User Guide

iQuote User Guide

21 July 2021

pastedGraphic.pngContents

  1. Introduction to this User Guide
  1. Introduction to iQuote
    1. iQuote Homepage
    2. Notifications
    3. How to Login
      1. Login to iQuote Universal
      2. Login for iQuote integrated into a Distributor or Reseller webstore
  1. How to create a New Quote
    1. Launching a New Quote
      1. Favorite Quotes
    2. Selecting a Product Family
      1. Select by Product Area
      2. Accessories
      3. Select by Product Attribute/Icon
      4. Search by Filter
      5. Product/Accessories Search
      6. Competitive Response Selector

Solutions

      1. HPE Flex Offers
      2. CTO Alternaitves
      3. Product Pricing
    2. Indicative Buy Price (IBP)
    3. Choosing the Screen View

Branches View

      1. Grid View
      2. Squares View
      3. Adding to Current Quote
    2. Adding Multiple Systems to Current Quote
  1. Guiding you through the quote

The Quote

Validation

    1. System Multiplier
    2. Copy Green Square
    3. Pre-Installed and Auto-Add Options

Adding/Removing Options

    1. Direct Manipulation of Options for a System

All Options

Options Search

      1. Top Recommended
      2. Training Credit Selector
      3. Assembly Services

Promotions

Banners

      1. Cashback Promotional Codes
      2. System Selection
      3. Technical Validation Notes
    2. Specification Notes

Margin

    1. HPE Financial Services
    2. HPE Financial Services Monthly Payments ‘As Low As’ Estimates

Quote Header

Save

Export

Email

Add to Basket

    1. V+ Symbol
      1. Padlock Symbol
      2. Copy Quote to Clipboard
      3. Favourite Quote
      4. How to Retrieve a Quote

Draft Quotes

      1. Saved Quotes
  1. Quote Transfer
    1. Tools and Resources

Tools

    1. Resources
    2. Submitting feedback and asking for Support
    3. Logging Out
  1. Account Settings

Training and Useful Information

1. Introduction to this User Guide

Welcome to the Hewlett Packard Enterprise (HPE) iQuote User Guide. This document has been put together to help guide you through the features of the tool. If you are new to iQuote or if you are only used to using certain features of the tool, this guide will provide you with everything you need to make the most of the fantastic benefits it will bring you.

Please note that any promotions shown in this Guide are Region Specific. If you’re unsure of which promotions apply to your region please refer to your Partner Business Manager.

  1. Introduction to iQuote

The iQuote Configure, Price, Quote tool helps Distributors and Resellers around the world to grow their HPE business by increasing revenue and margin through options attach, increasing quote accuracy and reducing quotation turnaround time. 

iQuote has a user-friendly approach to quoting HPE products. The tool caters for all levels of user capability – from the inexperienced through to HPE expert, with flexible interfaces containing different content levels. iQuote gives users increased flexibility and functionality when creating a quote, along with technical validation checks to ensure content accuracy. 

    1. iQuote Homepage

From here you can start a new quote, access saved/draft quotes, change your account settings, browse all the product families or access the tools and resources sections. All of which will be explained in this guide.

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    1. Notifications

On the top right-hand side of the homepage, and on all iQuote pages, Users will be able to see a green bell icon – Notifications. This feature has been developed to alert Users of new items within the iQuote tool. When there is a new notification to read, unread alerts will be shown. Clicking on this will open-up the Notifications panel for Users to be able to read and/or dismiss alerts:

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If alerts are not dismissed, they will remain in the panel for future reference. By clicking on a notification, it will display a pop-up, possibly with further information. 

    1. How to Login

There are two ways you can access iQuote, using iQuote Universal or iQuote integrated into a Distributor or Reseller webstore.

      1. Login to iQuote Universal

You can access iQuote using the Universal instances available in each country. The Universal instances display the full HPE portfolio with indicative HPE List Prices.  You can only export quotes from the Universal instance.

Go to https://iquote.hpe.com

To register in the Universal instance, please select the correct country from the countries list and then select ‘Register’.

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Enter your details and click on ‘Register’.  

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You will be sent an email with an iQuote Universal Log in and instructions on how to Log in. 

Go to https://iquote.hpe.com  Enter your email and password sent by email and click login.

