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Cisco Public © 2014 Cisco and/or its affiliates. All rights reserved. 1
Cisco Service Contract Center
Quick Price & Quote Overview Distributor Training
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 2 © 2014 Cisco and/or its affiliates. All rights reserved.
Quick Quoting Standard Quoting
• Obtaining a Quick Price/Quote on the service you are quoting by
only providing minimal information (i.e. Product Number or
Serial Number, and Install Site)
• Generate and Save ‘Quick Price Number’.
• Ability to compare pricing on multiple service levels
• Quick Price/Quote of up to 500 lines (over 500 lines will be
processed offline and sent via email)
• Ability to save Quick Price’s over 500 and 5000 lines.
• Quotes that contain up to 45 lines and/or 5 install sites (if over
45 lines and/or 5 install sites, quotes must be completed and
ordered in Standard Quoting)
• Minimal validations are performed on the quote before ordering
and after the quote is ordered, all validations are performed
• Complex Quotes that include:
• Takeovers
• Midterm Upgrades
• Co-Termination
• Quotes that have more than 45 lines and/or 5 install sites
• All validations are performed on the quote before ordering
To access Quick Quoting, roll mouse over the Estimates/Quotes
tab and click on the Quick Price/Quote sub-tab.
To access Standard Quoting, roll mouse over the Estimates/Quotes
tab and click on the Create New Quote sub-tab.
Key Learning Points Overview of the functionality of Quick Quoting
Overview of each quoting screen that captures the key features of Quick Price/Quote, Pricing,
Quoting, and Finalizing Order
CSCC enables you to quote and order new, renewal or add to existing service on your equipment. You
can use either a Quick or Standard Quoting workflow, based on the guidelines below:
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 3 © 2014 Cisco and/or its affiliates. All rights reserved.
Quick Price/Quote
(Step 1)
Pricing (Step 2)
Quoting (Step 3)
Finalize Order
(Step 4)
• Quick Price/Quote
screen is the landing
page for Quick
Quoting.
• Verify or provide
account information.
• Add equipment that
needs service.
• Select service
level(s).
• Choose to either get
a quick price or
proceed directly to a
quote.
• Pricing screen is
used to obtain a quick
price.
• Verify information at
the header level.
• Edit at the line level.
• Proceed to the
quoting screen.
• Quoting screen is
used to obtain a
quote.
•Verify information at
the header level
• Edit quote at the line
level with same and
additional options that
were on the Pricing
screen.
• Proceed to the
Finalize Order
screen.
• Finalize Order
screen is used for
ordering the quote.
• Verify information
at the header level.
• Order the quote.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 4 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 1: Navigate to Quick Price/Quote Screen
• Log into CSCC.
• Roll mouse over Estimates/Quotes tab to open sub-tabs.
• Click on the ‘Quick Price/Quote’ secondary menu to be taken to Quick Price/Quote screen.
NOTE: Currently the only fully supported web browsers in CSCC are:
• Internet Explorer versions 7, 8 and 9 for Windows XP
• Internet Explorer version 8 and 9 for Windows 7
• Firefox for Windows 7, XP and MAC OS X
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 5 © 2014 Cisco and/or its affiliates. All rights reserved.
Let’s Try It! Obtain a Quick Price/Quote
Build a Quick Quote (New, Renewal, or Add to Existing)
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 6 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 1: Quick Price/Quote Screen
• Set/change Preferences: Reseller BID,
Install Site Country, and Set Reseller
Price as. These will default from
Preferences if set up.
NOTE: Reseller BIDs will be auto pulled on to
the quote from the contract if the user creates/
renews a quote using ‘Import by Contract’
method..
NOTE: Taxability: ‘Resale’ will need to be
selected from the Taxability dropdown (This
field is ONLY available for US and Canada, all
others will see this field but it will be disabled).
• Set/Change Service Levels. These will
default from Preferences if set up.
• Enter values and associated number(s)
into one of three fields
(Enter/Import/Upload)
NOTE: The radio buttons will automatically be
selected and if uploading, the most recent
excel .xlsx format is now compatible with
CSCC.
A
B
C
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
Select any of the various help text icons on the Quick Price/Quote, Pricing,
and Quoting screens to learn more information about that particular field.
C
B
A
Important Note: If the
Channel dropdown
mistakenly defaults to
“1T”, you will need to
reset your channel to
“Distribution” in your
preferences. See
Access and
Preferences (slide 8)
for more information.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 7 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 1: Quick Price/Quote Screen
• Perform Service Availability check when
possible checkbox expands when selected to
provide text boxes and a dropdown for city,
state, and zip code to perform a SAM check
based on the service level and products
identified when an Install Site cannot be
identified once the user selects ‘Request Price’.
