Lenovo Standard Operating Procedures

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​Contents

1. ​Clean quote requests
2. ​Deal registrations
3. ​Clean orders

 

1. Clean quote requests. 

• Reseller legal company name. 
• Reseller contact person. 
• Contact person email address. 
• End user legal company name.
• As much information resellers can provide on the bill of material/requirements. 

*SLAs for quotes are two hours.
*SLAs for southern Africa (Swaziland, Lesotho, Zimbabwe etc) are up to 48 hours. 

 

2. Lenovo Business Portal Process:  

             Requirements  

• Lenovo registered partner name (If not registered Sales needs to send the customer the onboarding process link to register to become a partner)

        https://www.lenovopartnerhub.com/web/lenovo-global-site/getting-started 

• End user legal company name. 
• Verified configuration file. 

 

Step 1 

• Once we receive a request, we send to Presales to build a configuration.  
• When received back from Presales (OPS) load the config to bid on the portal. 
• Ops also get to request pricing from order Distis and place orders. 

Step 2 -Approval

• We wait for First Approval once approved we send for 2nd approval (Lenovo Review) 
• Once approved OPS download the bid from the portal and manually calculates (Warehouse fee + ROE and Margin) 
• Once calculated we amend the BOM so we can import on CRM. 

• Special Bid Form  
• Ops receive SBF from Lenovo Direct to quote Partners. 
• It’s received in PDF format Ops needs to convert to Excell and manually calculate (Warehouse fee + ROE and Margin) 
• Once calculated ops must copy and paste on the LBP template received for normal Bids so we can import to CRM.          

 

3. CRM Process 
   Required information 

• Reseller legal company name (If not on CRM we do not quote until the partner is onboarded). 
• Reseller contact person. 
• Contact person email address. 
• End user legal company name. 
• As much information resellers can provide on the bill of material/requirements 

            Step1 

• Once above information has been verified, we load the details on CRM. 
• We upload the imported BOM on CRM and check if details (ROE+Margin+WHS Fee) aligns with the manually calculated BOM and Calculate the total.  

(if the Sku’s are not on crm ops must send create.code@firstdistribution.com to create Sku’s) 

• Once done we download the quote using the excel file to send to AM’s or Partner 

 

4. Deal registrations: 

• Reseller legal company name registered Lenovo Partner. 
• Contact name and surname. 
• Contact email address. 
• End user legal company name 
• Deal opportunity name. 
• Deal size. (in revenue) 
• Deal justification / description. 
• Lenovo Questionnaire  
• Submitter’s email address. 
• Sales representative’s email address. 

*NB! Deal size needs to be above $ 105,000.00 to qualify for a deal registration.
*SLAs for deal reg approval are between 1-2 working days. 

 5. Clean orders. 

1. Order Pack required. 

• FD Quote 
• Contract (Ops to download once customer sends PO) 
• Reseller’s PO or letter of intent. 
• Enduser details for License (Sales to provide as per below to avoid delays) 

End user name
Enduser Address
Enduser Telephone
Enduser Email Address 

• Malcolm Stewarts Ketan Jeevan’s approval. 
• Order release email  

 

 6. New order the following is required for Procurement to Process, 

• FD Quote 
• Contract (Ops to download once customer sends PO) 
• Ops send create.code@firstdistribution.com to create Sku’s as per Lenovo Contract. 
• Resellers PO or letter of intent. 

 

• Enduser details for License (Sales to provide as per below to avoid delays) 

End user name
Enduser Address
Enduser Telephone
Enduser Email Address 

• Malcolm Stewarts Ketan Jeevan’s approval. 
• Order release email  
• Picking slip. (Accpac SO in PDF.) 

NB orders to be placed Back2Back using 95 part number unless advised by Ketan or Tumelo to place at Channel. 

 

7. What is needed before sending the request to logistics: 

• Once the order has been placed by procurement and stock has been received and grv’d into TEC, check stock levels and stock location before sending the request to logistics on ACCPAC  
• Before sending request ensure PS is in order, check ship to address and customer instructions. 
• When sending a mail to logistics please ensure PS with the subject line collection or delivery  
• If collection please ensure driver details, vehicle make and model, driver ID 

Please note: If you are requesting freight for a customer outside of South Africa logistics requires the following information: 

•  Sales to Provide EU Address and contact. 
• OPS / Sales to request Weights and Dimms from Logistics 

If a customer is collecting or courier for a customer in Africa, please ensure they provide the following: 

• Customer waybill 
• Vehicle and driver details 

*Ensure all orders are sent to JHB stores/TG-FD Team by 15:00, 15:00 is cut-off orders work first in, first out
*SLA to obtain the master contract is between 1-2 working days.
*SLA’s for operations to place orders on procurement is 2 hours.
*ETA on stock orders are between 1-2 weeks.
*ETA’s for stock to arrive is 4-6 weeks. 
* Invoicing will only happen after the stock has arrived.