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      1. Login for iQuote integrated into a Distributor or Reseller webstore

Users can check which Distributors offer iQuote on their webstores by clicking ‘Locate’ on at https://iquote.hpe.com. This loads a map, and by hovering over a region you can see which countries have Distributor integrated instances of iQuote.

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You will need an account on the Distributor webstore to access iQuote hosted by that specific Distributor. Using iQuote hosted on the Distributor webstore will allow you to see your final buy price, stock availability and also to place the order from iQuote through the Distributor webstore. 

An iQuote account on a Distributor’s webstore uses a single sign-on process, so there is no iQuote password created for this account.

  1. How to create a New Quote

In this section we will show you how to start a new quote and we’ll talk you through the configuration process as well as all the different functionalities you can expect to see and use within the tool to create the perfect solution.

    1. Launching a New Quote

Once you are logged into iQuote, you are presented with the Homepage and you can start a New Quote immediately by making a product selection. Or if you want to launch a New Quote from elsewhere in the tool, you can do so by clicking on  pastedGraphic_7.png which will always be at the top of the screen as shown:

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      1. Favorite Quotes

Under the “My Quotes” section in iQuote, you can save time by making quotes that you configure frequently ‘Favorite Quotes’.

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Once you have selected “My Quote”, to make a quote a ‘Favorite Quote’, click the white star next to the “Id” number in the left column of the listed quotes.

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Once the star has been clicked, it displays as a grey star:

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When viewing the browsing page, you will see a drop-down option above the word “Browsing”. Clicking the drop-down option will display all your ‘Favorite Quotes’, making frequently configured  quotes quick to find and add to the basket. To remove a Favorite Quote, return to “My Quotes” and click the grey star for it return to white and the quote is no longer a Favorite Quote.

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    1. Selecting a Product Family

There are several ways from the Homepage that you can start a search for a product family. This provides flexibility to the user, based on preference or the amount of information given in the customer requirements.

      1. Select by Product Area

On the Homepage you are presented with all the available Product Areas in iQuote, presented in large tiles.  Click on the chosen Product Area: 

pastedGraphic_13.pngOnce you have clicked on the chosen Product Area iQuote will take you to the following screen which shows you all the Product Families:

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Here, you can use the filters, open the HPE Competitive Response Selector (See section 3.2.5 of the User Guide) or simply select the Product Family you wish to quote. iQuote will then take you through to the Product Family View. Here you are presented with individual available models. This is the default view; however, you can switch to display different views by clicking on the view switcher. See section 3.4 of the User Guide.

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On this default view, you can review the detailed specification of any model by clicking the expand button shown. Whilst on this page, you can open-up ‘Accessories’ (See section 3.2.1.1 of the User Guide) or the HPE Competitive Response Selector (See section 3.2.5 of the User Guide), and the resulting context will be set to the current Product Family.

When you are ready to select a model for configuration, you can click the green plus button to select one system unit or enter the unit quantity in the box. iQuote will add the system unit to the basket and automatically take you through to the configuration screen for that system where you can add options and continue with a configuration until you are happy to save the quotation.

      1. Accessories

If you just want to purchase accessories without starting with a system unit, then you can do so by clicking on the accessories tile. If you are quoting for accessories for a specific system you can use the filter on the screen to look for it to ensure compatibility. 

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Once an accessory has been added to the basket it will appear in a yellow box if clicked to focus, otherwise a grey box, as shown:

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      1. Select by Product Attribute/Icon

Throughout the tool some product specifics will be highlighted to you with icons. Here are the ones to look out for:

TV  = Top Value (Region Specific)

 GO = Golden Offers (Region Specific)

 = Smart Buy (Region Specific)

 pastedGraphic_19.png  = Worldwide Regular models 

= FlexAttach (Region Specific)

pastedGraphic_20.png  = Flex Offers

pastedGraphic_21.png = Best Sellers (Region Specific)

pastedGraphic_22.png = Istasale (Region Specific)

pastedGraphic_23.png = Energy Star Certified

You may also have region specific tiles on your homepage. For example:

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Where you have visibility of these promotions, simply open the tile and a pop-up will appear for you to make your selections and add to basket.

      1. Search by Filter

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This view is guided selling and it can be selected from various points within iQuote.