• Click on ‘Import Multiple Quotes’ to toggle to
‘Multiple Quote Upload’ screen. For more
information on Multiple Quote Upload, please
see “Quote Manager”.
• Automate Error Resolution automatically
corrects Service Availability, Target Contract,
mismatched Serial Numbers, and Begin and
End date errors by applying the system
generated preferred value.
• Auto Fix Inactive or On Hold Site ID will search
for Inactive or On Hold Sites to replace with a
valid Install Site. If CSCC can’t find a valid
replacement site, a new Site ID will be created
using the address provided.
• Select ‘Request Price’ to obtain a quick price
and to generate Quick price number or
‘Proceed To Quote’ to obtain a quote.
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
Select any of the various help text icons on the Quick Price/Quote, Pricing,
and Quoting screens to learn more information about that particular field.
E
E
F
H
G
F
NOTE: The checkbox will default
to unchecked
D
D
H
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 8 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 2: Pricing Screen
• Verify prices in header and product table and click ‘Download’ to save quick price. If needed, major and minor lines can be edited or deleted from the ‘Lines’ dropdown menu. Prices may also be compared for multiple service levels by selecting ‘Compare Prices’ from the ‘Pricing’ dropdown menu.
• Verify header level information.
• Click ‘Proceed to Quote’ to move to the Quoting screen and a ‘Confirm Quote Option’ popup will appear where Enterprise SKU Invoicing can be selected.
• Check ‘Enterprise SKU Invoicing’ box (optional) and click ‘Next’.
Confirm Quote Options popup will
only appear if the Distributor on
the quote is Enterprise SKU
enabled.
If you check “Enterprise SKU
Invoicing,” you cannot uncheck it in
the subsequent pages. If you
decide not to use enterprise SKU
invoicing, you will need to copy the
quote and start over.
A
B
C
D
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
A
D
B
C NOTE: Left and right scroll buttons have been added to the product
table to allow you to move to the extreme beginning or end at the line
level within the product table with one click in either direction.
E
12345
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 9 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 2: Pricing Screen
• A Quick Price Number will be generated on the Step 2: Pricing screen. The users can save the ‘Quick Price’ Number and reference it at a later date.
• Users can query the Quick Price using the ‘Quick Price Number’ and convert the Quick Price into Quick or Standard Quotes.
• Quick Price can also be saved for 2-Tier quotes over 500 and 500 lines
• You can also see a Service SKU Summary table on the Step 2: Pricing screen
A
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
A
Note: Search for a
quick price using
‘Quick Price Number’
can be done from:
• Basic Search page
• Advanced Search
• Quote Manager.
B
B
12345
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 10 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 3: Quoting Screen
• Verify header level information,
and name Quote.
• Display Partner Discount
checkbox will set the visibility of
partner discounts by selecting
the checkbox. The checkbox will
be automatically checked if you
selected ‘Yes ’ in Preferences.
• Quote Reference Number is
available and will be populated
only when created in the Multiple
Quote Upload functionality.
Otherwise the value will be blank.
• Reseller Contact name, email,
and phone can be edited via the
selector icon. When clicked, a
‘Reseller Contacts’ window will
open where user will see all
contacts for that reseller and can
add, edit, or sort contacts (see
slide 11).
A
B
C
D
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
D
C
B A
Taxability: ‘Resale’ will need to be selected from the Taxability dropdown if not selected
on the Quick Price/Quote screen. Tax Status will default to Exempt when ‘Resale’ is
selected in the Taxability dropdown. (This field is ONLY available for US and Canada, all
others will see this field but it will be disabled).
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 11 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 3: Quoting Screen cont’d
• ‘View Sample Invoice’ Link will appear for quotes that are orderable. Link will not appear for invalid quotes.
• Quote can be viewed in the Standard Quoting flow by clicking ‘View Quote in Standard Quoting’ hyperlink (optional).
• Add Note(s) (optional).
• View color coded Errors, Warnings, and Informational messages if any appear on the quote.
E
F
G
H
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
H
G
F E
Sample Invoices are available from the
hyperlink for the following statuses:
• Valid
• Invalid Orderable
• Order In-Progress
• Order Failed Submission
• Order Revalidated
• Order Submitted
• Conversion In-Progress
• Order Complete
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 12 © 2014 Cisco and/or its affiliates. All rights reserved.
• Reseller contact information is no longer editable on the UI. You will need to select the picker icon to edit all Reseller contact information. You will also see a ‘Clear’ button next to the reseller picker button to remove existing Reseller Contact Information.
