1 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID SCC New Quoting for Indirect Resellers

2 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Introductions Facilitator Location Role Attendees Location Role Questions? Training Goals

3 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Agenda Welcome Purpose of this training Overview and Go Live Dates SCC New Quoting for Indirect Resellers Features Q&A

4 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Course Objectives Log on to SCC New Quoting for Indirect Resellers Create, Modify and Order Quotes Generate Renewal Quotes Manage Quotes Register Quotes RMA Products Contact Support

5 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Introduction to SCC New Quoting for Indirect Resellers

6 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Objectives Describe the purpose and benefits of Cisco® SCC New Quoting for Indirect Resellers Obtain a Cisco.com (CCO) User ID Log on to SCC New Quoting for Indirect Resellers Navigate the SCC New Quoting for Indirect Resellers pages Access the Partner Profile

7 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID What is SCC New Quoting for Indirect Resellers? SCC New Quoting for Indirect Resellers (SMS3) consolidates multiple quoting and ordering applications into a single quoting tool. SCC RegistrationSCC Renewal OPS SCC New Quoting

8 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID What is SCC New Quoting for Indirect Resellers? With SCC New Quoting you can create new, add to existing, and renewal quotes. As part of the SCC New Quoting project, Cisco is planning to replace packaged services in the US with the enterprise price list.

9 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID What are the Benefits of SCC New Quoting? Same day contract entitlement New service programs – availability & time to market (SMB- SA) Auto-registration – up to 100% registration rate All users will have access to the quote One tool does it all and is integrated with SCC contract data Service validations done prior to the order – reduces returns requests Co-term pricing and multi-year discounts are automatically calculated Multinational/theater pricing is enabled Very efficient renewal process No Virtual or Packaged tokens Preparation for the future – align with all of Cisco’s business

10 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Enterprise Price List vs. Packaged Services Enterprise Price ListPackaged Services Sometimes referred to as “direct service” skus or price list Packaged Services consists of 18 categories Generally, each HW/SW product has a unique service sku mapped for each available service offering. For example: CISCO1750 is mapped to CON-SNT-1750 CISCO1751 is mapped to CON-SNT-1751 CISCO1720 is mapped to CON-SNT-1720 Cisco products fall into one of the 18 categories. Numerous different products fall into one category Some products do not fall within the 18 categories due to the price of the product Those products that do not fall in one of the 18 categories will have a direct SKU tied to it that will need to be ordered

11 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson One: Discussion Questions As part of the SCC New Quoting initiative, Cisco is planning on replacing Packaged Services with: What are some of the key benefits of SCC New Quoting?

12 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Obtain a Cisco.com (CCO) User ID In order to access SCC New Quoting, you must first obtain a CCO User ID. Click Register Now to open the Cisco.com registration page.

13 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Obtain a Cisco.com (CCO) User ID Enter your contact information and desired login name and password in the fields shown here.

14 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Obtain a Cisco.com (CCO) User ID Complete the rest of the page and make sure you click the check box next to Cisco Channel Partner or Authorized Reseller. When you are finished, click Submit.

15 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Register for CCO ID Register for CCO ID

16 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Log on to SCC New Quoting Now that you have your CCO User ID, you can log on to SCC. You will be denied access if: You did not respond to the CCO registration confirmation Your password is not the one affiliated with your user name. Your password has expired. The system administrator has disabled your user account. You will only have guest access if you forgot to check Cisco Channel Partner or Authorized Reseller

17 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Log on to SCC New Quoting Click the Login to SCC link. To log on to SCC New Quoting, go to

18 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Log on to SCC New Quoting The My Contracts page displays.

19 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Log on to SCC New Quoting Log on to SCC New Quoting Navigate the Interface Overview

20 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Accessing Your Partner Profile Use the Partner Profile tool to set your contact, shipping, and access preferences depending upon your specific business processes. The Partner Profile tool is located SCC Administration tab.

21 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson One: Discussion Questions What must you do before you can log on to SCC New Quoting? What SCC New Quoting tab must you click to create a new quote? How do you access the Partner Profile?

22 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Quoting and Ordering

23 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Objectives Describe the benefits of creating a partial quote Describe the benefits of creating a complete quote Create a new service quote Add products to a quote Order Service

24 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Creating a New Service Quote SCC New Quoting allows you to create both Partial and Complete quotes. The Partial quoting feature (available to US distributors and resellers) allows you to create a service quote without requiring install site or serial number information. The Partial quoting feature maintains “as is” business process requirements for packaged services. Entering all the required install site and serial number information when creating the quote will generate a Complete quote. Creating a Complete quote allows SCC New Quoting to complete the registration process automatically.

25 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Creating a New Service Quote Click the Create a new service contract option. Click Submit.

