log in to PSS using your Cisco.com ID and give yourself access to Cisco Commerce

as well as other tools.Log in to thePartner Self Servicetool using your Cisco.com user ID and password.1.

Select Manage my Acce ss from the Choose a Task drop-down menu.2.

Check and uncheck boxes to select application to which you need access, and click Update.3.

If Cisco Commerce is not one of the choices, expand the Request Additional Access section by4.clicking on the + icon.

Select the tool you need access to (in this case Cisco Commerce), and your administrator will grant5.you access.
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/go/psshttp://www.cisco.com/go/psshttp://www.cisco.com/go/pssmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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Partn er Self Service - Tools Managem ent

2.3 Becoming a Registered Cisco Partner

Follow the instructions below to become a registered Partner with Cisco.

Proces s Flow to Become Register ed Cisco Partner

2.3.1 Create a Cisco.com Profile

Whether you are creating a Cisco Commerce administrative account or user account, you must createa Cisco.com profile first. See sectionCreate Cisco.com Profile.

2.3.2 Register Your Company

Once you have created a Cisco.com profile, you will receive a confirmation email.

Click on the confirmation link within the email and you will be led to the Cisco.com registration page.1.

Select the option that says I want to become a Cisco Partner and click Go Now. You will be2.redirected to the Partner Registration Tool.

Fill in all your company details and register, including:3. Certify you are the Authorized Signatory for your Company.

Search for your company by DUNS Number or company location and details.

Read and accept the Indirect Channel Partner Agreement.

Create a Cisco.comProfile

Register YourCompany

Manage CompanyDetails andEmployees


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Regis ter ing Your Com pany as a Cisco Partner

2.3.3 Manage Company Details and Employees

Once you are a registered Cisco partner, you will need to log into Partner Self Service and administeryour company details (reference thePartner Guidefor more details). This section only describesmanaging or approving company associations, also known as, user access requests.

Log in toPartner Self Servicetool with your Cisco.com user ID and password.1.

From the Choose/Change a Task drop-down menu, select Manage Company Asso ciation2.Requests.

Execute the tasks:3.

Select Company Name

Approve or Deny New Associations
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/web/partners/partner_with_cisco/partnerguide.htmlhttp://www.cisco.com/web/partners/partner_with_cisco/partnerguide.htmlhttp://www.cisco.com/go/psshttp://www.cisco.com/go/psshttp://www.cisco.com/go/psshttp://www.cisco.com/web/partners/partner_with_cisco/partnerguide.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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Partn er Self Service Manage Comp any As so ciation

2.4 Logging In

Launch your web browser and navigate to theCisco CommerceURL. If this is not the first time youhave logged in to Cisco Commerce, you might be taken directly to the homepage. Otherwise, continue

with the following steps:

On the Cisco.com log in screen, enter your Cisco.com user ID and password.

The Cisco Commerce page times out in about 15-20 minutes of non-activity depending on the browserused. If that happens, simply log in again with your Cisco.com user ID and password.
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttps://apps.cisco.com/Commerce/homehttps://apps.cisco.com/Commerce/homehttps://apps.cisco.com/Commerce/homemailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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Best Practice: Log out of Cisco Commerce at the end of each session to avoidpotential cookie or cache conflicts with future sessions.

2.5 Cisco Commerce WorkflowThe primary function of Cisco Commerce is to allow users to browse through the rich catalog,configure, quote, and order Cisco products and services using one centralized tool. This sectionprovides a high-level overview of those functions within Cisco Commerce.

2.5.1 Deal Registration

Using the Deal Registration functionality in Cisco Commerce, you can take the advantage of incentiveprograms or promotional pricing so long as the deal parameters align with the necessary eligibilitycriteria.

For more information on current Cisco incentive programs and promotions, visit theIncentives andPromotionspage.

Registered deals from Cisco Commerce may be auto-approved, but may also require qualification andapproval by Cisco before the discounted pricing will be validated. Cisco Account Managers can viewand approve deals that have been shared with them from Cisco Commerce.

2.5.2 Estimates and Configurations

In Cisco terms, an estimate or configuration is a pre-configured collection of products and/or servicesthat form a solution. This collection can be validated and saved for many purposes, such as, reuse,sharing with others, and purchasing.