After selecting a product area, if you don’t know which family will meet your needs, you can use the filters to narrow down your choices. While making selections in the filters, some choices won’t be available for further selection as iQuote automatically runs intelligent compatibility checks in the background.  The remaining families below will be those with at least one model matching the filters.  Choose from one of these results by clicking on the tile. 

Please note the Engage and Grow Points will only display as a filter if the instance of iQuote has Engage and Grow Points set up.

You will then be taken through to the Product Family View for detailed specification, price, stock and availability. Whilst on this page, you can open up ‘Accessories’ (See section 3.2.1.1 of the User Guide) and the HPE Competitive Response Selector (See section 3.2.5 of the User Guide).

Select a model for configuration by clicking the green plus button to select one system unit or enter the unit quantity in the box. 

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iQuote will automatically take you through to a new screen where you can view the current quote and continue with a configuration until you are happy to save the quotation.

      1. Product/Accessories Search

From the Homepage, if you know the product/accessory you are looking for, you can click on pastedGraphic_27.png and type the criteria into the Search field:

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Within this box, you can type a system part number in and jump straight to a quote for that part. Alternatively, you can type a product/accessory name e.g. ProLiant or you can further refine the search and type DL120. iQuote will then return results relating to the search:

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Once you have identified the product/accessory you are searching for, click on the add button, or enter the quantity into the box.  iQuote will then automatically take you through to the quote where you can view the current product/accessory selection and continue with a configuration until you are happy to save the quotation.

      1. Competitive Response Selector 

In Hosted instances and Universal instances of iQuote with a valid Partner Portal account, if you are selling against a product from another Vendor, then from the home page you can select the Competitive Selling tile. pastedGraphic_30.png

A window will pop-up and you can select the competitor name and any other filters you have the information for, and the selector will intelligently recommend HPE products that are comparable. The recommended products will be listed on the screen with top level information:

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If you click on ‘View’ next to product e.g. DL30 Server Gen10, the pop-up will close, and you will be presented with the Product Family View for detailed specification, price, stock and availability. 

Alternatively, once you select your product category from the homepage e.g. Servers, you will be presented with your product families, and have the option to click on the HPE Competitive Response Selector button, shown below. This will open a pop-up and you can then follow the same steps as above.

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      1. Solutions

Solutions is an option in iQuote from the browsing page, which offers preconfigured solution packages recommended by HPE.

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Select the “Solutions” option and you will be presented with a list of solutions which have been preconfigured. You can filter the list to narrow the search.

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The “Solutions” option is designed to save time configuring a quote, and in some cases offer discounted pricing by selecting a preconfigured quotes. You can select ‘View’ on the far-right column to view the price and see the full configuration in the basket.

      1. HPE Flex Offers

HPE SMB Offers 2.0 (Flex Offers), is a new systems enhancement that enables resellers, using iQuote, to create flexible BTO configurations and get the best pricing when attach rules are met.

The tiles show which product categories offer HPE Flex Offers.

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Select a product that qualifies for HPE Flex Offers, indicated by the symbol. pastedGraphic_36.png

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Once the server has been added to the quote basket, you can see the qualifying options required for the HPE Flex Offers discount:

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You add accessories with the symbol pastedGraphic_36.png until you have the total qualifying options. 

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Once all options have been added the total HPE Flex Offer savings is listed:

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Exporting the quote to excel or as a pdf shows the breakdown of HPE Flex Offers savings. The HPE Quote ID is the identifier for the promo quote, and the HPE Flex Offers OPG ID and the Qty Eligible for HPE Flex Offers are used by Distributor internal sales staff when fulfilling orders on behalf of a customer. The Deal End Date shows the end date for that promotional offer.

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      1. CTO Alternaitves

The CTO Alternatives feature in iQuote is excellent for finding stocked (BTO) systems, that can achieve the same or similar configuration as a factory build (CTO) with a faster lead time. Use the CTO Alternatives wizard in iQuote when the lead time is critical. You can locate this feature here:pastedGraphic_42.png

  Selecting the CTO Alternatives tile will load a screen with a button which will allow you to import an HPE OCA file containing a server configuration, to find the best possible in-stock match. 

