DELL CRM, Quote Process

Step 1: Create a new Opportunity

Step 2: Check if the 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 e.g., EU Name_Dell R940.
Territory stays on Default. Once save has been clicked an opportunity has been created. Ensure the territory updated correctly (should not say worldwide)

Dell’s quote comes in 3 formats Excel Email

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
Description: what you are quoting
End User: Search and choose the correct end user (if not available use TBC (To Be Confirmed) Once the EU has been found ensure the EU name is underlined in order for CRM to select it.
Vendor Quote Number: Put in Dell Cart number
ROE: Always 1
End User Country: Select the correct country
Add Vendor Quote Expiry Date as per quote received from Dell
Type: If not a known tender choose Project
Chose JHB as the Location
Deal Reg Reference: Always put in if non applicable put N
Excluding VAT: Only tick the box when the partner is not in SA
Click next

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 the quote by clicking on the 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 the new line Item

Search in the search box with % in front of the code.

If the 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.