In the Estimates & Configurations tab in Cisco Commerce, you can create estimates or configurationsfor sharing and purchasing. Refer to theConfiguration User Guidefor information on creating aconfiguration.

Build & Price is an additional configuration option that allows you to build estimates and receive quickpricing to initiate pre-sales conversations with end customers. Configurations created using the Build &Price functionality can be easily converted to quotes. See theBuild and Price Trainingfor moreinformation.

Est im ate and Configur ation Work Flow

2.5.3 Deals and Quotes

In Cisco terms, deal is the overall agreement between a partner and Cisco that enables the partner topurchase goods or services at a discounted price.

Create anestimate or

configuration

Addproducts

and services

Validate theproduct linesby selecting

options

Add or editservices

Save,Export,Share,

Copy, orPrint
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/web/partners/incentives_and_promotions/index.htmlhttp://www.cisco.com/web/partners/incentives_and_promotions/index.htmlhttp://www.cisco.com/web/partners/incentives_and_promotions/index.htmlhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Configuration_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Configuration_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Guest/Build_and_Price_Instructor_Led_Training_for_Partners_and_Distributors.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Guest/Build_and_Price_Instructor_Led_Training_for_Partners_and_Distributors.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/Guest/Build_and_Price_Instructor_Led_Training_for_Partners_and_Distributors.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Configuration_User_Guide.pdfhttp://www.cisco.com/web/partners/incentives_and_promotions/index.htmlhttp://www.cisco.com/web/partners/incentives_and_promotions/index.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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The quote is the output (the compilation of configured products and services with applicablediscounts, programs, and promotions) that can be converted to an order for purchase. Refer to theQuote User Guidefor more information.

Within Cisco Commerce, you will need to create a deal when you need to apply programs andpromotions that require additional approval. If the quote will include pre-approved programs andpromotions (requiring no additional approval) then there is no need to create a deal, and you canproceed directly to create a quick quote. Begin with Deals & Quotes tab > Create Quote.

Note : Despite this distinction, you can create deals with or without promotions and,promotions may or may not require qualification.

If a quote includes programs and promotions that will require approval, begin with Deals & Quotes tab> Create Deal. The deal is submitted to Cisco for qualification of promotions, if applicable. Oncequalified, the deal can be completed in Cisco Commerce using the same steps as the quick quote.

Quote Work Flow

Deal Work Flow

2.5.4 Orders

You can proceed straight to ordering without creating an estimate, configuration, quote, or deal if nospecial pricing or pre-approval is required. You can apply reusable discounts directly to an order byentering the Reusable Non-standard Discount (RNSD) deal ID without creating a quote first.

In the Orders tab of Cisco Commerce, you can also view invoices and initiate returns. Refer to the

Order User Guidefor more information.

Create aQuote

Addproducts

and services

AddDiscount ID

for Pre-approvedDiscounts(optional)

Apply forTrade Ins(optional)

Review andSubmit the

Quote

Create a

Deal

WhosInvolved,

Technology

Mix,Promotions,

etc.

Submit forQualificationor Approval

(ifapplicable)

Deal isQualified orApproved

(ifapplicable)

AddProducts,Services,

Discounts,and Trade

Ins

Reviewand

Submitthe Deal
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Quote_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Order_User_Guide.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Quote_User_Guide.pdfmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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Order Work Flow

2.5.5 Service Contracts

Cisco Service Contract Center (CSCC) is the integrated web based solution that partners, serviceproviders and direct customers use to book and manage service contracts and renewal opportunities.

The Service Contracts tab in Cisco Commerce provides a drop-down menu, from which you can selectCSCC resources and bookmark it. Refer to theCSCC pagefor more information.

2.5.6 Subscriptions and Software

You can purchase and renew software subscriptions using Cisco Commerce. The Subscriptions spaceis currently limited in Cisco Commerce. If you are a pilot participant, you can access and managesoftware subscriptions, but only those offers that have been enabled. For offers that have not beenenabled, you must continue to manage your subscriptions inCSCC.

The Software space currently contains links to existing license management information andapplications.

