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Pricing Optimization Quick Reference Guide

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Last Updated: 26 February 2015

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Deals with multiple incentives

Log into Cisco Commerce

1. Click ‘Deals & Quotes’

2. Click ‘Create Deal'

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Log into

CCW

Complete 'Who's

Involved' & 'About the Deal' Page

Select Incentives &

Answer Questions for

Selected Incentive(s)

Upload BOM or add SKUs

Submit Quote for Approval

Pro

cess F

low

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Pricing Optimization - Quick Reference Guide





Complete the ‘Who’s Involved’ page

3. Enter ‘Deal Name’

4. Verify Partner information is correct

Enter ‘Contact Details’ or check box to use Contact Details from User Profile

5. Click on a preferred language or Faster Search to find End Customer details

1. Enter search terms to search for End Customer details

2. End Customers will be sorted based on whether a Cisco Sales Person/Team has been identified

3. Click ‘Select’ on appropriate entry

or

4. If End Customer cannot be found, Click ‘Create Customer’ to enter a new customer

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No

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ABC, Inc. 123 Davis Drive Toronto Ontario

ABC, Inc. 456 California St Toronto Ontario

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6. Enter End Customer Contact details

7. Select ‘Cisco Channel Account Manager (CAM)’

If no CAM is assigned, Select ‘Other’ and Enter CCO ID

8. Click ‘View Members’ to view list of sales team members assigned to your deal

9. Click ‘Create Deal’

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John Doe (jbdoe) Pam Scott (pasco)

Other










Complete ‘About the Deal’ page

10. Enter Deal Details (*Required fields)

11. Click ‘Save and Continue’

Select multiple incentives

Select all incentives you would like to qualify for*


Note:

- User will only be able to select incentives that they are eligible for

- If user is not eligible for an incentive they can hover over the ! icon to view the reason

* Available incentives vary by region, incentives on this screen are for illustrative purposes only

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Answer Questionnaire

13. Answer Questions for each incentive selected on prior page

Select Yes/No or Enter text (where applicable)


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1 Step Approval

1. Select ‘Buy Method’ from dropdown list


Upload BOM

15. Upload ‘BOM’ or Add SKUs


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17. Change filter to view discount details, Select ‘Discount Details’

18. Base discounts and stackable discounts will be visible under the ‘Discounts & Credits’ tab*


*2-Tier partners will be able to see breakdown, without the discount percentages and can contact distributor for discounting details

Note: discounts displayed are for demonstration purposes only, for actual discount percentages contact your PAM/Distributor

Click ‘Submit Quote

for Approval

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Fast Track

Base Discount (based on certification)

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Incentive #2

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Incentive #1

Incentive #1

Base Discount (based on certification)

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Submit deal for approval

Click ‘View

Submitted Quote’

20. View ‘Quote Status’

Scroll down to view approval chain information.

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John Doe

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MLD_Multi Incentive










View approval chain

21. View approval chain under ‘Validation & Approvals’

Note: You may re-open the quote to change your incentive selections. The quote status will change to ‘More Information Required’

22. Click ‘Re-Open’

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jesmit Jenn Smith

bomill

mitwalk

Bob Mills

Mitch Walker

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Click ‘Reopen Deal’

View ‘Quote Status’

2. Deselect Incentive to remove from your list


Note: You will repeat the process of selecting incentives and answering questionnaires whenever you change your incentive selection. The quote must be re-submitted for approval if you change your incentive selections.

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Note: Questions related to de-selected incentive have been removed


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Discounts will be modified based on selected incentives

Click ‘Submit Quote for Approval’

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Discounts modified based on selected incentives

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Note: The quote may be approved, even if an approver rejects an incentive.

If an incentive is rejected, you may view the reject comments in the comment section of the review page.

Scroll down to comment section to view reject and return to comments.

For additional information including training material and FAQs visit Partner Central

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