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Cisco Commerce Getting Started With Cisco Commerce User Guide Cisco Proprietary

Cisco Commerce Getting Started With Cisco Commerce User Guide Cisco Proprietary Getting Started With Cisco Commerce User Guide Cisco Proprietary © 2019 Cisco and/or its affiliates. All rights reserved. Last Updated: 16 April 2019 Page 2 Cisco.com | Privacy Statement | Trademarks Provide Feedback on this Training Resource TABLE OF CONTENTS Click a topic or sub-topic name below to move directly to that section. 1 Conventions Used in this Document ............................................................................................ 5 2 Getting Access to Cisco Commerce ............................................................................................. 6 3 General Information ....................................................................................................................... 6 3.1 Logging In to Cisco Commerce ......................................................................................... 6 3.2 Cisco Commerce Workflow ............................................................................................... 6 3.2.1 Guided Deal Registration .......................................................................................... 6 3.2.2 Estimates .................................................................................................................. 7 3.2.3 Deals and Quotes ..................................................................................................... 7 3.2.4 Orders ....................................................................................................................... 8 3.2.5 Service Contracts...................................................................................................... 9 3.2.6 Services and Subscriptions ....................................................................................... 9 3.2.7 Software ................................................................................................................... 9 3.3 Terminology ........................................................................................................................ 9 3.4 Accessing Cisco Commerce Support ............................................................................. 10 4 Navigating the Homepage ........................................................................................................... 12 4.1 Cisco Navigation Banner ................................................................................................. 12 4.2 Cisco Commerce Navigation Banner .............................................................................. 13 4.3 Global Navigation Bar ...................................................................................................... 13 4.3.1 Catalog ................................................................................................................... 14 4.3.2 Estimates Tab ......................................................................................................... 14 4.3.3 Deals & Quotes Tab ................................................................................................ 14 4.3.4 Orders Tab.............................................................................................................. 14 4.3.5 Services and Subscriptions Tab .............................................................................. 14 4.3.6 Software Tab .......................................................................................................... 14 4.4 Creating Custom Homepage Tiles................................................................................... 14 4.5 Search Capability ............................................................................................................. 16 4.5.1 Global Search ......................................................................................................... 16 4.5.2 Basic Search ........................................................................................................... 18 Getting Started With Cisco Commerce User Guide Cisco Proprietary © 2019 Cisco and/or its affiliates. All rights reserved. Last Updated: 16 April 2019 Page 3 Cisco.com | Privacy Statement | Trademarks Provide Feedback on this Training Resource 4.5.3 Advanced Search.................................................................................................... 20 4.6 Feedback ........................................................................................................................... 21 5 Personalizing and Setting Preferences ...................................................................................... 22 5.1 Updating Profile ................................................................................................................ 23 5.1.1 Uploading or Deleting an Electronic Signature ........................................................ 24 5.1.2 Viewing User Account Access................................................................................. 26 5.2 Reviewing Company Details ............................................................................................ 26 5.2.1 Viewing Company Info Section ............................................................................... 26 5.2.2 Viewing Company Qualifications ............................................................................. 27 5.2.3 Viewing Partner Deal Administrators ....................................................................... 28 5.2.4 Viewing Cisco Channel Account Managers ............................................................. 28 5.2.5 Viewing Additional Partner Info ............................................................................... 28 5.3 Setting Preferences .......................................................................................................... 29 5.3.1 Setting General Preferences ................................................................................... 29 5.3.2 Setting Estimates Preferences ................................................................................ 30 5.3.3 Setting Export Preferences ..................................................................................... 31 5.3.4 Setting Sharing Preferences ................................................................................... 32 5.3.5 Setting Addresses Preferences ............................................................................... 35 5.3.6 Setting Orders Preferences ..................................................................................... 40 5.3.7 Setting Shipping Preferences .................................................................................. 42 5.3.8 Setting Services Preferences .................................................................................. 45 5.3.9 Setting Payment Preferences.................................................................................. 46 5.4 Adding Contacts ............................................................................................................... 49 5.4.1 Adding or Removing a Contact ............................................................................... 49 5.4.2 Editing a Contact..................................................................................................... 49 5.5 Setting Notifications Preferences ................................................................................... 50 5.5.1 Global Settings ....................................................................................................... 51 5.5.2 My Orders ............................................................................................................... 51 5.5.3 Orders Shared with Me ........................................................................................... 54 5.5.4 Billing Addresses .................................................................................................... 54 5.5.5 Specific Orders ....................................................................................................... 54 6 Common Utilities ......................................................................................................................... 55 Getting Started With Cisco Commerce User Guide Cisco Proprietary © 2019 Cisco and/or its affiliates. All rights reserved. Last Updated: 16 April 2019 Page 4 Cisco.com | Privacy Statement | Trademarks Provide Feedback on this Training Resource 6.1 Viewing Records............................................................................................................... 