Once you have imported your configuration(s), click the “Find Stocked Alternatives” button as shown:

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iQuote generates a list of in-stock configuration choices, based on CTO Configuration you have uploaded in the OCA file. iQuote will give each configuration a match score percentage and the choices are presented in match score order. The higher the score the closest the suggested configuration is to the one in which was uploaded. Browse the configuration choices using the left and right arrows above

 

Select the “Details” drop down as shown below, to compare the options:

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You can also order/filter the choices, by price and in-stock using the “Sort by” option as shown below:

  

Selecting ‘In Stock’ will display only server configurations where all SKUs are in-stock.

Select your preferred configuration choice by clicking “Choose” below the choice. You can then review your selection. Any unmatched items are presented, allowing you to choose alternatives or ignore.

 

In addition, select the drop down highlighted to search altenertive SKUs, along with their description:

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Once you have reviewed and chosen your configuration, select the “Add To Basket” button at the bottom of the review screen to load the configuration SKUs into the quote basket.

 

For further information on CTO Alternatives, please see the ‘CTO Alternatives FAQ’ document in the ‘Resources’ section of iQuote.

    1. Product Pricing

As you go through iQuote building your quote, you will notice that the pricing displayed is in three different colours. The colour coded pricing can be described as follows:

Grey: £2,668.66 = Last Price Shown (when you last logged in)

 Green: £1,689.00 = Confirmed Price

 Purple: pastedGraphic_46.png = List Price

Orange: £3,657.00 = Indicative Buy Price

      1. Indicative Buy Price (IBP)

Universal users will be notified of the Indicative Buy Price feature when they next login. To access these prices, users will need to follow the link to the Partner Ready Portal to login and confirm they are an HPE Partner.

Once authenticated, users will be passed back to iQuote and have access to better pricing on select SKUs. Users will be able to view the estimated reseller prices and the saving made.

    1. Choosing the Screen View

There are different Screen View options for you to use while creating a quotation. You can change your view throughout the configuration. To change the way you view the products, click on the icon shown below:

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You can then choose from Branches, Grid or Squares. You can also choose Filter as shown in Section 3.2.3. 

      1. Branches View

The Branches View allows you to view the Product Families within the chosen Product Area. You then have the added functionality to select pastedGraphic_48.png and expand the current view to display the individual models available within the current Product Family with the option to filter or use the HPE Competitive Response Selector. View the following two images:

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      1. Grid View

In the Grid View products are listed with a detailed breakdown of individual product attributes. The Grid View can be used to distinguish minor or major product specification differences between models. Each column can be hidden if less information is required on the screen by clicking on this icon pastedGraphic_51.png. Each feature category heading can be sorted to filter results by using the drop down or by using this icon pastedGraphic_52.pngto switch between the columns you want to filter by, select using the drop down. You can also apply the filter or the HPE Competitive Response Selector:

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        1. Exporting a price list

Also, in Grid View is the functionality to export a price list. Simply click on the Export icon as highlighted below:

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You will then be able to Open or Save a Microsoft Excel document listing the product attributes and prices.

      1. Squares View

The Squares view shows you the Product Families in the chosen Product Area and an image of the Product. iQuote also provides a top-level pricing and specification summary for each Product Family in this view, to further guide you.

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The information shown is grouped as shown:

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You can then make your selection and click through to start the configuration.

    1. Adding to Current Quote

From all screen views, you can add the chosen product to the current quote by clicking the pastedGraphic_57.png button or to add multiple quantities, type into the box pastedGraphic_58.pngand then click the pastedGraphic_57.png button or press ‘enter’ on the keyboard.

Once you have added a product to the current quote, iQuote will show it on the right of the screen, and the left side of the screen will change to allow you to see the specification and search/add options to the selected system:

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    1. Adding Multiple Systems to Current Quote

You can quote for more than one system type in a quote. While working on the current quote, click on ‘Browse’ or ‘Search’ and add a Storage product to a Server quote for example:

The coloured box highlights the system you are working on. Green for standard system, Red for offer system and yellow for accessories. To change to the other system, simply click on it, and the left side of the screen will change to allow you to configure that system.

  1. Guiding you through the quote
    1. The Quote

Here iQuote shows the quote ID. This is an individual reference number for revisiting a quote. A total price for the configuration (which dynamically updates as you add / remove systems and options) are also shown.