2.6 Terminology

Term or Acronym Defini tion

1-TierA partner who resells Cisco products/services and has direct purchasingrelationship with Cisco

2-TierA partner who resells Cisco products/services and purchases exclusivelythrough a distributor

AM Account Manager

CAM Channel Account Manager, also referred to as PAM

DAM Distributor Account Manager

Create aStandalone

Order

SelectApprovedQuote toConvert

Create theorder

EnterMandatoryInformation

Select orAdd Items to

Order

FinalizeOrder

Reviewand

Submitthe

Order
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/web/services/ordering/cscc/index.htmlhttp://www.cisco.com/web/services/ordering/cscc/index.htmlhttp://apps.cisco.com/CustAdv/ServiceSales/smcam/requestStatusDispatch.do?methodName=onDashboardActionhttp://apps.cisco.com/CustAdv/ServiceSales/smcam/requestStatusDispatch.do?methodName=onDashboardActionhttp://apps.cisco.com/CustAdv/ServiceSales/smcam/requestStatusDispatch.do?methodName=onDashboardActionhttp://www.cisco.com/web/services/ordering/cscc/index.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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Term or Acronym Defini tion

DCAM/DPAM Distributor Channel Account Manager/ Distributor Partner Account Manager

PAM Partner Account Manager (formerly CAM)

2.7 Accessing Cisco Commerce Support

You can access training and support information from any Cisco Commerce page.

Cisco Com m erce Help

Click the Helpicon to:

View the helpline number for your region

View the helpline number for other regions

Open a case

Refer to support information and Frequently Asked Questions (FAQs)

Refer to self-serve training materials

The table below summarizes the different support channels available for help with Cisco Commerce.

Support Type ofContact

Description

CustomerService

Central

Web

Customer Service Centralis the first line of support for Cisco Commercesystem questions and issues. This self-service portal allows you tocreate, track, and manage support cases.

For more information about Customer Service Central, see theCSCpageon the Operations Exchange.

SupportCommunity

Web Available from within Cisco Commerce:http://forums.cisco.com/ecom/web/ccw/
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://forums.cisco.com/ecom/web/service-support-center/customer-service-centralhttp://forums.cisco.com/ecom/web/operations-exchange/cschttp://forums.cisco.com/ecom/web/operations-exchange/cschttp://forums.cisco.com/ecom/web/operations-exchange/cschttp://forums.cisco.com/ecom/web/operations-exchange/cschttp://forums.cisco.com/ecom/web/ccw/http://forums.cisco.com/ecom/web/ccw/http://forums.cisco.com/ecom/web/operations-exchange/cschttp://forums.cisco.com/ecom/web/operations-exchange/cschttp://forums.cisco.com/ecom/web/service-support-center/customer-service-centralmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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Support Type o fContact

Description

CommunityDiscussionForum

WebYou may also join community discussion forums or log a case fortechnical issues that arise when you are using CCW by going to thesupport and downloads site at:http://www.cisco.com/cisco/web/support/index.html

SalesAccele rationCentre(SAC)

Web Distributor Account Manager

E-mail SAC Support email: [email protected]

PartnerCentral

WebYou can view the self-serve training materials onPartner Central. Theseinclude user guides, presentations, quick reference guides, videos, and

support materials.

DistributionCentral

Web

Like Partner Central,Distribution Centralhosts self-serve trainingmaterials for Distributors.

Refer to theCompanion User Guide for Distributorsalongside othertraining materials to use Cisco Commerce as a Distributor.
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/web/partners/events/commerce_workspace.htmlhttp://www.cisco.com/web/partners/events/commerce_workspace.htmlhttps://www.ciscodistributioncentral.com/tools/cisco-commerce-workspace-ccwhttps://www.ciscodistributioncentral.com/tools/cisco-commerce-workspace-ccwhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Companion_User_Guide_for_Distributors.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Companion_User_Guide_for_Distributors.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_Companion_User_Guide_for_Distributors.pdfhttps://www.ciscodistributioncentral.com/tools/cisco-commerce-workspace-ccwhttp://www.cisco.com/web/partners/events/commerce_workspace.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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3 Navigating the Homepage

This is the Cisco Commerce homepage.

