Creating a Mixed Quote

The Mixed Quote is technically a Retail Quote for Sales & Service Partners (Retail SSP). 

This order type can be used to create a quotation where the maintenance will be quoted to the end customer and the you as the partner (SSP/VAR) are ordering licence materials.

Depending on the setup, the following features are available:

• No restriction on product family:
  If it is set up that there should not be a restriction or dependency for the selection of the product family, the Product Family selection step is skipped. Instead, you will be able to add products to the cart from any available product family on the Product selection page. This way, you can buy products from multiple product families in one order.
• DocuSign – Counter-Signer
  Depending on the setup, a Counter-Signer is required in DocuSign or not.

• Check of shopping cart
  If the Mixed Quote does not contain a retail product, the Mixed Quote is transferred to an Order (since no signature from the end customer is required in this case).
• Prices
  Depending on the setup, prices are calculated either:
  • directly via a price calculation per SSP over night
  • via an integration with SAP S/4 HANA system. 

To create a Mixed Quote, proceed as follows:

1. Navigate to menu "Orders".

2. At the top on the right side, click on button "Create New Order".

3. Select order type "Mixed Quote".

Note:
The available Order/Quote types depend on the configuration.
If for only one order type is configured, the system will skip the Order Type selection step and directly display the Account selection step.
If for two or more order types are configured, the system will provide the respective order types for selection.

4. Once you selected the Order type, the system displays a list of your customer accounts.

Here, select the account for which you want to buy products by clicking button "Select".

5. On the next page, the Product Families are displayed for which you are authorized to sell products. The product family is selected by clicking the respective tile.

Note:

The Product Family selection step is not displayed if it is set up that there should not be a restriction or dependency for the Product Family selection. 
In this case, you can buy products from multiple product families in one order. For this, a drop-down menu is available on the Product selection page where you can filter the products by Product Family or display products from all product families.

6. On the Product selection page, you select the product(s) and the respective quantity that should be added to the quote. The quantity is adjusted via the '+' / '-' icons in column "Quantity".

If no Product Family was selected before, you can select products from multiple Product Families using the drop-down menu.

7. Once the product(s) and their quantity have been selected, add them to the cart via button "Add To Cart".

8. The product(s) are added to the Shopping Cart. This is indicated by the number next to the shopping cart at the very top of the screen.

The "Shopping Cart" can be displayed and checked by clicking the arrow in line "Shopping Cart" at the top.

Note: The materials that are invoiced to the end customers have end customer prices. The materials that are invoiced to you as the SSP have SSP prices.

9. If the selection of the products and their quantity is correct, click on button "Proceed To Checkout".

Otherwise, you can remove them from the cart by clicking button "Empty Cart".

10. On the Checkout screen, the system displays information such as the product ID, product name, material group, license, price (incl. discount, if applicable) etc.

Additionally, a real-time pricing is executed again.

Furthermore, you have the following options:

• specify an external reference in field "External Reference (PO)"
• add a note via button "Add Note"

Product Rental Option

11. You can then either

• save the quote temporarily via button "Save Cart" (will be available in menu "Orders" on tab "Saved Carts")
• preview the quote via button "Preview Quote" 
• cancel the quote creation via button "Cancel"
• navigate back via button "Go Back To Products"

12. On the Quote Preview page, you can check the quote before creating it.

You can either

• save the quote for later via button "Save Cart" (will be available in menu "Orders" on tab "Saved Carts")
• create the quote via button "Create Quote" 
• cancel the quote creation via button "Cancel"
• navigate back via button "Go Back To Checkout"

13. By clicking "Create Quote", the system displays a pop-up asking to agree with the online order policy.

To confirm, activate the checkbox and click on "Create Quote".

14. Once the quote has been generated, the system displays the Quote Details.

Here, click on button Continue To Documentation.

15. On this screen, it is possible to

• display, download, and/or print the main contract via button Download
• decide if the quote should be sent to the customer for signature via DocuSign or if you want to download the quote to give it to the customer (Offline).
   See article >> Creating a Retail Quote for more information about both procedures.
• upload a file. For Offline Quotes, it is only possible to have one file uploaded. If a file exists already, it is not possible to upload further files.

In the Orders menu on tab "Quotes", you can access the Quote and display its details. Once the customer has sigend the quote, it is available on tab "Orders".