Article Number: 000103969
Premier: eQuotes
Summary: This article provides instructions on how to save, edit and retrieve Premier eQuotes. eQuotes give users the ability to prepare an order and save it for future purchase.
Article Content
Instructions
Your Dell Premier Webpage provides your organization with a customized, secure online toolset for purchasing, reporting, and product support. This is all backed by a dedicated account team that can adjust settings, and add or remove features and options that fit your organization. Your dedicated account team are the only authorized users that can make changes to your organization's Dell Premier Webpage settings and features. These include but are not limited to: adding and removing users, adding Dell Customer Number Billing details, adding/removing the ability to allow user’s access to Add/Remove/Edit shipping addresses, setting up Premier Reporting, and controlling the price of your Catalogs.
Saving an eQuote
Clicking on the video below will provide you with an explanation of how to create an eQuote on your Premier Page. Creating an eQuote video - English Only Video:
Creating an eQuote | Dell New Premier Video
Duration: 01:43
Closed captions: English only.
eQuotes let users prepare an order and save it for purchase later, or send it to be reviewed by an Authorized Buyer.
1. Once all desired products are added to your cart, view the cart and click on "Save as eQuote." (Figure 1: Saving your product(s) as an eQuote)
Figure 1: Saving your product(s) as an eQuote
2. Finalize the eQuote by completing all required fields (Figure 2: Saving your eQuote)
- Specify the name of your eQuote.
- If you need to send this eQuote to your purchasing agent and/or any other recipient via email, complete the appropriate fields. The selected Authorized Buyer has the ability to approve/purchase eQuotes off the Premier Page.
- Enter notes and description if needed (optional)
- Enter the Order Contact information
- By entering your Shipping / Billing address (optional), you enable us to calculate shipping costs and any other applicable fees, and by providing it, you save time when placing your order.
- You can even select your delivery and payment methods to save time when placing your order.
- Then click "Save eQuote". You will receive an e-mail confirmation with your saved eQuote information for future reference.
Figure 2: Saving your eQuote
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Retrieving an eQuote
Note: Manage your eQuotes and sales quotes in Premier with ease through an upgraded, more intuitive Quotes page. Now you can use dynamic search, re-quote expired eQuotes and combine multiple quotes into one order.
Clicking on the video below will provide you with an overview of how simple it is to manage your quotes in Premier:
eQuote Management Video
Duration: 00:54
Closed captions: English only.
There are two ways to retrieve an eQuote. You can click on the "Quotes" link located just below the top navigation, or you can view and retrieve your eQuotes from the "My Tools" section available on your Premier Homepage.(Figure 3 : Retrieving your eQuote)
Figure 3 : Retrieving your eQuote
Note: An eQuote can be retrieved by the individual user who saved it or by an authorized eQuote shopper or buyer.
Some user roles provide the ability to access another user’s eQuote information using the same "eQuotes" link.
1. The fastest way to find your quotes is to use the dynamic filtering search box. You can search by sales quotes, eQuote name, number, creator or buyer so the search box helps you locate your quotes. (see Figure 4: Purchasing a Dell eQuote).
2. If you need to purchase multiple quotes, you can easily select them and click "Purchase Selected". Select the quote that will be used to populate billing, shipping, and payment information for the entire order and click "Review Order".The selected quotes will move to your cart immediately. Note that you can verify and edit billing, shipping, and payment information during checkout.
3. At the bottom of your Quote page, you can access and view expired eQuotes. Clicking 'Requote" moves the eQuote to cart immediately and generates a new eQuote number. The new eQuote may reflect changes based on item availability and current pricing.
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Editing an eQuote
The editing feature allows you to modify an existing eQuote. Once modified, you can place an order or re-save as a new eQuote referencing a new eQuote number.
1. You can easily purchase a created eQuote - From within the eQuote list, click on the eQuote number. If you need to purchase multiple quotes, you can easily select them and and click "Purchase Selected". (Figure 4 : Purchasing a Dell eQuote)
Figure 4: Purchasing a Dell eQuote
2. To make changes to the quantity, open the eQuote by clicking the eQuote number, adjust the quantity and click "Save new eQuote" to save your changes. The updated configuration will be saved as a new eQuote referencing a new eQuote number. The original eQuote will not be changed and remains in your list until it expires or is deleted.
3. To make changes to the selected system, click "Configure" to re-open the configuration page and select your new options.(Figure 5: Editing your eQuote)
4. By selecting 'Continue Shopping' you can easily navigate to the Premier Homepage or explore the different catalogs available.
Figure 5: Editing your eQuote
You can have access to both eQuotes and Sales Quotes via your Premier Page. eQuotes are generated and saved via Premier by users of the store. They can be modified online prior to purchase. Sales Quotes are generated by a Dell Sales Rep. They can be retrieved and purchased through Premier but the quotes are locked. Any modifications require Dell Sales Support.
Note: To differentiate between the two types of quotes, the numbering systems are different. eQuotes generally start with a "1" and are 13 characters long. Sales Quotes are provided by your Sales Representative, are up to 13 characters in length and can contain a version number at the end.
To learn more about Sales Generated Quotes, please view our article: Premier: Sales Quotes
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If you have questions or need assistance.
Article Properties
Last Published Date
26 Feb 2021
Version
5
Article Type
How To