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: Click on new quote.
Step 4:
- Brand: as DC Riverbed
- Description: what you are quoting
- End User: Search and choose correct end user (if not available use TBC (To Be Confirmed)
- End User Country: Select correct Country
- ROE: Spot Rate from USD-ZAR Forex
- Type: Runrate, Project or Tender
- Excluding Vat: Only tick the box when partner is not in SA
- Vendor Quote number, End and Expiry Date can be referenced from the Riverbed Vendor Configuration Sheet
Click Next
Step 5:
- Once you have clicked on Next, the below page will appear
- Create your line item/s, select New Line item
- Search for the SKU required. Riverbed’s prefix is 36 so always start your SKU with the prefix. You may use the % key in front of the prefix to broaden your search options.
- Utilize the USD Customer List Price field and input the item list price as on the Vendor Quote
- Select desired Quantity
- Riverbed work on a Discount off system so refer to the Riverbed Vendor Quote for our partner discount and subtract 7% for Partner
- Exclude System Discount
- Click save to proceed with quote calculation or save & new if multiple line items are required, repeat Step 5 for multiple line items on quote
Step 6:
- Once quote is correctly populated, select Calculate Quote Totals to calculate your margin and Total amount, as well as the GP and Margin %
- Double check that the above has totalled correctly.
- Click Accept if in good order
- Add tracking note and click save
- Once completed, it will take you back to the Quote page and the quote will go into the New Quote stage.
- You may need to manually update quote values
- Put into the Identified stage and add a tracking note
- Once completed, it will take you back to the Quote page and the quote will go into the Identified stage.
- In order to generate the quote to client and/or to sales, click on the print quote button
- Click on the Paperclip or on the file itself to view the attachment
- Save to your appropriate folder and send to sales/client.