flex config bid requests in lenovo bid portal partner...
Post on 23-Feb-2018
219 Views
Preview:
TRANSCRIPT
Flex Config Bid Requests in Lenovo Bid Portal Partner Training Guide
2015 LENOVO Confidential. All rights reserved.
October 2015
2
Content
T2 BP Login
How to Create Your Configuration
CTO Shopping Cart
Bid Request Generation
Bid Approval
Distributor Selection
Contract Generation
2015 LENOVO Confidential. All rights reserved.
3
T2 BP Login
Login by: T2 BP
Sign into https://lbp.force.com/LenovoSiteLogin
Click LOGIN
2015 LENOVO Confidential. All rights reserved.
4
Content
T2 BP Login
How to Create Your Configuration
CTO Shopping Cart
Bid Request Generation
Bid Approval
Distributor Selection
Contract Generation
2015 LENOVO Confidential. All rights reserved.
5
How to Create Your Configuration
Click CTO Link – Go To CTO
2015 LENOVO Confidential. All rights reserved.
Note: Recommended Browsers for CTO tool: Google Chrome (all versions), Firefox (all versions) and Internet Explorer (version 7 and above)
6 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
How to Create Your Configuration
Once in the CTO Home Page, click the required brand
7 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
How to Create Your Configuration Continue to click the product description hyperlinks or click Details to select the
product series. Click Configure to proceed to configure a particular model
8 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
How to Create Your Configuration Select a value for each component marked with a red asterisk *
Once the Config Status shows as ‘valid’, click Submit Config
9 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
How to Create Your Configuration Once the configuration is submitted successfully a Ref ID will be generated. Click OK
10
• Click Add to Cart to create a CTO Cart Item in the Lenovo Bid Portal
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
How to Create Your Configuration
11
• Once the configured CTO item is added to the cart, click Return to Bid to navigate back to the Bid Portal or click Back to start another configuration and Ref ID
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
How to Create Your Configuration
12 2015 LENOVO Confidential. All rights reserved.
Agenda
T2 BP Login
How to Create Your Configuration
CTO Shopping Cart
Bid Request Generation
Bid Approval
Distributor Selection
Contract Generation
13
CTO Shopping Cart In the CTO Cart Item add Requested Unit Price and Requested Quantity and follow actions 1 to 4 as required
Suggest Extras: see the top 5 recommended options
Add Other options: Add additional options from the product search
Add CTO: Go to CTO tool to configure more CTO products and add back to the CTO cart
Refresh CTO Cart: Refresh ref id status(valid/invalid) and Estimated Reseller Unit Price
1
1
2
2 3 4
3
4
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
14
CTO Shopping Cart – Add Top 5 Recommendation After clicking Suggest Extras, choose a part number from the recommended Option/Service/Visual list
Select recommended items, then click Add Suggestions to cart
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
15 2015 LENOVO Confidential. All rights reserved.
Agenda
T2 BP Login
How to Create Your Configuration
CTO Shopping Cart
Bid Request Generation
Bid Approval
Distributor Selection
Contract Generation
16
Bid Request Generation Click Create Bid Request – to begin CTO Bid request
Ref ID status will be checked, if invalid, an error message will be displayed
Note: CTO Bid Items are eligible for ordering only, and are not eligible to follow the backend claims process
2015 LENOVO Confidential. All rights reserved.
17
Bid Request Generation Next, the system will show the Lenovo Special Bid Addendum
Partners must select Accept to continue with the CTO Bid Request
Click this button to create
CTO bid request
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
18 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Bid Request Generation
Enter End Customer Name (if known) and click Search Account
Click Create Bid for the appropriate End Customer Name
Or click Create Account if you need to create a new End Customer account
– Enter the required details and click Save
– Click Create Bid against the new End Customer Name
19 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Bid Request Generation In the CTO Bid Request Detail page, header and item information can be checked
If Bid Request Type = CTO, it is a CTO bid request or if Bid Request Type = PC, it is a PC bid request
Check Ref ID details by clicking the Reference ID link to go to the CTO configuration page in the CTO Tool
1
2
2
1
20 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Edit Bid Request – New Item
New CTO items can be added after the bid request is created
Click New Item to go to the CTO cart item page
21 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Edit Bid Request – New Item
In the shopping cart, click Add to Existing Bid Request - only CTO bid requests will be
listed
22 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Edit Bid Request – Edit Item
Click Edit on the relevant bid request item
23
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Edit Bid Request – Edit Item For CTO items, Requested Unit Price & Quantity values can be changed
Any tied Service will be changed accordingly
24 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Edit Bid Request – Edit Item
For Option, Visual, and Software items, Quantity values can be changed
For Service items, no values can be changed
25 2015 Lenovo Internal. All rights reserved.
