How-To: SAP C4C Sales Quote

SAP C4C Sales Quote How-Tos

Spine Representatives/Agents Manual
Prerequisites:
To perform the instruction described below, you must first login to SAP Hybris Cloud for Customer with a valid
user ID and password.

Contents
Getting Started: SAP C4C Basics ......................................................................................................................... 2
What is SAP C4C? ............................................................................................................................................ 2
Web Browser Recommendation..................................................................................................................... 2
Web Browser Settings..................................................................................................................................... 2
Logging In to SAP C4C Sales Quote System .................................................................................................... 2
Item Type of Sales Quote................................................................................................................................ 3
Terms to be familiar with................................................................................................................................ 3
Determining the Overall Status of a Quote .................................................................................................... 3
Quotation Process .............................................................................................................................................. 4
1. Create a Quote for Existing Customer ........................................................................................................ 4
2. Create a Quote for New Customer ............................................................................................................. 8
Contacts ............................................................................................................................................................ 13
1. Create a New Contact ............................................................................................................................... 13
2. Add New Contacts to Existing Sales Quote ............................................................................................... 14
Change the PR00 List Price of Quoted Product ................................................................................................ 16
Add “RA01 % Disc. from Gross” Discount to the Price of a Quoted Product ................................................... 18
Change the Item Type of Quoted Product........................................................................................................ 20
Create a New Quote with Reference to an Existing Quote (Revised Quote) ................................................... 22

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 How-To: SAP C4C Sales Quote

Getting Started: SAP C4C Basics

What is SAP C4C?
SAP Cloud for Customer (SAP C4C) is a software as a service (SaaS) platform for sales and service. The platform
is composed of SAP Cloud for Sales and SAP Cloud for Service, which are marketed as separate entities by SAP.
For RWMIC, the implementation of SAP Cloud for Sales covers the functionality for the new Sales Quote
process.

Web Browser Recommendation

SAP C4C is a very flexible product and can be opened in any latest version of browsers available in your
particular machine. However, our testing was limited to Windows machines and recommends installing and
using Google Chrome as your default web browser for SAP C4C.

Web Browser Settings

Before you access SAP C4C, in the web browser of your choice, you must first go to your browser’s popup
blocker settings and add https://my332869.crm.ondemand.com to your popup blocker exception list to
ensure that popup is always allowed on this site.

Logging In to SAP C4C Sales Quote System

1. To log in to the SAP C4C Sales Quote system, you need to enter
https://my332869.crm.ondemand.com to your web browser and press “Enter”. The SAP Hybris Cloud
for Customer login screen will appear as shown below.

Note: The first time you access the SAP C4C system, add the web page to you Favorites bar or
Bookmark bar for easy access to the login page.

2. Enter the User ID and Password then press “Enter”. If this is your first time to login to the system, you
will be prompted to change the password to your own as shown below:

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3. You will receive a message “The password was changed”. Click “OK” and you will be taken to landing
page of SAP C4C Sales Quote system as shown below.

Item Type of Sales Quote

The item type within a sales quote is determined base on the whether the product is New, Demo, REP or CRP
Agreement.

Terms to be familiar with

Item Type: New – the item is quoted as new sale.
Item Type: Demo – the item is quoted as demo sale.
Item Type: REP – the item is quoted as REP sale.
Item Type: CREP – the item is quoted as CRP Contract sale (Scopes only).
PR00 List Price – represents the selling price based on account selected (either the Buy Group or List price).
List Price 00 – represents the current List price of a new product and for information only.
List Price 19 – represents the current REP price of a refurbished product.
RA01 % Disc. from Gross – represents a percentage discount when discount is applied.

Determining the Overall Status of a Quote

Status Progress Approval Status Comments
Open Not Relevant Not Started Initial status remains until we Submit
Open Pending Approval Not Necessary Ready to be converted if PO is available
Open Pending In Approval Pending approval from Approver
Open Pending Approved Ready to be converted if PO is available
Open Pending In Revision Quote is back for revision with Rep
In Process Pending Approved Conversion to order in process
In Process Pending Approval Not Necessary Conversion to order in process
Completed Won Approved Converted to order Successfully
Completed Won Approval Not Necessary Converted to order Successfully
Completed Lost * Set by the user with reason for rejection

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 How-To: SAP C4C Sales Quote

Quotation Process
1. Create a Quote for Existing Customer
1. On the Work Center bar, select the “Sales” workcenter.

2. To the upper right of the “Sales Quote” view, click the “New” button to create a new quote.

3. Fill in the New Quote Header data.

a. In the Account field, type the account # or account name to display a list then select the account
that matches the customer.
b. Add a Primary Contact if one already exists. Leave Primary Contact BLANK if the contact is new.
Note: Refer to “Create New Contacts” and “Add New Contact to Existing Sales Quote” when the
contact is new.
c. Enter the Description and mandatory fields: Chance of Success and Expected Close Date.
d. Click the drop menu to display the Save options then click “Save and Open”. The Sales Quote will
open in the “Products” view.