 

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      1. Validation

Clicking on the ‘+ Validation’ shows further important information relating to the specific quote.

   

 

 

pastedGraphic_61.png Critical error user needs to rectify to be able to export the quote or place an order.

pastedGraphic_62.png Warning important advisory information, requires acknowledgement relating to this product selection.

pastedGraphic_63.png Information or upsell recommendations, user needs to check and acknowledge information.

By clicking on the text next to the icons, the technical validation information will be displayed.

 pastedGraphic_64.png This warning needs to be acknowledged (by clicking on Click to Acknowledge) to proceed with the quote or place an order.

 

 

 

 pastedGraphic_65.png This error needs to be rectified to be able to export the quote or place an order.

 

 

   If you try to export 

the quote the 

following message will appear.

    1. System Multiplier

By using the plus and minus buttons under the title of a selected system in the quote, it is possible to add additional systems of the same type or decrease the number of systems.  Changing this number multiplies the fully configured system, so you effectively have the specified number of copies of the same configuration.   If you need the same system model, but with a different configuration, you use the green pastedGraphic_66.pngnext to the model name on the left side of the screen which will add a new, separate system to the quote.  Clicking the minus pastedGraphic_67.pngbutton when the quantity is 1 will remove the system square from the quote altogether. 

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    1. Copy Green Square

Once a quote has been added to the basket, it can be copied or split using the Copy Green Square button, highlighted below:

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Copying/Splitting a quote creates two identical configurations. This is a quick way to create two identical or similar quotes – keeping one quote, while adding further options to your second quote which you have just copied.

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The original configuration is not over written and you can further configure your original quote without overwriting it.

    1. Pre-Installed and Auto-Add Options

In each system square in the quote, a Pre-Installed section is present that can be expanded to show some of the most relevant options that are pre-installed into the system unit SKU from the factory.  These can be viewed by expanding the grey ‘Show Pre-Installed’ section of the quote as shown. 

Also, depending on the system model, you may see, below the Pre-Installed options, one or more other options already added the quote, such as Hardware Support Service or an Operating System for servers.   These are present in cases where HPE highly recommends that certain options should be included for the best customer experience and are referred to as Auto-Add Options. 

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    1. Adding/Removing Options 

To achieve the required system configuration, you can add or remove options to/from the selected system in several ways: selecting from Top Recommended options, browsing All Options, using options Search, and directly manipulating the quantity of options in the basket with pastedGraphic_71.png and pastedGraphic_72.png.

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      1. Direct Manipulation of Options for a System

Within the selected system of the current quote, you will see the Pre-Installed system components as mentioned in 4.3 as well as “attached” options which include any Auto-Add options, plus options added using any of the methods described below.  From either type of option, you can click pastedGraphic_71.png to add one more of the associated option to the system.  Since the quantity of Pre-Installed options cannot be changed (It’s how the system unit was configured from the factory), clicking pastedGraphic_71.pngfor a Pre-Installed option will add a row for the selected part number to the list of options below the Pre-installed section.    Clicking  pastedGraphic_71.png on any of the attached options will simply increase the quantity by 1.  

For attached options, you can directly enter the desired quantity into the box and press Enter to apply.  You can also decrease the quantity by clicking pastedGraphic_72.png.  Clicking this when the displayed quantity is 1 will cause the option row to be removed from the quote.

As option quantities change, iQuote will constantly evaluate and verify that the configuration is valid and that you can successfully install all the attached options into the system unit upon delivery.   If there are any rule violations, you will see Technical Validation Notes (See section 4.6).    

To further help you achieve the desired configuration, iQuote has a feature that allows you to “Remove from Validation” any of the Pre-installed options.   To remove a Pre-Installed option from validation, click pastedGraphic_74.png, and to re-include that option in the technical validation click pastedGraphic_75.png.   You may want to use this feature if you plan to remove a factory installed part after delivery then replace it with one of the added options, and you want the validation to properly consider this intention. 

Finally, to help you find and add options, clicking any of the options already in the quote will cause the left side of the screen to navigate to that option category. 

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      1. All Options

To browse the full catalogue of options compatible with the currently selected system click on pastedGraphic_77.png and from here you will be presented with categories that you can tab through to select.

