Cisco Commerce Workspace

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Cisco Commerce Workspace

Distributor Quoting Training September 2010For (Distributor Users/DCAM/Cisco Distributor Operations) All Theaters

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11Cisco Commerce Workspace

Table of ContentsModule 1 Navigate CCWHome PageQuick StartDeals & QuotesDeals and Quotes ReportsWorkspace Search & Advanced SearchQuick Links

Module 2 Cisco AM / Reseller Sharing with a Distributor

Module 3 Revise a quoteAdd a Product ItemNext Gen ConfigAdd a Service ItemImport a ConfigurationReview the Deal

Module 4 Monitor the Approval Process

Module 5 Auto DART / DART Phase Deviations

Module 6 CBN ProgramExisting Confirmation ProcessCBN Update New Functionality

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Course OverviewWhen 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.Distributor Quoting33Cisco 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 Process Explain the Auto Dart/DART Phase DeviationExplain the Updates to the CBN Program


Module 1 Navigating CCWHome PageQuick StartDeals & QuotesDeals and Quotes ReportsWorkspace Search & Advanced SearchQuick Links

To Log In to Cisco Commerce Workspace 5.0 (CCW 5.0)

Go to: https://cisco-apps.cisco.com/cisco/psn/commerce

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HomepageThe Cisco Commerce Workspace homepage displays four main areas: Quick Start, Quick Links, Workspace Search and Deals and Quotes.66IMPORTANT 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.

Homepage Quick StartTo go to the Deals and Quotes page, click Deals & Quotes. 77

Deals and Quotes Results PageManage your Deals and Quotes by: Export download an Excel report Share Allows the AM and the reseller to share the deal with you Generate Report - generate an Admin Report Download Report download an Excel report Edit Columns temporarily customize your view of your deals and quotes. From Deals & Quotes results page:Conduct a Workspace Search Manage 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)88Mask

Workspace 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.99

Workspace Advanced SearchYou may search on all available fields.

Key fields in the Advanced Search are: Deal/Quote Number Authorization Number Reseller Name CBN Eligible Reseller Country10

Homepage: 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. 1111

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 Deals CBN Ineligible Deals CBN Confirmed Deals Deals Created By me Deals Shared With Me All DealsHomepage: Deals and Quotes12

Homepage: Deals and QuotesDirectly from the Deals and Quotes menu you may also view the columns not selected to be displayed by hovering your mouse over certain fields.

1313Things 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 #

Homepage Quick LinksFrom Quick Links menu, you may: View your Workspace Profile and Preferences Select a Preferred Language1414

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 Confirmed Company name Purchasing relationship

Homepage Workspace Profile and Preferences15

Deal HeaderDeal summary information displays in the header of all quoting pages for easy reference.Select and click one of the following to: Export Share Print Delete EmailCompatibility Check click to check internet browser, Windows, and Mac compatibility.

SHOW ME click to access quick training segments and pertinent information.


Module 2 Cisco AM / Reseller sharing Quote With Distributor

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OverviewWhen 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.Distributor Quoting1818

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 quoteCisco AM / Reseller Sharing Quote with Distributor1919Cisco Commerce Workspace

Module 3 Revise a QuoteAdd a Product ItemNext Gen ConfigAdd a Service ItemImport a ConfigurationReview the Deal

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OverviewIf the deal has been shared the Disti will be able to:

Revise a deal by adding product lines Submit a quote for re-approval

Additional editing/configuration capabilities (See Appendices):

Configure it through next gen config, and attach a service Add a stand alone service item Import a configuration containing products and or services

Revise a Quote2121

Revise a QuoteNow that the quote has been shared with the Disti, the Disti will: Search for the Deal ID See the deal in the Deals and Quotes results on the Home Page Click on the Deal ID to view the quote Mask

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Revise 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

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Revise 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 Item Add a Service Item Import Saved Configuration24

Add a Product Item

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Revise a Quote Add Product ItemTo Add a Product Item, click on the Add Product Item link.26

Enter the Product Number Revise a Quote Add Product Item27

Enter the Product QuantityRevise a Quote Add Product Item28

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 dropdownRevise a Quote Add Product Item29

Click Select Options. This will automatically open Next Gen ConfigurationRevise a Quote Add Product Item30

Next Gen Config

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Item to be configuredGraphic representation of the categories that are available for the item.Next Gen Config improves the user experience by:Seamlessly integrating configuration capability with quotingMaking the process of attaching services more intuitiveRevise a Quote - Integration into Next Gen Config

Review the Deal

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Revise 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

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Revise 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

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Revise 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.


Module 4: Monitor the Approval Process

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Go to the deal and quotes page to see the status of the deal.Monitor the Approval Process38

This is an example of the deal status.Monitor the Approval Process3939If any changes have been made to the quote, you must make sure that it has been reapproved.

