User Guide - Ingram Micro · 2019. 4. 10. · User Guide Ingram Micro Partner Go for Cisco General...
Transcript of User Guide - Ingram Micro · 2019. 4. 10. · User Guide Ingram Micro Partner Go for Cisco General...
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
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
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
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
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
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
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
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
User Guide Ingram Micro Partner Go for Cisco
Quotes: Edit Quantities << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Quotes: Quote Complete << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Ordering: Quote Search << Back to Contents >>
Ordering: Quote Details << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Ordering: Step 1 – Quantities << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Ordering: Step 2 – Company Information << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Ordering: Step 3 – Payment/Shipping Info << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Ordering: Step 4 – Cisco and Smart Licensing Info << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Ordering: Step 5 – Order Validation and Submit << Back to Contents >>
User Guide Ingram Micro Partner Go for Cisco
Ordering: Order Confirmation << Back to Contents >>