Dell Solution Configurator

FAQ
For use with Dell Sales Reps and Distributors or
Solution Providers

The information contained in this presentation is proprietary and considered Dell Technologies Confidential Information. THIS INFORMATION IS
BEING PRESENTED FOR INFORMATIONAL PURPOSES ONLY AND ADDITIONAL TERMS AND CONDITIONS MAY APPLY TO YOUR
PARTICIPATION IN ANY OF THE PROGRAMS PRESENTED HEREIN. Dell Technologies reserves the right to modify the terms of the Program and/or
eligibility requirements applicable to the Program at any time or to terminate the Program at any time at its sole discretion. THESE MATERIALS MAY
CONTAIN TYPOGRAPHICAL ERRORS AND TECHNICAL INACCURACIES. THE CONTENT IS PROVIDED AS IS, WITHOUT EXPRESS OR
IMPLIED WARRANTIES OR GUARANTEES OF ANY KIND.
In this document, “Dell Technologies” refers to the business units previously referred to as “Dell” and “Dell EMC” and excludes Boomi, Secureworks,
Virtustream, VMware and their respective independent partner programs.

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This document is an interactive guide to support
our Partners & Internal Sellers with Frequently
Asked Questions if assistance is required
with configuration & collaboration through to
order placement in DSC

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Dell Solution Configurator
Click the button in each section to be directed to the relevant help FAQ. Click the Home button to return to the Main Page.

Introduction Access Configuration & Deploy & Support Deal Registration

Professional Services
Custom

Manage Accounts Collaboration Versioning Quote/Export Pricing

Checkout Order Tracking Support Hints & Tips

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Introduction to Dell Solution
Configurator

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Introduction to Dell Solution Configurator (DSC)

• DSC is the single configure-price-quote-order platform for all Dell Technology Partners

• Dell Technologies’ goal is to create an End-to-End business case to consolidate Partner facing tools and enhance the existing policies and processes.

• We have aligned on the Dell Solutions Configurator as our integrated quoting platform where you can configure, quote, and order Storage, Server, and Networking products.
Quote and order capabilities are available for direct purchasing Partners only.

• Using DSC drives a seamless online experience augmented by the collaboration to allow Partners effectively manage their business across the products portfolio.

• MyQuotes will not be retired in the short term. However, Dell Technology products that are available on MyQuotes are transitioning to DSC.

• During the MyQuotes to DSC transition, we will be limiting our Partners’ access to MyQuotes in a phased approach throughout the year.

• New Dell Technology products are expected to be available exclusively in Dell Solutions Configurator.

THE ENHANCED LANDING PAGE:

• To simplify the navigation by reducing scrolling and getting to the right section faster, we have modernized the DSC user interface with the same accessible design elements as
Dell.com.

• New Solution Preview gives you a preview of the solution contents without having to open the solution.

• Navigate to the Feedback section in DSC if you would like to share your feedback, suggestions etc.

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Access Dell Solutions
Configurator

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Access/Admin/Navigation 1/2
HOW DO I ACCESS THE D E L L SOLUTIONS CONFIGURATOR TOOL?
• You can access the Dell Solutions Configurator tool via the Partner Portal. After logging into the portal, go to Sales and Purchase. Click on Dell Solutions Configurator
and then click on "Launch Tool". Dell Solutions Configurator is also available in the Quick Links section on the home page.

HOW DO I KNOW IF I AM A “DIRECT” PARTNER?

• When you login into the Partner Portal, click your name in the masthead and you will see two profile attributes displayed: Purchase Path and Specialty Product Purchase Path.
These two attributes will either say "Direct" or "Distribution". If either one indicates "Direct", you are designated as "Direct" Partner and are authorized to quote and order in the Dell
Solutions Configurator. If you are designated as "Distribution", you will need to work with your Distributor.
WILL ALL PARTNERS HAVE ACCESS TO QUOTING AND ORDERING IN THE D E L L SOLUTIONS CONFIGURATOR TOOL?
• Quote and order capability will be auto-enabled based on the Partner’s purchase attributes (established during Partner onboarding). You can check your purchase attributes
under your user profile "Purchase Path" & "Specialty Product Purchase Path" :