26 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Create a New Service Quote When you enter the Location City, State/Province, and Zip/Postal Code a SAM check is performed.

27 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Create a New Service Quote, cont. Select one of the two methods to add a product: by Product IDs or Serial Numbers. To receive a multi-year discount, select at least 2 years. You can cut and paste product or serial numbers directly from a.txt file or spreadsheet. Click Save Preferences to save a preferred service level in the drop-down menu.

28 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Create a Service Quote The Service Pricing Verify page displays the product information and includes the multi-year discount pricing estimate. Now you can save the pricing estimate as a quote.

29 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Create a Service Quote Create a Service Quote

30 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Service Pricing Error Page The Service Pricing Error Notification page displays because pricing could not be obtained due to one or more of the fields containing invalid values. After resolving the errors, click Submit to revalidate the quote. You can delete or edit the Value and Quantity fields. Use the Product Lookup Tool to find the correct Product ID.

31 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Invalid Product Error Message When creating a quote, if you cut and paste a valid minor line item into the Add Products field that is not mapped to a service level, you may see the error shown here. If you receive this error, verify that the part number is correct. If it is correct, ignore the message and submit the quote.

32 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Modify the Quote Using the Quote Wizard The Quote Wizard allows you to make a number of modifications to your quote. Quote actions Grant additional contract access and edit reseller information Edit Install Site information

33 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Attach Multiple CCO User IDs to a Contract Click the Edit link to grant other CCO User IDs access to the contract.

34 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Attach Multiple CCO User IDs to a Contract, cont. Remember to separate CCO User IDs by a comma or a carriage return.

35 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Modify the Quote Grant additional contract access Edit Reseller information Quote actions

36 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Order Service You have the option of submitting an order for a quote from either the Quote Wizard page, or from the Quote Manager page. Choose Order Service from the drop-down list and click Submit.

37 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Order Service Verify that the billing address and purchase order amount are correct. Enter your purchase order number in the Purchase Order Number box. Click Order Now.

38 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Order Service Order Service

39 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Add Products to an Existing Contract After converting the quote to a contract, you may find that there are situations where you need to add additional products to the contract. The Add to an Existing Service Contract feature allows you to add products quickly and easily.

40 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Add Products to an Existing Contract Enter the quote information on the Service Pricing page, as shown in the Create New Quote procedure. Service level is already assigned.

41 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Add to an Existing Contract Add to an Existing Contract

42 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Two: Discussion Questions After creating the partial quote, what information must be set on the Quote Wizard page before service can be ordered? What is the minimum amount of service coverage years a customer must have to receive a multi year discount? What actions can you take from the Service Pricing Error page?

43 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Manage Quotes

44 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Objectives Use quote filters to search for and display quotes Manage your quotes using the Quote Manager

45 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Manage Quotes You can search for your quotes using the quote filters located at the top of the page. The Quote Manager, by default, sorts quotes by the date quoted. The newest quotes are automatically displayed first. Current quotes are displayed in green. Quotes that are more that 30 days old are displayed in orange. Quotes that are more than 45 days old are displayed in red.

46 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Manage Quotes You can sort the quotes by clicking on the column headers. You can also route, submit, or delete any selected quote in the Quote Manager.

47 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Quote Filters Use the quote filter options to display quotes or narrow a list of previously displayed quotes.

48 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Customize Headers Display You can also customize the display of the quote header display by using the Customize View feature. Add, remove, or move up and down the quote fields to display.

49 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Route, Delete and Order Use the Quote Manager to route, delete and order multiple quotes.

50 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Manage Quotes Quote Filters Customize Header Display Route, Delete and Order Quotes

51 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Three: Discussion Questions What quote filters can you use to search by in the Quote Manger? What tasks can you perform from the Quote Manager page? How do you change the display of the quote column headers? Quotes that are colored green are what type of quotes?

52 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Three: Practice Activities Quote Manager Filter and Search

53 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Register Service

54 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Objectives Identify the sections of the Registration Wizard Identify actions you can take using the Registration Wizard Edit Install Sites Register Service

55 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Register Service Partial quotes that you ordered service on need to be registered to complete the contract entitlement process. New quotes that contained complete information are registered automatically. Register your partial quotes by using the Registration Wizard. All registration entry and validation takes place on the Registration Wizard page.

56 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Registration Wizard Registration Information Reseller Information

57 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Registration Wizard, Continued Install Site Information Registration Actions Registered Products

58 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Edit Install Site The status of each install site on the quote must be Complete before they can be registered. To change the site status to complete you must: Enter a valid serial number for each product number on the site Verify that the install site address and contact are correct You can edit and complete the install site status from the Registration Wizard Site page.