55 6.1.1 Edit View ................................................................................................................. 56 6.2 Tagging ............................................................................................................................. 56 6.2.1 Adding a Tag .......................................................................................................... 57 6.2.2 Viewing Tags .......................................................................................................... 57 6.2.3 Deleting a Tag ........................................................................................................ 58 6.3 Exporting .......................................................................................................................... 58 6.4 Printing .............................................................................................................................. 59 6.5 Sharing .............................................................................................................................. 60 6.5.1 Sharing Using an Access Key ................................................................................. 61 6.5.2 Sharing Using the Share Utility ............................................................................... 63 7 Partner Initiated Customer Access ............................................................................................. 64 8 Miscellaneous Information .......................................................................................................... 65 8.1 Products and Services-related Icons .............................................................................. 65 8.2 List Price Catalog ............................................................................................................. 65 8.2.1 Current Price List Tab ............................................................................................. 66 8.2.2 Price List History Tab .............................................................................................. 68 8.2.3 Product Price Search Tab ....................................................................................... 69 8.3 Lead Time Search ............................................................................................................. 70 8.3.1 Search By Product Description or SKU ................................................................... 70 8.3.2 Lead Time Search by ERP Product Family ............................................................. 71 8.3.3 Exporting Lead Time Search Results ...................................................................... 72 8.3.4 View Available Options from the Lead Time Search Results ................................... 73 8.4 CICS File Manager ............................................................................................................ 74 8.4.1 Searching for a File ................................................................................................. 75 8.4.2 Creating a New File ................................................................................................ 76 8.4.3 Editing a File ........................................................................................................... 77 8.4.4 Deleting the File ...................................................................................................... 78 8.4.5 Removing Selected Files ........................................................................................ 78 Getting Started With Cisco Commerce User Guide Cisco Proprietary © 2019 Cisco and/or its affiliates. All rights reserved. Last Updated: 16 April 2019 Page 5 Cisco.com | Privacy Statement | Trademarks Provide Feedback on this Training Resource 1 Conventions Used in this Document  Keyboard sequences you press are shown in bold. Example: “Press Tab to move to the next field.”  Links that appear in blue on the Cisco Commerce homepage, whether underlined or not, are underlined in the user guide. Example: “On the Items tab, click Find Products.”  Menu or sub-menu paths are separated by a “>”. Example: “Select Intended Use > Managed Service.”  Tabs you click have no special formatting. Example: “Click the Items tab.”  Buttons you click on the screen are shown in bold. Example: “Click Continue.”  The labels on radio buttons, drop-down menus, checkboxes, and fields that correspond have no special formatting. Examples: “Click the Yes radio button.” “Click the Service Program drop-down menu.”  When there are multiple ways of accomplishing a specific task, preferred methods are highlighted as follows: The blue circle around a lower case “i” means reader take note. Notes contain helpful suggestions or reference to material not covered in the manual. For example: Best Practice: Search for an address before creating a new one. Create an address only if the address is not found.  Active hyperlinks to other documents or within the same document are shown in blue and underlined. Example: “Additional information is available in the Cisco Commerce Order User Guide” or “See the section Creating Custom Homepage Tiles for more details.”  In sections describing a process that starts from somewhere other than the Cisco Commerce homepage, a process flow indicates how to get there. For example, you add products to a quote in the Quote tab, which means you would have already created the quote through the Deals & Quotes header tab. The following illustration would therefore display at the beginning of the Add Products to a Quote section. Cisco Commerce Deals & Quotes Header Tab Create Quote Quote Tab Getting Started With Cisco Commerce User Guide Cisco Proprietary © 2019 Cisco and/or its affiliates. All rights reserved. Last Updated: 16 April 2019 Page 6 Cisco.com | Privacy Statement | Trademarks Provide Feedback on this Training Resource 2 Getting Access to Cisco Commerce See the Getting Access to Cisco Commerce Job Aid for information on how to request user access to Cisco Commerce and how to become a registered Cisco Partner. 3 General Information 3.1 Logging In to Cisco Commerce Launch your web browser and navigate to the Cisco Commerce URL. If this is not the first time you have logged in to Cisco Commerce, you might be taken directly to the homepage. Otherwise, continue with the following steps: On the Cisco.com log in screen, enter your Cisco.com user ID and password. The Cisco Commerce page times out in about 30 minutes of non-activity (with a 5 minute warning before timeout occurs). If that happens, simply log in again with your Cisco.com user ID and password. Best Practice: Log out of Cisco Commerce at the end of each session to avoid potential cookie or cache conflicts with future sessions. 3.2 Cisco Commerce Workflow The primary function of Cisco Commerce is to allow users to browse through the rich catalog, estimate, configure, quote, and order Cisco products and services using one centralized tool. This section provides a high-level overview of those functions within Cisco Commerce. 3.2.1 Guided Deal Registration Guided Deal Registration in Cisco Commerce provides an intuitive incentive portfolio that can help you simplify and streamline deal execution. You will be able to take advantage of market relevant pricing, with stacking incentives and/or promotional discounts, provided the deal parameters align with the eligibility criteria. For more information on current Cisco incentive programs and promotions, visit the Incentives and Promotions page. Registered deals from Cisco Commerce may be auto-approved, but may also require additional qualification and approval by Cisco before the discounted pricing will be confirmed. Cisco Account Managers can view and approve deals that have been shared with them from Cisco Commerce. Best Practice: Get the best price for Cisco solutions by creating a deal and adding eligible incentives and/or promotional discounts. Getting Started With Cisco Commerce User Guide Cisco Proprietary © 2019 Cisco and/or its affiliates. All rights reserved. Last Updated: 16 April 2019 Page 7 Cisco.com | Privacy Statement | Trademarks Provide Feedback on this Training Resource 3.2.2 Estimates An estimate is a pre-configured collection of products and/or services that form a solution. This collection can be validated and saved for many purposes, such as, reuse, sharing with others and purchasing. In the Estimates tab in Cisco Commerce, you can create, manage, and view your estimates, access a shared estimate, and claim estimates created by guest users. Refer to the Cisco Commerce Estimates and Configurations User Guide for information on creating an estimate. Note: Cisco has fully uploads/Geographie/ ccw-guide-2019.pdf