Cisco Comm erce Hom epage

3.1 Cisco Navigation Banner

Other than the Welcome message and the Log Out link, the items at the top of the page are related toCisco.com and not Cisco Commerce. This information displays at the top of most primary pagesthroughout Cisco Commerce. Document directions that describe tabs across the top of the page referto the area of the page BELOW this standardized Cisco.com content.

The following options display in the Cisco navigation banner: Account: navigates you to the Cisco Account Profile to preview or edit your Cisco account details.

Log Out: logs you out of Cisco Commerce.

My Cisco: navigates you to the My Cisco Workspace. You can access Cisco Commerce support-related information here.

3.2 User Profile

Click your name to view your profile and preferences. See the sectionCustomizing Cisco Commercetocustomize your profile and set your preferences.


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Use r Profile Setting s

You can also change your display language by clicking the current language name next to ChangeLanguage. Select the appropriate option from a list of 16 languages and clickApp ly.

3.3 Notifications

The Notifications icon ( ) allows you to access the Notifications page under My Profile andPreferences. To learn how to set notifications preferences, seeSetting Notifications Preferences.

Notifications Settings

3.4 Global Navigation Bar

The global navigation bar runs across all Cisco Commerce pages and displays headers for Ciscoscommerce functions. You can view more options by hovering over a tab.

Global Navigation Bar Dis playing Optio ns in the Ord er s Tab

Best Practice: Tabs are navigation friendly. Bookmark tabs or pages for faster searchand ease of navigation.


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Quick Links Icon

When you click or hover over the Quick Links icon ( ), a fly out displays all options available underQuick Links. These include, but are not limited to, List Price Catalog, Shipping Routing Configurator,Returns RMA Tool, and My Enrollments. Select the desired option from this list.

3.6 Search Capability

In Cisco Commerce, you can perform a search using Global, Basic, or Advanced search capabilities.While the Global Search searches records across all pages in Cisco Commerce, you can perform Basicand Advanced Searches from within each tab.

3.6.1 Global Search

Global Search allows you to input any search terms and see results across all estimates,configurations, deals, quotes, orders, subscriptions, and more. Invalid searches include partial input ofnumber IDs. For example, part of a web order ID will produce no records.

Note : Enter the ID numbers in their entirety in order to return valid results. Forexample, a search for part of a web order ID will produce no records.

Global Search

To perform a global search, follow the given steps:

Enter the search text, such as the estimate name or web order ID number.1.

The default for Global Search is set as searchAll . You can customize the search criteria to suit

your needs by using the filter drop-down arrow.

Click the search icon ( ). The results display.2.

3


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Global Search Results

Click the Save icon to save this search for future use. The saved search title will display under the3.Saved Searches section in the Global Search filter drop-down menu.

You can view, export, or tag the search results, as needed. In addition, you can customize the wayyour search results display.

Click Edit View . The Display Preferences dialog box displays.4.

Here, you can select the display and sorting preferences for your search results.

Select the desired columns under the All Columns section and click the right pointing arrow ( ).5.The selected columns now display under the Included Columns section. Similarly, you can removeIncluded Columns using the left pointing arrow ( ).

Change the order of Included Columns using the up and down pointing arrows.6.

Select the desired sorting preferences.7.

Click Savewhen finished. You will see the updated view of the search results.8.

Global Search : Dis play Pre fer ences Dialog Box

3

4


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3.6.2 Basic Search

Basic Search is a category specific search bar that displays within each Cisco Commerce tabs, such asEstimates & Configurations or Returns. To perform a basic search, simply enter the record specific textin the search bar and click the Searchicon. For example, if you are in the Estimates & Configurationspage, enter the estimate name and click the Searchicon to view the desired estimate.

The records displayed include:

Records specifically created by you

Records explicitly shared with you

Records shared with you via the team share functionality

Basic Search: Est im ates & Configu rations Tab

To perform a basic search, follow the given steps:

Enter the search text or number based on the default criteria. In this case, the default is Estimate1.Name. You can change the default using the drop-down arrow.

Click the Searchicon. The search results display.2.

You can view, export or tag the search results as needed. You can also edit the view of your resultsas with theGlobal Search.

To save your search, click the Saveicon. You can track your saved searches under the Saved3.Searches option on the left or from the tab drop-down menus.

