1. Dell - CRM Quote Creation

Step 1: Create new Opportunity

Step 2: Check if partner is onboarded and has a contact loaded.

Add partner then contact person and Complete the description box with a short description of the opportunity. Territory stays on Default. Once save has been clicked an opportunity has been created. Ensure the territory updated correctly (should not say worldwide)

Step 3: Export the Cart onto the CRM DELLEMC Template. Ensure no value items has 0 in the unit cost column

Step 4: Click on new quote.

Step 5:

Brand: as DC Dell Technologies NW
Description: what you are quoting
End User: Search and choose correct end user (if not available use TBC (To Be Confirmed) )
Vendor Quote Number: Put in Dell Cart number
ROE: Always 1
End User Country: Select correct country
Vendor Quote End Date: See the Cart expiry date and add same date
Type: If not a known tender choose Project
Deal Reg Reference: Always put in, if non applicable put N
Excluding Vat: Only tick the box when partner is not in SA
Click save

Step 6:

Click on Documents
Add file, import the converted cart to template file

Change the type to Dell EMC Quote Config Upload and
Status to Pending
Click save

Go back to quote by clicking on quote number

Step 7:

Click on import quote config

Add Margin, click save

Ensure all codes are imported

If codes are not imported, click on New line Item

Search in search box with % in front of code.

If code is on CRM and value is applicable put value in USD Custom list price put in quantity and margin tick the exclude system margin box and click save.