• Purchase Path set as "Direct" - the Partner can quote / order heritage Dell products (for example, Client and Server products)

• Purchase Path set as "Distribution" – the Partner can configure only. Solutions can be shared with the Partner’s designated Distributor and the Partner can request a
Distributor quote

• Specialty Product Purchase Path set as "Direct" - the Partner can quote / order Hyper-Converged Infrastructure (HCI) or Dell EMC flagged products

• Specialty Product Purchase Path set as "Distribution" - the Partner can configure only (Hyper-Converged Infrastructure (HCI), or Dell EMC flagged products). Solutions can
be shared with the Partner’s designated Distributor and the Partner can request a Distributor quote

• Dell Solutions Configurator access is given automatically once the user is onboarded/linked to the company profile. However, quote/order access can be enabled/disabled by
the Administrator in the Partner Portal.

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Access/Admin/Navigation 2/2
COMPANY ADMINISTRATOR, WHAT DO I NEED TO KNOW?

• Administrator in Partner Portal (company Administrator) can provide user access to different Partner Tracks in other countries (if applicable). Partner Tracks must be linked to the
same Master Group account. If different, please reach out to Partner Account Management (raise a case in Partner Portal: HERE).

• Company Administrator manages user's access to Partner Portal applications like Deal Registration, Solutions Configurator, Campaign Builder, Rebates, MDF, etc. To check
who your Administrator is:

• Login to the Partner Portal: https://partner.dell.com

• Click “View my Partner Account admin” under your profile icon:

WHERE DO I GET INFORMATION OR TRAINING ON THE TOOL?

• You can access training on the Partner Portal. After logging into the portal, go to Sales and Purchase, click on Solutions Configurator, and click on Tab “How to Use DSC” to
find the reference guides, training videos, etc.

HOW DO I LOG A TRAINING OR SUPPORT CASE?

• You can click on the “Report an Issue” link in the Dell Solutions Configurator to log a case (the case can be opened when the Dell Solutions Configurator is launched, by
clicking on "Support” and selecting: Report an Issue). You can also go to the Partner Portal, select Support from the main page, click the “Application Support”, Raise a Case
and select Solutions Configurator case type from the drop-down menu.

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Configure a Product

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Configuration 1/5
HOW CAN I SEARCH/ADD PRODUCTS TO THE CONFIGURATOR?
• Once you have logged in to DSC, click on "Create New Solution”, Search and select a product using the product name (VXRail, Unity XT, Powerstore, etc.), or select from
the products category list.

• Once the products have been found, click on “Add Product” and this will bring you to the configurator where you can select hardware, software, services & support.

• You can import your configuration from the Midrange Sizer Tool (in JSON format only). You will have to add software and service in the configurator for valid configuration
(video available in Partner Portal- DSC - Resources).

*Our Data Protection offers can be found under Data Protection Appliance; Midrange storage products are listed under the products catalog.

• Guided Journey is available for multiple products: Unity XT, Powerstore, Isilon, PowerProtect, etc. You can configure Unity XT in Midrange Sizer and Powerstore in Powerstore
Sizer and download in JSON format to upload in the Solutions Configurator:

Midrange Sizer: https://midrangesizer.emc.com/ Isilon Sizer: https://isilon-sizing-tool.herokuapp.com/

Powerstore Sizer: https://powerstoresizer.emc.com/

HOW TO QUOTE AN UPGRADE FOR VXRAIL/UNITYXT THAT WAS ORDERED IN MYQUOTES?

• Upgrades for assets that originated in MyQuotes: VXRail, Unity XT etc. are available in DSC now
• Please note that where you have a Unity XT upgrade and where the original order was placed in MyQuotes, you will need to ensure that the serial number is included and linked
to the parent asset. You have the option to search & apply the serial number in DSC by clicking on ‘Solution Upgrade’ (select the appropriate type: Serial Number or Service
Tag from the list for the asset to upgrade).
• For VXRail upgrades, the upgrade order should be created as a Point-of-Sale order, you can search the product catalog and select the appropriate upgrade item (for more
information please refer to our Resources section in Partner Portal).