To clear your search results and perform a new search, click Clear Allicon.4.

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Basic Search: Es tim ates & Configurations Tab Search Res ults

Note : You can search for returns from within the Orders tab. Hover over the Orders taband select Returns. The search functionality displays on the left side of the page.

The table below summarizes which fields can be in each tab or page.

Record Search Criteria

EstimatesEstimate ID, Estimate Name, Deal ID, Customer Name, Deal andOpportunity Name

ConfigurationsConfiguration Name, Configuration ID, Product Family, Product Name/SKU,Product Description

Deals & Quo tesDeal ID, Quote ID, Deal Name, End Customer Name, Customer D&B No,AM Email ID, CAM Email ID, Authorization No, Promotion Name

OrdersSales Order ID, Order Name, Web Order ID, Purchase Order, Deal ID, EndCustomer, Customer ID, Bill-To ID

SubscriptionsBill To Customer ID, Bill To Customer Name, Contract Number, HostID/MAC ID, Product SKU, PO Number

Sof tware SubscriptionsBill To Customer ID, Account Type, Billing Account Number, EndCustomer, Site URL, Admin Email, Connect Domain

InvoicesTransaction Number, Sales Order Number, RMA Number, CommercialInvoice Number

3

3

4


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Record Search Criteria

DeviationsAuthorization Number, Deal/Quote Name, Deal ID, Quote ID, End

Customer, Reseller Name, CAM ID, AM ID, Promotion Name

NotificationsWeb Order ID, Deal ID, Config ID, Purchase Order Number, Sales OrderNumber

ReturnsAA/AAR Number, RMA Number, Ref. Sales Order Number, PurchaseOrder Number, Web Order ID, Deal ID, Bill To

3.6.3 Advanced Search

Advanced searches are more specific than basic searches. An advanced search allows you to setmultiple search parameters at once from within a particular record page. Additionally, it allows you to

set a timeframe for your search.

Ad vanced Search : Deals & Quote s Tab

To perform an advanced search, follow the given steps:

Click Advanced Search from within a record page, such as from within View All under Deals &1.Quotes tab. The Advanced Search section displays.

Enter your search parameters.2. For filter options with drop-down menus, click the drop-down arrow and select the appropriate

option.

For drop-down menus related to dates as a search parameter, you can select Custom Rangeand enter your desired date range.

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Ad vanced Search : Sear ch Param ete r - Cus to m Rang e

For options displayed as radio buttons or checkboxes, select the appropriate radio button orcheck the appropriate checkbox.

For options with blank fields, click in the field and enter the appropriate search criterion. Forfields that allow multiple search criteria, use commas to separate values.

Click Search. The search results display.

You can view, export or tag the search results, as needed. In addition, you can customize the wayyour results display, as inGlobal Search.

3.7 Help

The Helpicon allows you to access Cisco Commerce support, FAQs and training-related information.

See sectionAccessing Cisco Commerce Supportfor more details.

3.8 Feedback

Click the Feedbacktab on the right side of the screen to comment on your experience with CiscoCommerce. You can specify a particular area, such as Search or Order, for providing your feedback,comment and provide an overall rating. Click Submitwhen done.


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Feedback

If you would like to allow Cisco to contact you to follow up on your feedback, check the checkbox at thebottom of the dialog box.

Feedback Dialog Box


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4 Custom izing Cisco Commerce

Set your Profile and Preferences settings for a seamless commerce experience. The preferences set inCisco Commerce will automatically apply across all Cisco Commerce functions, such as Build & Price,

Configurations, Deals & Quotes, Orders and others.Select My Profile and Preferences from the drop-down menu that displays when you hover over yourname.

My Profile and Pref eren ces

The Cisco Commerce Profile and Preferences display. From this page, you can:

Update profile information Update company details

Set general Cisco Commerce preferences, and specific preferences for shipping, billing, and otherordering selections

Update contact information

Set notification preferences


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My Profile Page

4.1 Updating Profile

When you select My Profile and Preferences, the My Profile page displays by default. This pageautomatically populates with the information set under Cisco.com Profile Manager.

Click Edit at the top to edit the details on the My Profile page. The Cisco Account Profile page1.displays in a new window.

