1. Cisco Public Sector Contract Sales Reporting Web Portal
Cisco Contracts Management Office (CMO)
June 2016

2. Report Submission Process
Cisco Public Sector Contract Sales Reporting Web Portal URL:
If you are reporting “$0 No Sales”, You do NOT need to complete a report template. However, you MUST log into the Web Portal to submit “$0 Sales”.
If you are reporting sales, review the report for accuracy and save your completed report file. Proceed to the Web Portal to upload and submit your report file.
For any Reporting Web Portal related questions, including to request a login be created, please
Web Portal Functionality:
Log-In
User Profile
Partner Profile
Contract Partner Profile
Download Reporting Template
$0 No Sales Report
Quarterly Sales Volume Report Submission
Partner Submission Status Report

3. Web Portal Click the [Log In] link on top right corner
Training Materials & FAQs (no Login req)
Click the [Log In] link on top right corner
Enter Username & Password
Click Log In
Enter address to retrieve Username or Password

4. Web Portal: Landing Page
Click your Username link to update profile

5. Web Portal: User Profile
Update any User Profile information, except Username and Password Expiration date
Change Password
Click Save once changes are input

6. Web Portal: Partner Profile
To view and/or edit your Partner Profile, click “Partner Profiles” on the left navigation column
Update any Partner Profile information, except Partner Name or Status. You are contractually obligated to keep this information current.

7. Web Portal: Contract Partner Profile
Only Contracts and Manufacturers (Cisco acquisitions under a separate pricelist) specific to the Partner will be displayed on this screen. Some Partners may see only one option, whereas other Partners who are authorized on several Contracts will see multiple options as exemplified above.
To view Contract Partner Profile, click “Contract Partner Profiles” on the left navigation column.
Click on the pencil icon to view and/or edit that specific Contract Partner profile.

8. Web Portal: Contract Partner Profile
Read-only section. No information can be changed.
ALL Partner Contacts Must Be Updated With CURRENT Information: Use the tabs to select the appropriate contact to update. This is a contract req to be completed within 10 days and failure to do so will result in being marked for non-compliance in annual performance review

9. Web Portal: Download Reporting Template
To download a copy of the Reporting Template, click “Download Reporting Templates” on the left navigation column.
Click on the Spreadsheet Icon image to download the template file.
Save the file to your computer.
Current version and date is indicated below template link. Current version MUST BE used, old versions will be rejected by Web Portal.

10. Web Portal: Upload POS Data – NO SALES
To upload No Sales, click “Upload POS Data” on the left navigation column.
Select appropriate Contract number.
Complete all fields and Click the checkbox for “No Sales” before clicking “Submit”
Click “Confirm” to officially submit a ‘No Sales’ Report. Failure to confirm will result in NO submission.
Verify the confirmation message below is received. If not, the report was NOT submitted successfully.

11. Web Portal: Upload POS Data – SALES
Prior to submitting your report ensure:
The most recent version template is used.
Rows 1-7 are completed filled out ACCURATELY
There are NO blank cells that are required fields and NO skipped rows
All Date related cells contains a valid date in the required date format
The Customer Type accurately corresponds to the Customer
Type of Sale accurately corresponds to the SKU
Total Amounts are accurately calculated
SKU & Description MATCH EXACTLY to the posted contract Price List Files on Contract Webpage at Cisco.com
Discount reported must meet or exceed contract minimum required discount
To upload Sales, click “Upload POS Data” on the left navigation column.
Select appropriate Contract number.
Browse and select the completed report file saved on your computer’s hard drive

12. Web Portal: Data Validation and Certification Statement
The Web Portal performs several data validation checks and will prevent upload and submission of the report file if errors are found. Detailed descriptions of the errors will be identified either at the top of the screen in a red banner or below the submit button. Errors below the submit button will indicate the specific row and description of the error. Errors must be fixed in order to submit file successfully.
For assistance with these errors, please

13. Web Portal: Upload POS Data – SALES
After correcting any errors detected by the Data Validation check and successfully submitting a reporting file, a summary of the report will appear. This will include the number of data records, summary of product, service and basic install totals, and grand total amounts.
You MUST click “Confirm” to officially submit the Sales Report. Failure to confirm will result in NO submission
Verify the confirmation message below is received. If not, the report was NOT submitted successfully.