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Configuration 2/5
WILL NON-STANDARD QUOTE LIKE EVAL, LEASE, TRY/BUY, ETC. BE AVAILABLE?
• Anything that is not a standard quote, will need to be handled off-line with your Sales Rep.

SOLUTION GROUPS, WHAT DO I NEED TO KNOW?

• Groups tab allows you to manage multiple solutions by adding them to specific groups. Grouping allows you to view the pricing of related items as a single unit. It also helps
you during the quote process in case shipping instructions. Ship-to address must be changed for a specific group.

• Ship to address can be changed for Individual Groups using the 'Change' link under each Group. Quote would be created using the Groupwise Ship To address. Ship to
change or selection at the header would update all the Groups.

• Shipping notes can be added under the Groups tab to include shipping information/requirements. Scroll down and click the Shipping Instructions link to add shipping
notes or comments for each shipping group.

WHAT IS THE SINGLE QUOTE CREATION FOR MULTIPLE SOLUTION GROUPS?

• It allows Partners to create a single quote for solutions containing multiple Solution Groups. This function will display within “Create Quote” step when applicable. Partners can
create multiple groups within one quote, if they require products to ship to multiple locations for one deal/end customer.

MERGE SOLUTION, WHAT DO I NEED TO KNOW?

• "Merge Solution" is a great option to leverage when creating similar versions with different offerings.

• You can "Save As" each project and use "Merge Solutions" at a later stage when you need to combine these solutions into one quote/order.

HOW CAN I ADD T H E CONFIGURATION MADE IN SIZING TOOL INTO THE SOLUTIO NS CONFIGURATOR?
• Products such as Powerstore and Unity XT configuration can be imported from the sizing tool (JSON format only) into Dell Solutions Configurator.

• "Import from sizer" option is available in the drop-down menu in the product catalog (Add Product section).

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Configuration 3/5
WHICH SHIPPING METHOD SHOULD I SELECT?
• Within the “Groups” tab you can select your shipping method. For products like Unity XT, and Powerstore, there is a reference guide listed to provide guidance on the correct
shipping method to select based on your ship to country. (Shipping Method Guide)

• If your ship to country is not specified in this guide, please engage with your Partner Success Program Manager (PSPM) or PXC for assistance.

• We are currently working on simplifying the shipping method selection as well as making the relevant Incoterm transparent for applicable products.

HOW CAN I REMOVE ERRORS IN THE SOLUTION?

• Soft warning/error: Soft warning/error will not prevent you from placing an order. This is just a notification related to configuration/service/support.

• Hard warning/error: Hard warning/error will prevent you from placing an order and can be removed by following the instructions under the error display. The error section will
display information on what needs to be fixed/completed to remove the error from your configuration.

• EOL (end of life) products/components: you will be able to view your products even if they are EOL but you will not be able to place an order. When products are updated in the
product catalog or set as EOL, you will be required to update the configuration with appropriate products/components and “Save As a New Solution” to remove the errors.

WHAT IS THE QUOTING AND ORDERING PROCESS FOR TLA'S SPECIFICALLY?

• SW TLA's are currently available for quoting through MyQuotes – there will be a transition plan to DSC towards the end of the year*.

• For HW-only offers (for products enabled in Dell stack) they are available to quote through DSC.

• There is a review/approval process for those quotes with the TLA ops team to review whether the TLA contract is valid.

Note:
• The schedule is tentative and is subject to change without notice.

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Configuration 4/5
CAN A QUOTE BE AMENDED ONCE IT HAS BEEN CREATED?
• No, quotes cannot be amended. However, you can copy and save as a new solution. If you need to amend Ship-to or Install At, this can be edited at the order summary
level. Other changes, like pricing, or configurations are not allowed.

DOES MY SOLUTION EVER EXPIRE?

• No. However, you may need to replace the product based on end-of-life. (Error in DSC will display as follows: Products no longer available. The following product(s) are no
longer available. Please replace them with appropriate products or contact your Dell representative for assistance.)

