What’s New in Release 8.6 (07-Jul-16) Quick Reference Guide Mitel CPQ What’s New in Release 8.6 (07-Jul-16) Quick Reference Guide Alex Bergsma Manager, Mitel Connect

What’s New in Release 8.6 (07-Jul-16) Export a complete parts list for an SAP pricelist (Steps 1-4) Access CPQ Support from within CPQ on the home page side panel View all configurations stored on the Mitel Server User-based Write-in Parts (Steps 1-5) Set a default destination (Steps 1-2) Set a default pricelist for configurations (Steps 1-3) New Parts Catalog. Mitel Employees can now generate a pricelist report for a chosen SAP number in Proposals and Reports.

Export Pricelist Export the complete parts list for an SAP pricelist: 1) Click on the new Administration tab – a new tab in CPQ release 8.6

Export Pricelist 2) Your Active SAP channel will be shown. If you have more than one pricelist then a pricelist dropdown selection box will appear and you will be required to choose the required pricelist.

Export Pricelist 3) Click on the down arrow for the pricelist that you require.

Export Pricelist 4) Export a pricelist to an XLS file. Example Pricelist export:

CPQ Help Panel Users can now access CPQ support from within CPQ itself. Click on the Contact link on the CPQ page to submit a support request.

View all Configurations Currently in CPQ when you store a configuration on the Mitel server from the Quote Tab, no one else can see this configuration on the Mitel Server. It is private. This new feature allows CPQ support staff to enable a CPQ user to be able to view configurations stored from both the Quote Tab and the Order Tab. An example would be a sales manager who would like to see all configurations stored on the Mitel server for their company; not just the configurations stored from the Order tab.

User-Based Write-In Parts Up to now, a CPQ user required a CPQ Partner Administrator to manage write-in parts templates for them. A user can now create and manage their own write-in parts templates. 1) Select the Administration tab and then select “Active SAP channel”

User Based Write-In Parts 2) Click the “double blue arrows” to expand write-in parts 3) User can create a new template or opt to import a saved template Example Template: http://www.ebiz.mitel.com/mpt/user/Write-in_parts.xls

User Based Write-In Parts 4) Click on “Create” to create new Write-in parts template.

User Based Write-In Parts 5) Proceed to administer the new template Refer to the CPQ administrator course for instructions on managing write-in templates: http://www.ebiz.mitel.com/mpt/user/CPQ_Administration.mp4

Set Default Destination In CPQ you can now set your default destination. 1) Select “User profile” tab in your CPQ account and then click “here”

Set Default Destination 2) Set you default destination

Set Default Pricelist You can now set a default pricelist in CPQ. This is primarily a feature for Mitel Distributors and Resellers who have multiple Buy and Sell Pricelists. 1) Select Administration tab and then set the Buy and Sell pricelists.

Set Default Pricelist 2) Start a configuration and view the default pricelist selection previously set.

Set Default Pricelist 3) See the default pricelist selection as shown on the Results tab.

Parts Catalog Parts Catalog is selectable in the “Create new configuration” drop down list.

Parts Catalog Parts Catalog allows access to all parts in Partner pricelist.

Mitel Employees can now generate a pricelist report for a chosen SAP number. In Proposals and Reports an Mitel Employee can generate a list pricing only pricelist report for a customer.

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