Reseller will get an email and contact distDisti will look for DARTDisti will look for net price emailDisti 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 email.

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.

Deal 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 ProgressCisco is reviewing the DealNo ActionApprovedPartner has now finalized the configuration and is ready to place orderPlace OrderReopened Configuration revised by partner; resubmit for approvalRe-submit DealOrderedOrders are being placed against deal; all orders must be placed before deal expiresNo ActionClosedAll items on the Deal have been consumed; deal is no longer activeNo ActionOther StatusesMore Information RequiredDeal sent back to partner for edits/resubmissionRe-submitRejectedDeal has been rejected - no longer activeNo ActionExpiredDeal is Expired - no longer active.No ActionApproval in ProgressThe deal has been locked out for editing as the Cisco AM is working with the dealContact AMPartner Action

September 2010Cisco Commerce WorkspaceSeptember 2010 Updates Guide

Module 5: Auto DART and Phased Deviations

4141Auto 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 creation4242

Auto-DART and Phased DeviationsWhen the Deal has been Approved, deviations are managed from the Order tab43

Auto-DART and Phased DeviationsThe deviation requests are listed in the Distributor Authorizations Deviations.From this view you can:View the Deviations

Create New Deviation/ Revise & Cancel links are disabled for Distributors

Auto-DART and Phased DeviationsEach request has its own:Deviation Id#Approval Authorization #

To View the deviation, click the Deviation Id#12

Auto-DART and Phased DeviationsThe View Deviation window displays.This view is always read-only.Impact of Auto-DART to DistributorsThe 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 wouldnt 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

Cisco Commerce Workspace

Module 6: CBN ProgramExisting Confirmation ProcessCBN Update New Functionality

48The 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.

OverviewReview 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.Distributor Quoting4949

Existing Confirmation Process

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You 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.

CBN ProgramMask

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To confirm the Entire quote select Confirm Entire Quote. For this example we will choose Select Items to Confirm, and then select the Continue button.

CBN Program52

Select 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. CBN ProgramMaskUpdate this screenshot53

By clicking confirm you have now completed the confirmation process.CBN Program54

Click the View lines confirmed as CBN link to view the confirmed lines.

CBN Program

In 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. CBN Program1 major line with six minor lines all products; no contracts; no services. Only product lines were confirmed as CBN

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The 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.

CBN ProgramCisco 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 Process Explain the Auto Dart/DART Phase DeviationExplain the Updates to the CBN Program

5859 Cisco Commerce Workspace Training US Canada Japan APAC - April 2009Conclusion

Thank you for taking this training!

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Next Gen Config

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Item to be configuredGraphic representation of the categories that are available for the item.Next Gen Config improves the user experience by:Seamlessly integrating configuration capability with quotingMaking the process of attaching services more intuitiveRevise a Quote - Integration into Next Gen Config

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. The product page in the Cisco Commerce workspace offers a variety of features to enhance the users experience. Alternatively, you can alsoClick the Options Search link.Revise a Quote - Integration into Next Gen ConfigThe 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. 63

Note all indicated required options.To resolve the error, select the component and Power cable required.Revise a Quote - Integration into Next Gen Config64

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.Revise a Quote - Integration into Next Gen Config65

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.Revise a Quote - Integration into Next Gen Config6666

Click Add Services.Revise a Quote - Integration into Next Gen Config6767

Select the Service and Duration.Click Update.Revise a Quote - Integration into Next Gen Config6868

Note any indicators related to the added Services.Click Ok.Revise a Quote - Integration into Next Gen Config6969

Note that the Service has been added.Click Done above.Revise a Quote - Integration into Next Gen Config7070

Add a Service Item

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To add a Stand Alone Service Item, select Add Service Item.Revise a Quote Add Service Item72

Select a Service Item.Enter the Service Quantity and Select the Duration.

Click the Add button.Revise a Quote Add Service Item

The service has been added.

Select the Buy Method.Revise a Quote Add Service Item74

Buy Method applied. Click Save and Continue.Revise a Quote Add Service ItemMask

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Import a Configuration

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To revise the quote by adding a saved configuration, click Import a Saved Configuration. Revise a Quote Import a Saved Configuration7777Mask

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.Revise a Quote Import a Saved ConfigurationExamples7878

Items from the Imported Configuration are added to the quote

Revise a Quote Import a Saved Configuration7979

Revise a Quote Select Buy MethodClick the checkbox to select the Buy Method for all lines OR

1. Click the drop down next to each line item 2. Choose yourself as the Buy Method3. Click Apply Buy Method8080

Buy Method applied!

Revise a Quote Buy Method Applied8181

Documents

Cisco Commerce Workspace