SuperMicro – quote checklist
CRM:
Select Brand – Super Micro
Selected Type – Project
Location – STK
Description – BP_EU_SKU
Details – First line item of the quote
Select EU
Select Country of BP
Vendor quote number – SM quote number
ROE: For SA its spot + 30c and International 1 USD Dollar
Expiry date – check quote and use 2 days before
Delete Deal Reg expiry date and time
Import price sheet under documents – Drag onto CRM
Click the quote number on top
Click import price config
Add margin %
Calculate quote totals
If the system does not pick up the SKU,
Calculation on CRM to check myself:
Original list price x ROE = Quoted Price / margin % (lets use 25% – 100-25=75% 0.75) = Extended Amount
If all amounts check out I can:
- Accept
- Identify
Print PDF
Save on drive: BP_EU_Quote No_SKU description_Date
Price Import
Copy and paste the breakdown that we get on email
Insert the quantities
Check the length of the part number- if longer than 15-18 characters, use the product ID on the first column of the breakdown.
The first line of the Unit price must have an amount (quote total) and the rest of the lines under Unit price must show 0s
Always check how many machines are on the quote by checking the warranty. If it is more than 1, the quantity amount must be divided from the SM quote total and that amount be put on the Unit price first line
If the quote is for SA add an additional warranty @ $225
Save using the SM quote number under the correct folder
Additional:
Karen would give margin and ROE, if not send Teams to find out
If she says PDF: Go onto the Super Micro website
Karen gives EU, if not Check with the AM or confirm with the BP
End of life (EOL)
AOC
specification requirements of the server
vendor rec req new server