User Guide - Ingram Micro · 2019. 4. 10. · User Guide Ingram Micro Partner Go for Cisco General...

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User Guide Ingram Micro Partner Go for Cisco Contents Menu Navigation........................................................................................................................................... 2 Dashboard ..................................................................................................................................................... 2 General Search and Sort ............................................................................................................................... 3 Submitted Order that is Pending Cisco SO #................................................................................................. 3 Order Details ................................................................................................................................................. 4 Estimates: Converting Deal ID or DART in CCW ............................................................................................ 5 Estimates: Sync to CCW ................................................................................................................................ 6 Estimates: Search and List Page .................................................................................................................... 6 Quotes: Find DART ........................................................................................................................................ 7 Quotes: Select Products ................................................................................................................................ 7 Quotes: DART/Estimate Comparison ............................................................................................................ 8 Quotes: Edit Quantities ................................................................................................................................. 9 Quotes: Quote Complete ............................................................................................................................ 10 Ordering: Quote Search .............................................................................................................................. 11 Ordering: Quote Details .............................................................................................................................. 11 Ordering: Step 1 – Quantities ..................................................................................................................... 12 Ordering: Step 2 – Company Information................................................................................................... 13 Ordering: Step 3 – Payment/Shipping Info ................................................................................................. 14 Ordering: Step 4 – Cisco and Smart Licensing Info ..................................................................................... 15 Ordering: Step 5 – Order Validation and Submit ........................................................................................ 16 Ordering: Order Confirmation .................................................................................................................... 17

Transcript of User Guide - Ingram Micro · 2019. 4. 10. · User Guide Ingram Micro Partner Go for Cisco General...

Page 1: User Guide - Ingram Micro · 2019. 4. 10. · User Guide Ingram Micro Partner Go for Cisco General Search and Sort > Submitted Order that is Pending

User Guide Ingram Micro Partner Go for Cisco

Contents

Menu Navigation........................................................................................................................................... 2

Dashboard ..................................................................................................................................................... 2

General Search and Sort ............................................................................................................................... 3

Submitted Order that is Pending Cisco SO # ................................................................................................. 3

Order Details ................................................................................................................................................. 4

Estimates: Converting Deal ID or DART in CCW ............................................................................................ 5

Estimates: Sync to CCW ................................................................................................................................ 6

Estimates: Search and List Page .................................................................................................................... 6

Quotes: Find DART ........................................................................................................................................ 7

Quotes: Select Products ................................................................................................................................ 7

Quotes: DART/Estimate Comparison ............................................................................................................ 8

Quotes: Edit Quantities ................................................................................................................................. 9

Quotes: Quote Complete ............................................................................................................................ 10

Ordering: Quote Search .............................................................................................................................. 11

Ordering: Quote Details .............................................................................................................................. 11

Ordering: Step 1 – Quantities ..................................................................................................................... 12

Ordering: Step 2 – Company Information ................................................................................................... 13

Ordering: Step 3 – Payment/Shipping Info ................................................................................................. 14

Ordering: Step 4 – Cisco and Smart Licensing Info ..................................................................................... 15

Ordering: Step 5 – Order Validation and Submit ........................................................................................ 16

Ordering: Order Confirmation .................................................................................................................... 17

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User Guide Ingram Micro Partner Go for Cisco

Menu Navigation << Back to Contents >>

Dashboard << Back to Contents >>

Upon signing in, the option to access Partner Go - Cisco appears on the menu line. Use the submenu to access the Dashboard, Orders, Estimates, Quotes, or Partner Resources

The DASHBOARD will display your 5 most recent Orders, Estimates, and Quotes. Click a hyperlink to access the details

Click VIEW ALL to access the Search/List page for each area

Site resource links

Quotes created using Partner Go can be accessed

Cisco Estimates will appear after Syncing with CCW

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User Guide Ingram Micro Partner Go for Cisco