Edit or update the details as needed and click Save Chan gesor Discard Changes.2.

Close the window and return to the Cisco Commerce My Profile page.3.

1


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Cisco Account Profile

4.1.1 Uploading or Deleting an Electronic Signature

To upload an image as your signature, follow the given steps:

Click Uploadunder the signature section. The Upload User Signature dialog box displays.1.

Click Browseto select the image from your computer.2.

Select the appropriate file format (.jpg, .png, .gif, .jpeg). The file location displays in the field on the3.Upload User Signature dialog box.

Click Save. The image displays on the My Profile page.4.

Upload User Signatur e Dialog Box

Click Deleteto remove an already uploaded signature from the signature section of the My Profile5.page.

Signature on My Prof ile Page


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4.1.2 Viewing Status Information

Access to Cisco Commerce functionalities varies depending on your account access level. To viewyour user capabilities within Cisco Commerce, click ( ) to expand the Status Info section.

Status Info Section

4.2 Reviewing Company Details

The second option under My Profile and Preferences is Company Details. The Company Details pagecontains several sections. The Company Info section displays by default.

This section contains company information from the Cisco.com Profile Manager.

Click Edit at the top to edit the Company Details page. The Partner Self Service page displays in a1.new window.

Edit or update the details as needed.2.

Close the window to return to the Cisco Commerce Company Details page.3.

Com pany Details Page


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4.2.1 Viewing Company Info Section

The Company Info section automatically populates with information from your Partner Profile.

Here, you can upload or delete an already uploaded company logo.

4.2.1.1 Uploading or Deleting the Company Logo

To upload an image of the company logo, follow the given steps:

Click Uploadunder the company logo section. The Upload a Company Logo dialog box displays.1.

Click Browseto select the logo image from your computer.2.

Select the appropriate file format (.jpg, .png, .gif, .jpeg). The file location displays in the field on the3.Upload a Company Logo dialog box.

Click Save. The image displays in the Company Info section.4.

Upload a Com pany Log o Dialog Box

Click Deleteto remove an already uploaded logo from the company logo section.5.

Company Logo Section

4.2.2 Viewing Company Qualifications

Click ( ) to expand the Company Qualifications section. You can view your certifications,specializations, and other authorizations here.

To view eligible promotions and program enrollments, click See more.

Alternately, you can view your promotions and program enrollments fromQuick Links.


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Comp any Qualifications Section

4.2.3 Viewing Partner Deal Administrators

Click ( ) to expand the Partner Deal Administrators section. A list of partner names and e-mailaddresses display.

Click See more to view more information. The Partner Deal Administrators dialog box displays. Click X

to close the box.

Partner Deal Adm inis trators Section


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4.2.4 Viewing Cisco Channel Account Managers

Click ( ) to expand the Cisco Channel Account Manager (CAMs) section. A list of CAMs and e-mailaddresses display.

Click See more to view more information. The Cisco Channel Account Manager dialog box displays.Click Xto close the box.

Cisco Channel Account Managers Section

4.2.5 Viewing Additional Partner Info

Click ( ) to expand the Additional Partner Info section. Additional details, such as e-mail address,

display here.Hover over ( ) to see the company e-mail address. This email address is used for quotingnotifications only. All other communications are based on the profile email address.

Ad di ti on al Par tne r Info Sect ion


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4.3 Setting Preferences

The third option under My Profile and Preferences is the user preferences. Click Preferences. Theoption list on the left side of the page expands to display multiple Preference options. Information abouteach option is listed below.

4.3.1 Setting General Preferences

Click Generalto display general preferences. Here you can update your default pricing and federalinformation.

4.3.1.1 Pricing Information

The Pricing information section allows you to set price list and intended use options.

Preferred Price list1.

There are multiple price lists available in Cisco Commerce. Your user profile narrows the selectionto the appropriate country. For example, a user in the United States may see price list options for:

Global Price List in US Dollars

Global Price List US Availability

Click the Preferred Price List drop-down arrow and select the appropriate price list.

Intended Use2.

Intended use describes how items (SKUs) are used and who uses them. Available promotions aredetermined by this selection.