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      1. Options Search

If you know which options you would like to add, simply click onpastedGraphic_79.pngand a search box will appear to type the requirements:

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      1. Top Recommended 

If adding a system to a quote, or re-selecting a system, Top Recommended is the default view. This view is designed to provide you with HPE’s recommendations or the most popular options in various categories.   For most systems you will see two or three top recommended services under each icon for quickly adding to the quote or replacing the Auto-Added options. Click each icon to see the options available.

Some Top Recommended categories may have additional features to guide your selection such as the ‘Help me Choose’ button pastedGraphic_81.png for Services which link to an enhanced filter and grid view of compatible services.

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        1. Help me Choose Filter

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      1. Training Credit Selector

Education Services are available within iQuote in two ways. Once you have a system in the quote you will see a Training Credit option in Top Recommended options. Alternatively, you can select pastedGraphic_84.pngwhich will open-up the Selector. 

  pastedGraphic_85.png

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Here you can switch between filters on the left and view the ‘Recommended Courses’ and ‘Additional Available Courses’. You are told the duration of the course and by clicking on the pastedGraphic_87.pnginformation icon you can click through to more information on a PDF Course Data Sheet. Once you have decided on which course is the right one for you, simply enter the number of students and click the pastedGraphic_88.pngTraining Plan button. 

A pop-up will appear showing you the selected course, number of students and how many training credits are required to finance the course. 

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Export your training plan (This is required before you can add the credits to the basket). This will appear as an Excel Spreadsheet file with all the details displayed. You can then select pastedGraphic_90.pngonce you’re happy with your selection.   

It will show in your basket as ‘Education Services’ like in the example below:

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      1. Assembly Services 

Distributors can offer Assembly Services in their instance of iQuote.  Once this has been set up, when a user has configured a server, they can select ‘Build this configuration’, for a chargeable service to build the configuration before delivery where hardware options and software can be installed.

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    1. Promotions

Within iQuote there are certain Regional/Country and Host Specific Promotions. These can be viewed at various stages throughout the configuration process.

      1. Banners

Banners are placed strategically in iQuote to assist and guide you with Promotions which may be relevant to the quotation. Clicking on these Banners has a variety of different actions, depending on the individual banner.

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      1. Cashback Promotional Codes

 iQuote now accept HPE cashback promotional codes for specific HPE products within iQuote. 

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Products in the cashback promotion can be identified via the highlighted icon shown below:

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To view the cashback amount available, hover over the icon.

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Users have the option to select SKUs that qualify for the cashback promotion using the filters: 

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  To apply a cashback promotion code to a SKU, enter the promotion code supplied by HPE into the delegated box  and click ‘Apply’.

 

 Once you have entered the promotion code sent directly from HPE, then a message will display to confirm that the promotion has been applied.

      1. System Selection

While selecting a system to add to the quote, you can see which systems form part of regional specific promotions. For example, Smart Buy Promotions are available in this Product Family and are highlighted for you by using pastedGraphic_99.png.

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Alternatively, if using a different view within iQuote, such as Filter, you may start a configuration by selecting a regional promotion such as ‘Smart Buy’.  As shown in the following screen shot:

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Finally, you may have region specific tiles on your homepage. For example:

 

Where you have visibility of these kind of promotions, simply open the tile and a pop-up will appear for you to make your selections and add to basket.

    1. Technical Validation Notes

iQuote will technically validate a system configuration. The Technical Validation section contains notes to guide you. These ensure that the combination of options you add to the current quote is accurate and does not violate any limits or configuration rules.

When you are in the current quote, you may notice the following symbols which acts as prompts for you to correct the configuration:

pastedGraphic_102.png Critical Errors

pastedGraphic_103.pngInformation or Upsell Recommendations

pastedGraphic_104.png Warnings

By left clicking on the icons, you will receive detailed Technical Validation Information and Guidance. For Example:

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    1. Specification Notes

To review specification details of a system in a quotation you can do so by clicking on this icon pastedGraphic_106.png and further information will appear as shown which can then be minimized by clicking pastedGraphic_107.png:

    1. Margin 

The margin button allows you to add a sale margin to the system unit, and for any additional options and accessories you have added. You can do so by clicking on this icon pastedGraphic_108.png and then entering the margin into the box provided, and by clicking pastedGraphic_109.png you will see that the margin has been applied to each line, as show below: 

 

If you need to increase or reduce the margin on individual lines in a quotation you can do so by clicking on the margin icon on that line in the quotation and you will have the option to amend it. Then click pastedGraphic_109.png.