General Search and Sort << Back to Contents >>

Submitted Order that is Pending Cisco SO # << Back to Contents >>

The first column for all lists can be clicked to view the details

Search using full or partial information (e.g., 3456). Some searches (e.g., Estimate ID) require all characters

Columns containing the sort arrows can be used for sorting results

Use the dropdown to select the Search criteria

Perform date-based searches by range or custom dates

Filter the search results

Go to a specific page, or change page numbers to navigate

Change the display to show 10, 25, 50, or 100 lines

The current set and number of results

After you submit your order, it will show Pending Cisco SO while Cisco completes their processing

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User Guide Ingram Micro Partner Go for Cisco

Order Details << Back to Contents >>

Click tabs to view all PAK, S/Ns, TRACKING, and CONTRACTS & SUBSCRIPTIONS info for the order.

EMAIL the order in Excel format

DOWNLOAD the order in Excel format

PRINT the current view

Carrier and clickable Tracking Numbers

Contract and Subscription info displayed at the line level

Expand/Collapse individual Config Sets

Expand to view Serial Numbers at the line level

Expand | Collapse All Config Sets

Notifications are sent when the Header Status changes to Booked or Order in Progress AND when the Line Level Status changes to Scheduled, Shipped or when the Estimated Delivery Date changes.

Subscribe to NOTIFICATIONS for order status updates

Navigate using the breadcrumbs, main menu, or the browser back button

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User Guide Ingram Micro Partner Go for Cisco

Estimates: Converting Deal ID or DART in CCW << Back to Contents >>

The Estimate is created and available in the portal

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User Guide Ingram Micro Partner Go for Cisco

Estimates: Sync to CCW << Back to Contents >>

Estimates: Search and List Page << Back to Contents >>

Click SYNC TO CCW with access Cisco Estimates Cisco Log In Opens...

Upon signing in, Cisco generates an encrypted token that enables you to access the CCO ID's Estimates for 30 days without needing to sign in each time you visit Partner Go - Cisco.

Click to access Estimates using an alternate user s sign-in credentials

Refresh the list after making changes in CCW

Create/Modify Estimates via convenient link to CCW

Search using Estimate ID (enter complete ID) or Estimate Name (enter full or partial)

OR search using a date range

Click the Estimate ID to view details and begin creating a Quote

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User Guide Ingram Micro Partner Go for Cisco

Quotes: Find DART << Back to Contents >>

Quotes: Select Products << Back to Contents >>

Enter the DART ID and click LOAD to begin to create your Quote

Estimate Details

Progress indicated during Quoting process

Create/Modify Estimates via convenient link to CCW

Click Add All or the individual ADD buttons to include lines/config sets in the Quote

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User Guide Ingram Micro Partner Go for Cisco

Quotes: DART/Estimate Comparison << Back to Contents >>

After adding lines/config sets, an alert will appear if there is a Quantity, Pricing, or Product mismatch

Selected lines/config sets that are included in the DART and pass validation will be highlighted green

Click Remove to remove the config set from the Quote

Reminder that only lines selected or are error-free will be included in the Quote

Discrepant lines will not move onto the quote if you select CONTINUE. To include any mismatched items in your quote, you will need to resolve these discrepancies by changing either the DART or the Estimate in CCW.

After resolving any discrepancies on desired lines, go back to your Estimate and ensure that the lines you want on the quote are selected. Click on the CONTINUE button to adjust any quantities

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User Guide Ingram Micro Partner Go for Cisco

Quotes: Edit Quantities << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Quotes: Quote Complete << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Ordering: Quote Search << Back to Contents >>

Ordering: Quote Details << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Ordering: Step 1 – Quantities << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Ordering: Step 2 – Company Information << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Ordering: Step 3 – Payment/Shipping Info << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Ordering: Step 4 – Cisco and Smart Licensing Info << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Ordering: Step 5 – Order Validation and Submit << Back to Contents >>

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User Guide Ingram Micro Partner Go for Cisco

Ordering: Order Confirmation << Back to Contents >>