- Print out the attachments and the email.
- Check that all is in order.
- Go to: T:\FD ORDER DESK\IBM SWV\IBM SWV Order Book
- Add the new Purchase details into the order book, you will now have your PO#
- Go to the Shared Folder T:\FD ORDER DESK\IBM SWV\SWV ORDERS
- Open up the template.
- Add in your PO#
- Change the Date to today’s date.
- Add in the End User details: End User SAP Site#, End User Name as per the IBM quote.
- Add in the Reseller details found on the IBM Quote.
- Cost Pricing: On the FD Excel quote check the margin that was given to customer, by clicking on Dealer Unit Price. E.g. 0.825% = 17.5 plus 5% = 23% – Basically always add the 5% onto what the Dealer received but work the costing off the End User’s unit price.
- Unit Cost on PO is FD Quote EU Unit Price less total discount (e.g.23%)
- Change the Product Portfolio to the one you are placing the order for e.g. Cognos (as per the IBM Quote).
- Add in the Part#, Description and Qty
- Save the order to T:\FD ORDER DESK\IBM SWV\SWV ORDERS with the correct details and the order number e.g. SVP SPP order letter 2013 Synergy and Lake International – SWV102726
Email it to: SPPEMEA@ie.ibm.com
Send them: Your PO, Covering Letter if you have one
Subject Heading: New License order for BP – Synergy – End User: Metropolitan
They will respond with a mail stating: Contact who is assigned to work on your order.
Send Sales Team confirmation that the order has been placed.
- POE and Order Confirmation goes to the mail in DB
- Order Confirmation to the mail in Database, once you receive all add Stores DB and let them know to grv and inv.
- There is NO Rebate ever
Once we have the Order confirmation and POE we add it to Stores DB and let Rezana know she can grv and invoice.