4. With the Sales Quote open, go to the “Involved Parties” view to update the Responsible Rep/Agent.

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5. Update the Responsible Rep/Agent as follows:

a. In “Involve Parties” section, find the Party Role “Representative” and click the “Delete” button.

b. In the Party Role field, select “Representative”, enter the Spine Representative’s name and click
“ADD”.

6. To begin adding products, click the “Products” view then click the “Add” button to the right of the
“Products” section.

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 How-To: SAP C4C Sales Quote

7. In the “Product” popup screen, type partial product # or description in the “Product” field. Select the
desired product from the list to auto fill the product data and QTY. Changed the QTY and/or the item
type as needed. Click the “Add” button to add one single product or click the “Add and New” button
to add additional product.

Note: The “Item Type” determines whether the product being quoted is NEW, DEMO, REP or CRP
contract. The default item type is NEW.

8. After adding all the items the customer has requested, you are ready to get pricing. At the bottom
right of the quote screen, click the “Request External Pricing” button to price the quote.

9. PR00 List Price is returned from the SAP backend system to the quote as shown below.

Note: PR00 List Price is either the actual list price or the customer’s contract price. Notice that List
Price 00 (Information only) is higher than PR00 List Price. This indicates the price returned from SAP is
a contract price.

10. At the bottom right of the quote screen, click “Save” to accept pricing.

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 How-To: SAP C4C Sales Quote

11. Submit the quote to determine if an approval is required. Click the “Action” button at the bottom right
quote screen then select “Submit”.

12. In the Sales Quote Header section, review the “Progress”, “Status”, “Approval Status” and “Approval
Required” fields to determine the overall status of the quote.

Note: Refer to the section “Determining the Overall Status of the Quote”. The overall status
determines whether a “Not Valid” message will appear on the output or not. When the Approval
Status is change to “Approved” or “Approval not Necessary”, the “Not Valid” message will disappear
from the output.

13. Preview, print or save a PDF copy of the quote by going to the “Action” button and selecting
“Preview”.

Note: Do print or save a PDF copy of the quote until the approval status is changed to “Approved” or
“Approval not Necessary”. This is because a “Not Valid” message will appear in the output making
output unusable.

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 How-To: SAP C4C Sales Quote

2. Create a Quote for New Customer

1. On the Work Center bar, select the “Sales” workcenter.

2. To the upper right of the “Sales Quote” view, click the “New” button to create a new quote.

3. Fill in the New Quote Header data.

a. In the Account field, types “New Customer” to display a list of accounts for new customers then
select the appropriate account. (Please confirm contract/GPO affiliation of customer with National
Accounts Department)

b. Leave Primary Contact BLANK if the contact is new.

Note: Refer to “Create New Contacts” and “Add New Contact to Existing Sales Quote” when the
contact is new.
c. Enter the Description and mandatory fields: Chance of Success and Expected Close Date.
d. Click the drop menu to display the Save options then click “Save and Open”. The Sales Quote will
open in the “Products” view.

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 How-To: SAP C4C Sales Quote

4. With the Sales Quote open, go to the “Involved Parties” view and click the “Edit” button.

5. Scroll down to the “Address” section of “Party Details” and update the Name and all relevant address
fields with the new customer’s name and address information.

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6. Click on the “Products” view to begin adding products. To the right of the “Products” section, click the
“Add” button to begin adding individual products.

7. In the “Product” popup screen, type partial product # or description in the “Product” field. Select the
desired product from the list to auto fill the product data and QTY. Changed the QTY and/or the item
type as needed. Click the “Add” button to add one single product or click the “Add and New” button
to add additional product.

Note: The “Item Type” determines whether the product being quoted is NEW, DEMO, REP or CRP
contract. The default item type is NEW.

8. After adding all the items the customer requested, you are ready to get pricing. At the bottom right of
the quote screen, click the “Request External Pricing” button to price the quote.

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 How-To: SAP C4C Sales Quote

9. PR00 List Price is returned from the SAP backend system to the quote as shown below.

Note: PR00 List Price is either the actual list price or the customer’s contract price. Notice that List
Price 00 (Information only) is higher than PR00 List Price. This indicates the price returned from SAP is
a contract price.

10. At the bottom right of the quote screen, click “Save” to accept pricing.

11. Submit the quote to determine if an approval is required. Click the “Action” button at the bottom right
quote screen then select “Submit”.

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 How-To: SAP C4C Sales Quote

12. In the Sales Quote Header section, review the “Progress”, “Status”, “Approval Status” and “Approval
Required” fields to determine the overall status of the quote.

Note: Refer to the section “Determining the Overall Status of the Quote”. The overall status
determines whether a “Not Valid” message will appear on the output or not. When the Approval
Status is change to “Approved” or “Approval not Necessary”, the “Not Valid” message will disappear
from the output.

13. Preview, print or save a PDF copy of the quote by going to the “Action” button and selecting
“Preview”.

Note: Do print or save a PDF copy of the quote until the approval status is changed to “Approved” or
“Approval not Necessary”. This is because a “Not Valid” message will appear in the output making
output unusable.