59 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Edit Install Site Add Serial Numbers Move Products to Site Add Site to Existing Contract Registration Wizard Site Actions

60 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Edit Install Site Click the Validate Serial Numbers button if you want to validate the serial numbers before registering the site. Select the products then choose Register Site to initiate the site registration process.

61 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Register Site Click Submit Registration Verify quote, install site, and product information is correct. Review any alert messages before completing the registration.

62 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Edit Install Site Edit Install Site Register Site Edit Dates for Sites and Products Show Product Details Add Site to Existing Contract Move Products to Site

63 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Four: Discussion Questions What status must a site be in before it can be registered? What actions can you take from the Registration Wizard Site page?

64 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID RMA Products and Contacting Support

65 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Objectives Identify typical errors on the Registration Error page RMA selected products Contact Support

66 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Registration Error Page Errors generated during the registration process are shown on the Registration Error page. The Registration Error page lists the products and the corresponding error alert messages. From the Registration Error page, you can: –Add to Existing Contract –Contact Support for Selected Products –RMA Selected Products

67 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Registration Error Page RMA Selected ProductsContact Support Error Alert Message

68 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Serial Number Error Alert Messages MessageCause Serial number may be invalid. Please re-enter the serial number and try again. After "scrubbing" the serial number, no match was found in the Cisco database. Serial number entered multiple times. Please correct and try again.User entered the same serial number multiple times. Serial number tied to more than 1 product number. Please select a product. Serial number as entered is attributed to more than 1 product number in the Cisco database. Duplicate serial number exists for the same product. Please select a product. Some products in CIBER have the same serial number attributed to the same product part number. In Service Pricing, display drop down menu with all the matches. Serial number does not match product ID entered. Please correct.SN does not match the product ID entered in IB. Serial number is valid but is covered under a contract with a different service level. Service levels on the contract do not match the service levels on the quote. Serial number already covered on existing contract. Serial number must be renewed using the Renewal Tool. SN is covered (must be in active, overdue, signed, QA Hold or Entered status) on a contract in which either the BT on the quote or the reseller CCO user ID on the quote (if available) has access. Serial number is already covered. Please correct.User has entered the serial number more than once on the same quote or registration. They may enter this for different sites. Serial number already covered. Serial number must be renewed using the Renewal Tool. Serial number is covered (must be in active, overdue, signed, QA Hold or Entered status). - INVALID PRODUCT PART NUMBER FOR SERVICE LEVEL Fails SPA validation.

69 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Submit RMA Verify product number for RMA is correct. Select reason for RMA and enter comments. SCC New Quoting allows you to initiate an RMA for products on a quote that was invoiced, but not fully registered.

70 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Contact Support Click Contact Support. Enter details on the support request here. SCC New Quoting allows you to contact support directly from the Registration Wizard Site page, or from the Registration Error page if errors are generating during the registration process.

71 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Submit an Online Support Request Click Submit Request. Enter details on the support request here. Open the support case from the Service Support Center page. Select the tool that you need support on here.

72 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: RMA Selected Products RMA Selected Products Contact Support

73 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Five: Discussion Questions From what pages can you access the RMA and Contact Support tools? What are some typical reasons for initiating an RMA? Approximately how long will it take for your RMA request to be processed?

74 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Generate a Renewal Quote

75 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Objectives Generate a Renewal Quote

76 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Generate Renewal Quote Choose the Renewal Quote option when you have the opportunity to extend service on an expiring contract. Click the Quoting and Ordering tab.

77 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Generate Renewal Quote Enter the Contract number, and then click Submit.

78 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Generate Renewal Quote Verify the Contract, Service Level, and Reseller Information. Enter quote notes and set the reseller price. Select Products. Choose either the Coterminous or Extend End Dates by options. Click Generate Quote.

79 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Generate Renewal Quote The Quote information is displayed on the Quote Wizard page. This page confirms that a renewal quote has been created.

80 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Demo: Generate Renewal Quote Generate Renewal Quote

81 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Lesson Six: Discussion Questions You can find a contract to renew by using what types of search techniques in SCC New Quoting? What is the minimum amount of years a customer must renew a contract for to receive the multi-year discount?

82 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID 1-Tier Select Quote Type Preference Page New 1-Tier partner Select Quote Type preference page. Default setting is Direct.

83 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Supporting Documentation - GA For additional information on Cisco® SCC New Quoting for Indirect Resellers, go to: The SCC New Quoting Help page contains links to: –User Guides –PowerPoint Slides –Quick Reference Guides E-Learning The SCC New Quoting for Indirect Resellers e-learning course is available through the Partner E-Learning Connection (PEC). To access the PEC, go to: -learning_connection_tool_launch.html. -learning_connection_tool_launch.html

84 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID Questions?

85 © 2005 Cisco Systems, Inc. All rights reserved. Session Number Presentation_ID