    1. HPE Financial Services

HPE Financial Services is available in some countries. Where available, in the current quote you will see this icon pastedGraphic_110.png which is located underneath the save button. Once you click on this icon, a box will appear on screen as shown:

 

 You can change the lease term and type by using the drop-down arrows. If you change any of the terms, click the pastedGraphic_111.png button to ensure the correct value is shown.

If you decide to proceed with HPE Financial Services, then save the current quote and call the telephone number indicated on the HPE Financial Service Screen as shown below:

 

      1. HPE Financial Services Monthly Payments ‘As Low As’ Estimates

For countries where HPE Financial Services is available, the iQuote Universal instance allows a user to see estimated HPE Financial Services monthly payments for Hardware, Software and Printer SKUs as an alternative to a purchase price.  Monthly payments are visible while browsing and configuring and a running total of the estimated monthly payment is updated in the basket.

‘As Low As’ HPE Financial Services Monthly Payments can be seen in branch view, grid view and in the basket total.

Branch view:

 

Grid view:

pastedGraphic_112.png

Basket total:

 pastedGraphic_113.png

    1. Quote Header

Along the top of the current quote in iQuote, you have actions to choose from for when you have finished a quotation or need to pause working on it. Once these functions have been performed a message will temporarily appear to tell you the action has been taken.

pastedGraphic_114.png

      1. Save

iQuote will let you save a quotation at any point after the system has been added. To save the quote, type in a quote name and click save:

 pastedGraphic_114.png

      1. Export

The Export function pastedGraphic_115.png in iQuote enables you to produce a quotation in different document formats. Please note you will need to ensure there are no technical validation errors before you can export. When you click on pastedGraphic_116.png, you will be presented with a pop-up. Choose to show HPE Financial service options and select ‘Download’ then click ‘Export’:

pastedGraphic_117.png

      1. Email

The Email function enables you to send a quotation straight to an email inbox. Please note you will need to ensure there are no technical validation errors before you can email. Simply click on the Export function pastedGraphic_118.png, and an email address will automatically appear based on the login credentials. Choose to show HPE Financial service options and click on ‘Send Email’ then click ‘Export’.

 

 

      1. Add to Basket 

If the iQuote service is hosted within a supplier’s Web Store, you will be able to add the quotation to the Supplier’s shopping basket and make a purchase from the quotation. If this service is enabled, you will see this button: pastedGraphic_119.png By clicking pastedGraphic_119.png you will be taken through to the iQuote supplier’s Web Store, to complete the purchase. The bill of materials and pricing contained within the quote will be passed through to the Supplier’s eCommerce facility enabling you to complete the transaction.

      1. V+ Symbol

If a quotation shows the following V+ icon, after saving a quote, it means you can create a new version. This is especially useful if you want to send multiple quotes to a customer for comparison:

  pastedGraphic_120.png

      1. Padlock Symbol

If the quotation shows the following Padlock icon, it means the quote is currently locked for editing, for example; if you have already exported the quote. If you click on the padlock, it will create a new version of the quote.

  pastedGraphic_121.png

      1. Copy Quote to Clipboard

By clicking on the Clipboard icon, the SKUs and quantities will be copied to your clipboard as shown below:

 pastedGraphic_122.png

Clipboard View:

868710-B21        1

P00487-B21        1

H8QP7E               1

      1. Favourite Quote

Favourite Quotes allows users to create a list of favourite quotes for commonly generated configurations, saving users time on quotes they regularly create. The shortlist of quotes is available on all iQuote browsing and configuring screens to allow favourite configurations to be added to the currently stared quote

  1. How to Retrieve a Quote

When you first login to iQuote, or at any stage during the quotation process, you can click on pastedGraphic_123.png  and you will be presented with a full list of all previously saved quotes as well as any draft quotes.  Draft quotes include any quote that you start working on but have never saved or exported.  This feature ensures that you will never lose work from a session timeout or by prematurely closing your browser.

pastedGraphic_124.png

 

Select from the ‘Draft Quotes’ or ‘Saved Quotes’ tab and you can either scroll down the screen or use the search box to type in a part of the quote name, such as a Company/Customer Name that you entered when saving the quote.