Edit Bid Request – Delete CTO Item Click Del to delete a CTO item & the tied services will be deleted at the same time
26 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Edit Bid Request – Delete Other Item
Click Del next to an Option, Visual, Services, or Software item to delete that item
without impacting the CTO item
27 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Submit Bid Request Click Submit for Approval to start price calculation, followed by auto or manual approval (manual
approval will be where authorisation by Lenovo is required)
28 2015 LENOVO Confidential. All rights reserved.
Agenda
T2 BP Login
How to Create Your Configuration
CTO Shopping Cart
Bid Request Generation
Bid Approval
Distributor Selection
Contract Generation
29 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Bid Price Calculation After creating the bid request, click Submit for Approval to get the estimated reseller price
The estimated reseller price is then calculated by the tool and is based on the requested price
versus the pricing parameters
30 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
CTO Bid Request Approval Process An email will be sent with approved bid request details. Note: bid request prices are for
guidance purposes only. Distributors set their own prices and terms and conditions
Click Accept Quotation or edit the bid request to re-submit the request
31 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Additional Information in Bid Request
1 New Email Quote to Disti button included in bid request after pricing approval
2 Partners can use this feature to email the quote to their selected distributors
1
2
1 2
32 2015 LENOVO Confidential. All rights reserved.
Agenda
T2 BP Login
How to Create Your Configuration
CTO Shopping Cart
Bid Request Generation
Bid Approval
Distributor Selection
Contract Generation
33
Distributor Selection
For T2 Resellers, after clicking Accept Quotation, then continue to the Distributor Inventory
Selection page to choose a T1 Distributor, input the quantities for each bid request item and then
submit for contract generation
2015 LENOVO Confidential. All rights reserved.
34
Distributor Selection
For CTO and bundled Service product line items the inventory status will always be grey (i.e. not
applicable).
For other product line items (e.g. options or visuals) the inventory status will be indicated by the
usual Lenovo Bid Portal colour criteria
2015 LENOVO Confidential. All rights reserved.
35 2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Distributor Selection After T2 Resellers select a Distributor, a Price Acceptance Notification email with an attached
Bid Portal Quotation will be sent to the T2 Reseller
Hyperlink to show
configuration detail
in CTO tool
Physical URL to link to
configuration detail in
CTO tool
36 2015 LENOVO Confidential. All rights reserved.
Agenda
T2 BP Login
How to Create Your Configuration
CTO Shopping Cart
Bid Request Generation
Bid Approval
Distributor Selection
Contract Generation
37
Contract Generation After accepting a quotation the bid request Status will change to ‘Awaiting contract generation’
For T2 Partners, bids will be generated according to the Distributors that have been selected. Each
selected distributor generates one bid, with each bid item being the products that will be ordered from
this distributor.
2015 LENOVO Confidential. All rights reserved.
38
Contract Generation After the contract is generated, the bid request status will change to ‘Contract submitted to nominated
distributor(s)’
2015 LENOVO Confidential. All rights reserved.
If the contract has an error, the bid request status will change to ‘Contract error’, please contact your
Lenovo Sales contact or Distributor for assistance
39
• Bid Portal Final Quotation is resent to the T2 Partners once the Machine Type & Model (MTM) has been generated. This is to show the correct part number to use when ordering
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
Second Quotation Sent To T2 Partner with MTM
number
MTM returned when
contract is generated.
40
• Lenovo Bid Portal Disclaimer Information Prices are estimated buy prices and are for guidance purposes only. Distributors set their own prices which are likely to differ from those mentioned here. To check prices and availability and for their terms and conditions, contact your Lenovo distributor. You may create a maximum of 5 bids for each end user customer during a calendar month. Product offerings, prices and specifications on this website may be changed at any time and without notice. Product availability is refreshed daily and may not reflect distributors’ current product availability. Lenovo is not responsible for photographic or typographic errors. Products are available to purchase from Lenovo distributors and not directly from Lenovo. Lenovo collects personal data comprising business contact information only and transfers it to your nominated distributor(s) solely in connection with processing a Bid Portal Quotation. For more information go to the Lenovo privacy link. Lenovo and the Lenovo logo, ThinkPad, IdeaPad, ThinkCentre,ThinkStation,ThinkServer are trademarks of Lenovo. Other company, product or service names may be claimed as marks or trademarks of others.
• CTO Disclaimer Information An Indicative Estimated Reseller Price is displayed on the CTO configurator. Once the bid is submitted on Bid Portal, an Estimated Reseller Price will be finalised. Lenovo endeavours to feature only products which are in available supply but supply cannot be guaranteed. Once the bid is submitted, it can take several hours to reach your selected distributor.
Disclaimer Information
2015 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED.
top related