14. Web Portal: Partner Submission Status Report
To view status of a submitted report, click “Partner Submission Status” on the left navigation column.
Status will be either “Submitted”, “Rejected”, or “Approved”. Cisco will notify Partners if a report is rejected due to errors or issues. Partners are encouraged to submit reports early to allow time to correct any errors as necessary prior to the report due date.

15. Web Portal: Email Confirmation
An confirmation is sent to the user when the report is successfully submitted in the web portal. If you do NOT receive an confirmation, the report was not successfully submitted and confirmed. Reach out to the Web Portal help desk for any issues.

16. Inaccurate Report Process
Quarterly/monthly reports must be submitted accurately and timely per the Subcontract agreement the Partner executed with Cisco.
There is only one Partner Submission allowed per Contract for each reporting period. Once your quarterly/monthly report is submitted, if Cisco and/or the State find errors, you have a 24 hour deadline to resubmit your corrected report.
If a Partner needs to resubmit a report for any reason BEFORE the report deadline, you MUST perform the following steps:
the CMO Team to request approval to resubmit the report. Partner MUST provide a justification for the requested resubmission and contact information of the person who can answer questions that Cisco & State may have regarding Partner’s request.
CMO Team will review the request and advise Partner if the request is approved.
If approved, CMO Team will grant Partner the ability to resubmit the report.
Resubmitted report will be reviewed by Cisco & State and may be rejected if any issues are found.
If a Partner needs to resubmit a report for any reason AFTER the report deadline, the Partner is subject to the following:
Cisco & Contract Holder will jointly determine a correction process.
Partner may be required to correct inaccurate sales data in the NEXT sales volume report submission: (examples of possible errors)
Missing sales – add to next quarter/month’s report as a normal transaction.
Unauthorized Contract sales – Please contact us at or (Other Direct Contracts)

17. Audits, Contract Termination & Contacts

18. Underreporting is grounds for removal from any Public Sector Contract.
Audits
Cisco will be performing monthly/quarterly AUDITS of previously submitted and future Partner Reports, which will include, but are not limited to, verifying the following:
SKUs submitted in sales reports must EXACTLY match SKUs published on the approved Pricelists as posted on the Contract webpage.
SKU Descriptions submitted in sales reports must EXACTLY match what is published on the approved Pricelists as posted on the Contract webpage.
List prices submitted in sales reports must EXACTLY match the list prices on the corresponding posted Pricelists per the date of the Customer’s PO.
Reported sales only include in-scope Cisco Branded Products and Services as published on the Contract Price list
The discounts reported for the sales must, AT A MINIMUM, match your contract discounts or be greater/deeper (ie. 38% vs 35%) than the contract minimum discount stated in your contract specific detail section.
Compare Cisco sales booking reports to the submitted sales reports.
We will contact you if there are any issues identified.
Underreporting is grounds for removal from any Public Sector Contract.

19. Partner Performance Review – Suspension/Termination
FAILURE TO REPORT ACCURATELY AND TIMELY:
Partners who fail to submit their reports by the deadline stated on the contract specific training, including a “$0 No Sales Report”, may result in SUSPENSION or TERMINATION from the contract. Non-compliance is tracked and included in Partner performance reviews.
FAILURE TO MEET MINIMUM REQUIREMENTS:
Per the minimum requirement details (set forth in the application the Partner completed) Partners are required to meet or exceed the minimum requirements. Failure to do so may result in SUSPENSION or TERMINATION from the contract. Non-compliance is tracked and included in Partner performance reviews. Below are some examples of Minimum Requirements (refer to application for full details):
Not meeting the Annual Minimum Contract Sales requirement
Contact Information not being updated within 10 days on the web portal
Late Contract Administrative Fee(s) payment and/or failure to submit Proof of Payment
Not maintaining the minimum required Cisco Certification Level
This will be strictly enforced.

20. General Contacts – We Are Here to Help!
Should you have any questions or issues while completing the report template or upload process to the Web Portal, do not hesitate to reach out to the below contacts:
Other Direct Contract Questions:
NVP General Contract Questions:
NVP Detailed Reporting Questions:
Pricelist/SKU/Pricing Questions:
General Web Portal Questions:
Technical issues
Creation of new credentials
Data validation questions