The icons on the right of the screen allow you to:

pastedGraphic_125.png  Mark a quote as won

pastedGraphic_126.png Remove the quote

 pastedGraphic_127.png Export the quote

The other icons you see on the screen enable you to:

pastedGraphic_128.pngShow all versions of the quote

pastedGraphic_129.pngRename the quote

pastedGraphic_130.pngLocked for Editing

    1. Draft Quotes

If you want to go back and complete a quotation, click on ‘Draft Quotes’ and find the quotation you are looking for. By clicking on the quote, the following screen will appear to allow you to check for prices and stock that may have changed since you first started the quote. You will have the option to view the quotation (so you can edit it) or copy it to start a new quote.

 pastedGraphic_131.png

    1. Saved Quotes

If you need to return to a saved quote to check details such as stock and price, you can do so by entering ‘Saved Quotes’ and clicking on the relevant quotation. You will then be presented with the following screen which will allow you to create a new version of the quote.

 pastedGraphic_132.png

    1. Quote Transfer

 Quote transfer is available in Universal and Hosted instances of iQuote.  Quotes can be created, saved and transferred between instances of iQuote.  Once the user has saved a quote, they click on ‘Transfer this quote’ icon, 

 pastedGraphic_133.png

and then complete the details of the recipient.

pastedGraphic_134.png

To pick up a quote the receiving user needs to login into their instance of iQuote and go to ‘My Quotes’. In ‘Saved Quotes’ the user can select ‘Pickup Quote’ and copy and paste the Pickup Code from the Transfer email, and then select ‘Pickup Quote’ at the bottom of the window.

pastedGraphic_135.png

pastedGraphic_136.png

The Quote is locked pastedGraphic_137.png but the Recipient can create a new version by clicking on Create Next Version.  

pastedGraphic_138.png

If a quote is transferred to an instance of iQuote with a different currency, the quote will re-price to the currency of the Recipient’s iQuote instance.  If a quote is transferred to an instance in a country where particular parts do not exist, the Recipient will see a notification that those parts are not available, and ask the user if they wish to continue with the quote.

  1. Tools and Resources
    1. Tools

To access tools, click onpastedGraphic_139.pngat the top of the screen.

The Price List function allows you to type in a part number to generate a price list by system.

 Alternatively Copy/Paste a list of Part Numbers and Quantities from Microsoft Excel or an email table. iQuote will check that everything works together and turn a Shopping List into a quote.

    1. Resources

To access Training Materials, Deal Information and Promotional Resources click on the Resources button and you will be taken through to the following screen:

 pastedGraphic_140.png

You can then browse the materials and click through to the Resource you are interested in.

  1. Submitting feedback and asking for Support

At any point on the iQuote screen, if you have any feedback or support issues you can do so by clicking on pastedGraphic_141.png to the bottom left of the screen, as shown:

 pastedGraphic_142.png

Once you have clicked here, you will see the following screen where you can select the feedback type, enter a description of the query and provide an image detailing the query. Please be as specific and detailed as possible for the iQuote Support Team to be able to assist you with the enquiry:

 pastedGraphic_143.png

  1. Logging Out

When you have finished using the tool, it is important to Log Out for securing quotes from others and to ensure a complete information refresh when entering back into the tool. To Log out, click on ‘Log Out’ on the top right of the screen. 

For security reasons this message will also appear after a period of inactivity. Select Continue to continue working in iQuote.

 pastedGraphic_144.png

  1. Account Settings

By clicking on ‘Account Settings’ in the top right of the screen the following page will appear which enables you to amend your name, password, telephone number, language, currency and date formats: 

 pastedGraphic_145.png

Multiple logins for languages/countries are available for users with access to multiple Universal instances.

  1. Training and Useful Information

If you would like to see iQuote in action, please see our training video under Resources on the iQuote main menu.

For any training or support queries please use the ‘Submit Feedback’ link in the iQuote tool.

For enquiries relating to hosting iQuote contact: sales@channelcentral.net