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 How-To: SAP C4C Sales Quote

Contacts
1. Create a New Contact
a. Go to the “Customers” workcenter then “Contacts”. To the right of “Contacts” view, click “New” to
open the New Contact popup.

b. In the New Contact popup screen, fill in the First and Last name of the contact. Then search for the
account the contact needs to be associated with and press “Enter”.

c. The rest of the fields are now available for entry. Complete the relevant contact information and click
“Save”.

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 How-To: SAP C4C Sales Quote

2. Add New Contacts to Existing Sales Quote

a. Go to the “Sales” workcenter. Open the sales quote with missing “Primary Contact” and the “Edit”
button.

b. In the Primary Contact field, search for the new contact associated to the customer.

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 How-To: SAP C4C Sales Quote

c. Select the new contact from the list and click the “Save” button.

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 How-To: SAP C4C Sales Quote

Change the PR00 List Price of Quoted Product

Reasons for Changing a Product Price:
$ discount off of List Price 00, Demo Pricing, REP Pricing, CRP Contract Pricing, Promotion

1. With the quote open in “Edit” mode, highlight the product needing a price change and in the “Product
Pricing” section, go to the “Amount” field of “PR00 List Price” and change the amount.

Note: In the case of a Demo product above, the price was change to the price quoted by the Demo
Department Manager. Make the price change to all relevant products in the quote as needed.

2. Click “Request External Pricing” to update the price.

3. A new “PR00 List Price” is inserted in the “Product Pricing” showing the new price. Review each
product where the PR00 List Price was changed.

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4. Go to the “Approval” view. Click the “Edit” button and enter reason for price change and/or additional
% discount in the “Approval Note” section.

5. Click the “Save” button to save all quote changes.

6. Go to “Action” and select “Submit”.

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 How-To: SAP C4C Sales Quote

Add “RA01 % Disc. from Gross” Discount to the Price of a Quoted Product
Reasons for Adding a Percentage Discount the Product Price:
% discount off of List Price 00, Demo, REP, Promotion, Trade-In and other incentives

1. With the quote open in “Edit” mode, highlight the product needing a price change and in the “Product
Pricing” section, click the “Add” button to bring up the price component popup. Select RA01 - % Disc.
from Gross price component and enter the discount amount. Click “Add” to include the price
component to the Product Pricing.

Note: In the case of a Demo product above, the Demo Department Manager gave a 50% discount.
Repeat step 1 for each product being given a % discount.

2. Click “Request External Pricing” to update the price.

3. A new “RA01 % Disc. From Gross” is inserted in the “Product Pricing” calculation. Review each product
where the RA01 % Disc. from Gross was added.

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4. Go to the “Approval” view. Click the “Edit” button and enter reason for price change and/or additional
% discount in the “Approval Note” section.

5. Click the “Save” button to save all quote changes.

6. Go to “Action” and select “Submit”.

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 How-To: SAP C4C Sales Quote

Change the Item Type of Quoted Product

Reasons for Changing the Item Type of a Product:
Product is either New, Demo or REP and was not change during the initial product entry, Availablity of the
product as originally quoted has changed

1. With the quote open in “Edit” mode, in the “Products” section, go to the “Item Type” field of the
product you need the Item Type changed.

Note: In the case of the product above, New inventory is not available and the Demo Department has
a Demo product available.

2. Click the drop down to show the list of available Item Types and select “Demo”.

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3. Change the “Item Type” of other products as needed then, click “Request External Pricing” to update
the prices.

4. Click “Save” to save the changes to the quote.

5. Follow the steps on how-to “Change PR00 List Price of a Quoted Product”, as needed, for each
products based on the “Item Type” selected.

6. Go to “Action” and select “Submit”.

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 How-To: SAP C4C Sales Quote

Create a New Quote with Reference to an Existing Quote (Revised Quote)

1. Find and open the original quote then go to the “Sales Document” view.

Note: The “Sales Document” view may be hidden after opening the quote. Use the Left/Right Caret to
find it or click the “More” button.

2. To the right of the “Sales Quote” section, click the “New” button to create new quote..

3. The New Quote header data popup is displayed with all fields pre-populated with the header data
from the orginal quote. Make the change to the header data as needed then click the “Save and
Open” button to continue.

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4. The new quote opens with all the products and relevant data copied from the original quote.

Note: With line item 10 highlighted, you will notice that the % discount pricing adjustment is also
copied from the original quote. This is particularly helpful when a huge number of line items, with
pricing adjustments, are being copied as is with no additional changes.

5. To the bottom right of the quote screen, click the “Request External Pricing” button to recalculate
pricing. The % discount is inserted in the product pricing calculation.

6. Click the “Save” button to accept the pricing.

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7. Go to “Action” and select “Submit”.

8. The original quote now becomes a duplicate of the new quote and must be rejected. Open the original
quote if it is not open already. To the bottom right of the quote screen, click the “Edit” button. On the
header section to the left of the quote screen, locate the “Reasons for Rejection” field and select
“Revision” as reasons for rejection. Then click the “Save” button to reject the quote.

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