• Once clicked, a Reseller Contacts box will open.
• In this box, you can add a new Reseller Contact, edit existing Reseller’s name, email, or phone, or select another Reseller for
your Quote.
A
B
C
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
A
B
C
Reseller Contact Information Popup Window
Note: The Reseller
Bill To ID will be
auto-pulled onto the
quote when creating
or renewing using
‘Import from
contract’ method.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 13 © 2014 Cisco and/or its affiliates. All rights reserved.
• Add, Edit or Delete line(s) by using
‘Lines’ dropdown menu (see next
slides for more details).
• Identify line errors (if any) by rolling
mouse over the error icon and
correct the errors by navigating to
the ‘Error Details’ tab.
NOTE: Must click save after
adding/editing quote and correcting
errors for validations to be re-run
• Click ‘Proceed to Order’ to move to
the Finalize Order screen. (Disti
with ordering access only, Distis
without ordering access will need
to use ‘Notify’ option in the Access
dropdown menu.
I
J
K
STEP 3: Quoting Screen (cont’d)
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
When creating a quote, for it to become
orderable and pass limited validations,
quote must contain the following:
• Serial Number
• Service Level
• Install-At Site ID
• Reseller BID
• Begin & End Dates
K
J
I
NOTE: Left and right scroll buttons have been added to the product
table to allow you to move to the extreme beginning or end at the line
level within the product table with one click in either direction.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 14 © 2014 Cisco and/or its affiliates. All rights reserved.
The Add Lines flow from the Pricing and Quoting Screens has been consolidated for all 3 add products
options: Enter Products, Import, and Upload.
• To add lines to be priced, select ‘Add/Upload Lines’ from the “Lines” dropdown menu.
• Enter product information by Product #, Serial #/PAK, or Service SKU and click ‘OK’. The radio buttons
will automatically be selected when using the ‘Enter Products Information By,’ ‘Import From,’ and ‘Upload
List’ functionalities.
• Select service levels for Hardware, Software, and Software Subscription, select Begin & End date, and
click ‘OK’.
A
B
C
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
STEP 3.1: Adding Lines by Entering Product Information
C B
A
Target Contract can be entered
by:
1. Custom text ‘MICKEY’,
‘DONALD’ etc. when
adding/editing a target contract
on the quote.
2. You can select from contract
numbers or names already
present on the quote from the
‘Existing Entries Quick Select’
dropdown.
3. Selecting from contracts that
you have access to by using the
picker.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 15 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 3.2: Adding Lines by Importing From Contract/Quote/PO/SO
• To add lines to be priced, select ‘Add/Upload Lines’ from the ‘Lines’ dropdown menu.
• Select import type from dropdown menu.
• Enter appropriate number in text box and click ‘Next’.
• Select Filters and click ‘OK’.
A
B
C
D
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
B
C D
D
A
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 16 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 3.3: Adding Lines by Uploading a Product List
• To add lines to be priced, select ‘Add/Upload Lines’ from the ‘Lines’ dropdown menu.
• Locate file from desktop to be uploaded by clicking ‘Browse’, select it and click ‘Submit’ on.
• Service Availability Matrix (SAM) hyperlink is provided to determine if service is available within a specific location globally.
A
B
C
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
C
B
A
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 17 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 3.4: Editing Lines (Single Line)
• To edit Major or Minor lines to be priced, check the box
for the line(s) to be edited and then select ‘Edit Lines’
from the ‘Lines’ dropdown menu or in the edit column of
the product table, click on the pencil icon for the
line that needs editing.
• Target Contract can be entered in custom text
‘MICKEY’, ‘DONALD’ etc. when adding/editing a target
contract on the quote. You can select from contract
numbers or names already present on the quote from
the ‘Existing Entries Quick Select’ dropdown. You can
also add a target contract by selecting from contracts
that you have access to by using the picker.
• The install site can be edited or added by entering the
site ID in free form. Click ‘OK’ when all changes/edits
are complete.
• On the ‘Edit Single Line’ popup, once the information
has been edited, click ‘OK’.
Key Validation Note:
Begin & End Dates can be set to whatever you
choose, however, the date duration must be at
least 1 year and when pricing or quoting by
Service SKU, the service duration must match the
price list duration, if not, an error message will
appear.
A
D
C
B
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
Duration can be
set to 3 years by
editing the dates in
both Pricing &
Quoting screens
when using the
‘Edit Lines’
functionality.
D
C
B
A
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 18 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 3.6: Deleting Line(s)
• To delete Major line(s), check the box for the line(s) to be deleted and then select ‘Delete Lines’ from the ‘Lines’ dropdown
menu.
