Cisco Commerce Estimates Quick Reference Guide

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Cisco CommerceEstimates Quick Reference GuideOverviewThe Cisco Commerce (CCW) Estimates pre-sales capability enables you to create an estimate and addproducts and services to a shopping cart, without having to provide the detailed customer information neededto create a quote or an order. This process enables seamless collaboration between end customers, CiscoSales, and you.Create anEstimateAdd Productsand ServicesConfigure theProductsAdd or EditServicesUseCommonUtilities, suchas Save,Tag, Share,or ExportNote: Cisco has fully transitioned to Estimates for creating and managing configurations. As of May 22, 2016,you no longer have access to legacy Configsets and will have to manually recreate the configuration as anEstimate. Therefore, all new pre-sales solutions must be created as an Estimate. Refer to the CiscoCommerce Estimates and Configurations User Guide for more information.Create an Estimate1In Cisco Commerce, you can createestimates in two ways: 1 Using the Catalog tab.Browse through availableCisco products and services,and review available productdata sheets and literature. 2 Using the Estimates tab.Note: You can also create anestimate with the Save as Estimateutility from an order or quote. Refer tothe Getting Started with CiscoCommerce User Guide for detailedsteps.2Note: Guest users (often non-registered customers) can configureCisco solutions to generate estimates for purchase through aregistered partner. As a partner, you can claim their estimate byusing the shared estimate ID. Refer to the Cisco CommerceEstimates and Configurations User Guide for detailed steps onclaiming estimates.Cisco Proprietary 2015 Cisco and/or its affiliates.Last Updated: 11 September 2017Cisco.com Privacy Statement TrademarksAll rights reserved.Page 1Provide Feedback on this Training Resource

Estimates Quick Reference GuideCreate an Estimate Using theCatalog Tab1.1 Hover over the CiscoCommerce Catalog tab andthen select the appropriatetechnology.1Various products display forthe technology selected.2.2 Select the appropriate productitem from the list. A detailedproduct information pagedisplays.You can select a particularUCS series and compareproducts while viewingdetailed product descriptions.Refer to the Cisco CommerceEstimates and ConfigurationsUser Guide for detailed steps.3.3 Click Configure (orCustomize, as applicable) toconfigure a product withadditional options andaccessories. Whileconfiguring, you can alsoattach services to yourproducts. Refer to the CiscoCommerce Estimates andConfigurations User Guide fordetailed steps.Or, click Add to Cart to firstcreate an estimate and thenconfigure your product.4.4 An estimate is created for yourproduct(s) and an estimate IDis assigned automatically.23Note: You can review data sheets, case studies, and white papersfrom the product information page.Refer to the Cisco Commerce Estimates and Configurations UserGuide for more information on how to build an estimate using theCatalog tab.You can also create an estimate using Solution Advisor. See theCisco Commerce Estimates and Configurations User Guide for moreinformation.Cisco Proprietary 2015 Cisco and/or its affiliates.Last Updated: 11 September 2017Cisco.com Privacy Statement TrademarksAll rights reserved.Page 2Provide Feedback on this Training Resource

Estimates Quick Reference GuideCreate an Estimate Using theEstimates & Configurations Tab1 1 From the Estimates tab on theCisco Commerce homepage,click Create Estimate. 2 The Estimates Cart pagedisplays. The system assignsa unique estimate IDautomatically.2Add Products and ServicesThere are several ways to add items toan estimate. 1 Click the Search field and beginentering your SKU, SKUDescription or Product Family. Adrop-down menu displays itemswith matching results.Click the appropriate productfrom the menu, enter the desiredquantity and then click Add. 2 You can also search for theproduct by using the FindProducts & Solutions link.12Note: Within your Cisco Commerce My Profile and Preferencesection, you can select your default service choices, as well asdetermine whether you would like Cisco Commerce toautomatically add services to your valid configurations (refer tothe Getting Started with Cisco Commerce User Guide). You canalso override those default preferences by expanding the Setpreference for this estimate drop-down menu and selecting theServices Preferences section.Note: Another way to add products to anestimate is to import a saved estimate ora configuration. Refer to the CiscoCommerce Estimates and ConfigurationsUser Guide for more information.Cisco Proprietary 2015 Cisco and/or its affiliates.Last Updated: 11 September 2017Cisco.com Privacy Statement TrademarksAll rights reserved.Page 3Provide Feedback on this Training Resource

Estimates Quick Reference GuideConfigure the ProductsConfigure products, select options, andresolve any warnings or errors in theconfiguration. 1 From the Estimates Cart page,click Select Options for the lineitem. The Option Selection pagedisplays. 2 Review the product list displayingon the left of the page in theConfiguration Summary pane.123 3 Resolve any warning or errormessages displaying at the top ofthe estimate. 4 Some of the options may haveicons next to them. Hover overthe icon to view relatedinformation.4 5 Click Done when finished.5Note: Products may be configured differently. Refer to the CiscoCommerce Estimates and Configurations User Guide for moreinformation.Add or Edit Services1You can add services to individual itemsor attach services to multiple lines at thesame time. To add services to individuallines: 1 Click Select Service/Subscription.The Edit Services/Subscriptionspage displays. 2 Click Add Service. The AddService page displays.Cisco Proprietary 2015 Cisco and/or its affiliates.Last Updated: 11 September 2017Cisco.com Privacy Statement Trademarks2All rights reserved.Page 4Provide Feedback on this Training Resource

Estimates Quick Reference Guide 3 Expand the service categoriesand select the desired category.Click the appropriate service levelradio button within one of thecategories and enter theappropriate duration for thesame. 4 Click Update to preview pricingand the particular service leveland SKU.3 5 Click Done when finished.Note: You can cascade services tomultiple lines in the estimate. Refer tothe Cisco Commerce Estimates andConfigurations User Guide for detailedsteps.45Use Common Utilities for EstimatesSome common utilities, such as exporting, sharing, copying, printing, and deleting are available across allestimates, quotes, and orders. While creating or searching for an estimate, you can opt to export, email,print, share, clone, add tags, or delete a specific estimate. You can access the common utilities from theEstimates tab or from within the Estimates Cart page.Note: Refer to the Getting Started with Cisco Commerce User Guide for detailed information on how to usecommon utilities for a record in Cisco Commerce.See Cisco Commerce Estimates and Configurations User Guide for more information. Other user guides andadditional resources are available on our Operations Exchange page.Cisco Proprietary 2015 Cisco and/or its affiliates.Last Updated: 11 September 2017Cisco.com Privacy Statement TrademarksAll rights reserved.Page 5Provide Feedback on this Training Resource

Sep 11, 2017 · Note: Refer to the Getting Started with Cisco Commerce User Guide for detailed information on how to use common utilities for a record in Cisco Commerce. See Cisco Commerce Estimates and Configurations User Guide for more information.File Size: 664KBPage Count: 5Explore furtherSolved: Cisco Serial Number Lookups - Cisco Communitycommunity.cisco.comHow to view and/or update your CCO profilewww.cisco.comSolved: How do I associate a contract to my Cisco.com .community.cisco.comHow do I find my Cisco Contract Number? - Ciscowww.cisco.comPower calculator tool - Cisco Communitycommunity.cisco.comRecommended to you b

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