Click the Intended Use drop-down arrow and select the appropriate option.

Resale: Items will be resold to another individual or business entity

Internal Business Use: Items will be installed in the partners facility for demonstration orinfrastructure purposes

Lab: Items will be used in a laboratory environment

Service Provision Use: Items will be installed in a service provider facility that delivers networkaccess to end customers

Click Save . A green success message displays.


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Gener al Pref ere nces Page

4.3.1.2 Federal Information

The Federal Information section allows you to set preferences pertaining to US Federal orders and theTrade Agreements Act (TAA). TAA is a requirement for US Government procurement and is applicableonly to US Federal users who meet additional requirements. This section will display if you are a USFederal user.

For more information see theTAA Job Aid.

4.3.2 Setting Estimates PreferencesOn the Estimates page, you can set your discount and validity default information. These estimatespreferences will automatically apply to all new estimates and orders. Click Save when done.

Est im ates Prefe rences Page
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentsmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfhttp://www.cisco.com/E-Learning/gbo-ccw/cdc_bulk/CCW_TAA_Job_Aid.pdfmailto:[email protected]?subject=Cisco%20Commerce%20User%20Guide%20Commentshttp://www.cisco.com/en/US/swassets/sw293/trademark_statement.htmlhttp://www.cisco.com/en/US/swassets/sw293/privacy_statement.htmlhttp://www.cisco.com/


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4.3.3 Setting Export Preferences

Export preferences can be set under the Standard and Custom tabs on the Exports page.

Expor t Page Standard Tab

4.3.3.1 Standard Tab

To set standard export preferences, complete the following steps:

Click Export . The Export page displays.1.

Click the File Type drop-down and select the desired file format.2.

Select the appropriate image orientation (portrait and landscape). A green checkmark displays over3.

the selected option.Click the Freight Terms drop-down and select the appropriate option (NONE, FOB Origin, FOB4.Destination) to identify who owns the delivery at what point.

FOB terms identify who owns the delivery at what point.


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FOB Origin means that the buyer assumes title of the goods the moment the freight carrier picksup and signs the bill of landing at the original pick up location.

FOB Destination means that the seller retains title and control of the goods until they are

delivered.Check the appropriate checkboxes on the right to include desired information in the exported file,5.such as pricing, discounts, signature, and/or logo.

You can also choose to display service information separate from product information, or serviceinformation separate from subscription information, on the exported file.

Click the Notes field. Enter any additional information you would like displayed on the exported file.6.

Click Save . A green success message displays.7.

4.3.3.2 Custom Tab

To set custom export preferences, complete the following steps:

Select the Custom tab.1.

Export Page Cus tom Tab


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Click the File Type drop-down and select the desired file format.2.

Check the appropriate checkbox(es) under the Include section on the right.3.

Select the desired fields under the All Columns section and click the right pointing arrow. The4.

selected information now displays under the Included Columns section. These fields will beincluded in the exported file.

Similarly, you can remove Included Columns fields using the left pointing arrow.

To change the order of Included Columns, use the up and down pointing arrows.5.

Click the Notes field. Enter any additional information to display on the exported file.6.

Click Save. A green success message displays.7.

4.3.4 Setting Sharing Preferences

From the Share Preferences page, you can automate sharing of deals and quotes, order, estimatesand/or configurations to ease collaboration among partners, distributors, and Cisco. Deals and quotes,

orders, estimates, and/or configurations can be restricted from sharing at any time. You can also createand manage the Default Share List, indicating which information members will be able to access.

Share Pref ere nces Page

4.3.4.1 Default Tab

The Default tab allows you to manage your Default Cisco Share List and Default Share Team.

4.3.4.1.1 Default Cisco Share List

Click Share. The Default tab displays on the Share page.Check the appropriate checkbox to share future deals and quotes automatically with your CiscoAccount Manager (AM) and/or your Cisco Channel Account Manager (CAM), also known as PartnerAccount Manager (PAM) or your Distributor Partner Account Manager (DPAM). Once a deal or quotehas been shared with them, they can view and edit the details.
http://www.cisco.com/http://www.cisco.com/http://www.cisco.com/en/US/swassets/sw293/pr

Documents

Cisco Commerce User Guide - CCW