• Minor Lines with errors can be deleted by checking the appropriate box(es) and selecting ‘Delete Lines’ from the ‘Lines’
dropdown menu.
NOTE: Errored minor lines can ONLY be deleted if they have the following 3 error messages:
• SCDAT1001/SCDAT1009: This product or product’s major line has reached last date of support.
• SCSPM9001: The service level chosen is not valid for this product.
• PROD_NUM_INVALID: The product number you have entered is invalid.
• Confirm line(s) to be deleted and select ‘Delete’ on the ‘Delete Lines Alert’ popup.
A
B
C
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
C
B
A
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 19 © 2014 Cisco and/or its affiliates. All rights reserved.
STEP 3.7: Auto Deleted Line(s) Items will be identified and auto-deleted from the quote if they are:
• Non-Serviceable
• LDOS (Last Day of Support) has passed
• Non-standalone minor only lines
• Serial Number is not the latest installed
• Duplicated in a quote which has line(s) that is on another quote
• Auto Deleted non-serviceable items can be viewed on the product table in the ‘Auto Deleted Items’ tab.
• You have the option to download an ‘Auto Deleted Items Report’ by clicking ‘Download Auto Deleted Items’ hyperlink
• When downloading, select ‘Online’ or ‘Offline’. Report will be sent via email when selecting ‘Offline’ or can be viewed/saved to desktop immediately when selecting ‘Online’.
A
B
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
A
B
C
C
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 20 © 2014 Cisco and/or its affiliates. All rights reserved.
• Verify the Header
Level Information
and Quote
Number
Messages
• Enter a Purchase
Order Number in
the text box
provided
• Click ‘Order
Now’.
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
Step 4: Finalize Order screen
A
C
B
A
C B
Sample Invoices are available from the
hyperlink for the following statuses:
• Valid
• Invalid Orderable
• Order In-Progress
• Order Failed Submission
• Order Revalidated
• Order Submitted
• Conversion In-Progress
• Order Complete
‘View Sample Invoice’ Link will appear for
quotes that are orderable. Link will not
appear for invalid quotes.
.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 21 © 2014 Cisco and/or its affiliates. All rights reserved.
Key Quoting Validation: In 3 situations, if the maximum threshold of 45 major lines and/or 5 install sites has been
exceeded when quoting, a popup message will appear asking you to switch to Standard
Quoting.
1. User clicks ‘Proceed To Quote’ from the Quick Price/Quote screen.
2. User clicks ‘Proceed To Quote’ from the Pricing screen.
3. User adds or edits a line in Quoting screen.
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 22 © 2014 Cisco and/or its affiliates. All rights reserved.
Key Pricing Validation: • If lines exceed 500 (major+minor) when pricing, a popup will appear stating that the quote is too
large for Quick Price/Quote and processing will be done offline.
• You will enter an email address and an email will then be sent containing an offline report of the
products being priced.
Quick Price/Quote (Step 1)
Pricing (Step 2) Quoting (Step 3) Finalize Order
(Step 4)
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 23 © 2014 Cisco and/or its affiliates. All rights reserved.
Multi-National Quoting (MNQ) and Multi Year Discount
• Multinational Quoting and Multi Year Discount Validation Checks are now applied if the Disti Bill
to ID and Install Site ID belong to different countries and fall on different price lists. No support
case will be necessary to apply the discount.
• This validation checks to ensure Distributors select Resellers only within their approved selling
territory and Resellers only select Distributors who are authorized to sell into their country. In
order for Distributors to get their approved MNQ discounts, the End Customer’s Install Site on
the quote needs to be within the Disti’s selling territory. As long as Reseller and Distributor are
authorized to do business with each other then the transaction will process without errors.
• Multi-National Quoting Discounts will NOT be applied on:
• Partner Core Bridge Quotes (PC-B)
• Advanced Service Fixed/Certification/Specialization Verification Quotes (AS-F/CPS)
• Basic Maintenance Service Quotes (BMS) - China only
• Federal Quotes with Cisco Brand Resale – Federal Discounts will take precedence and be
applied through the as-is process– US only
• Legacy Collaborative Services
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Public 24 © 2014 Cisco and/or its affiliates. All rights reserved.
Multi-National Quoting (MNQ)
Discounts can be seen on the Quoting screen in Quick Quoting by:
• Expanding the summary line to show the Major line
• In the “Disti Discount” column, click the percentage hyperlink
• The Discount Details popup window appears showing the MNQ discount
C
B
A
A
B
C
Thank you.
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