HOW DO I REQUEST A PS CUS (PROFESSIONAL SERVICES CUSTOM) QUOTE?

• You will need to work with your Dell Sales team who will engage the correct internal teams to scope the request, prepare a Statement of Work (SoW) and align on the best
solution. A PS CUS SKU cannot be added directly from the DSC catalog.

HOW DO I KNOW WHO TO ENGAGE WITH?

• If you have a deal registration for the HW/SW portion of your opportunity, you will be able to see the sales team associated with this deal when you link it to your solution in
DSC. When the deal registration is linked you can click on “Collaborate” and in the dropdown, you will see “Select contacts from associated deal”. You will see the aligned Sales
team in this view.

• If you do not have a deal registration, you can log a case with the PXC for assistance under DSC > Support > Report an Issue. Provide them with the end-user details, then they
will be able to search for the correct contact.

• For Storage - DCSE / Enterprise AE and for Server/Client - TSR / iPAM

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Configuration 5/5
HOW DO I KNOW IF MY REQUEST HAS BEEN APPROVED?

• The Dell sales rep will follow the internal process to ensure that the correct Pre-Sales Solutions Architect (PSA) is engaged. The PSA will scope the request and provide the
Statement of Work and associated costs to the Dell sales rep. The Dell sales rep will align with you to ensure you are happy with the SOW and will ask you to sign and return
this document.

HOW DO I PLACE THE PS CUS ORDER?

• The Dell sales rep will create a separate quote for the PS CUS request in our internal tools and will place the order on your behalf, ensuring that the signed PSOW is submitted
to the order booking team. As your order will be placed “offline” you will need to provide a purchase order to comply with our internal guidelines.

WHAT ARE THE NEXT STEPS?

• When the order is processed and booked by the order processing team, the relevant Dell stakeholders will contact you to arrange next steps.

HOW DO I KNOW WHO MY SERVICE DELIVERY MANAGER IS AFTER THE ORDER IS BOOKED?

• If you are unsure of who your SDM is, you can log a case with the PXC, provide them with the sales order number and they will be able to see the aligned Service Delivery
Manager.

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Select Support &
Deployment Services

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Deploy/Support
CAN I HAVE A SOLUTION WITH PRODUCTS OUT OF MYQUOTES AND SOLUTION S CONFIGURATOR ON THE SAME ORDER?
• No, products in MyQuotes can only be ordered in MyQuotes and the same with Dell Solutions Configurator.

HOW CAN I ADD DEPLOYMENT SERVICES TO THE SOLUTION?

• Partners without a Deployment Competency will only see Prodeploy or Prodeploy Plus SKU. Please select the appropriate option to ensure the solution is installed by a
certified engineer.

• Partners with a Deployment Competency will see two additional SKUs. Select a Certified Deployment Partner SKU when performing the deployment. Otherwise, select
Prodeploy or Prodeploy Plus.

HOW CAN I ADD HARDWARE SUPPORT SERVICES TO THE SOLUTION?

• Partners without a Support services competency should select a ProSupport or ProSupport Plus SKU for hardware.

• Partners with a Support services competency will also see the Partner Support SKU. Select the assigned Partner Support SKU when delivering support on this product.
Otherwise, select a ProSupport SKU.

• If a Certified Reseller T2 is delivering support and the Partner Support SKU is not visible, Collaborate with Sales or click Contact Dell within Dell Solutions Configurator.

HOW CAN I ADD SOFTWARE (SW) SUPPORT SERVICES TO THE SOLUTION?

• Partners without a Support services competency who selected a ProSupport SKU for hardware will see the corresponding default SW Support SKU selected.

• Partners with a Support services competency will also see the Partner Support SW SKU. Select the assigned Partner Support SKU when delivering support on this product.

• If a Certified Reseller T2 is delivering support and the Partner Support SKU is not visible, Collaborate with Sales or click Contact Dell within Dell Solutions Configurator.

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Link Deal Registration (DR)

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Deal Registration (DR)
IS DEAL REGISTRATION REQUIRED TO PLACE AN ORDER IN THE TOOL?
• Deal Registration is not required to place an order in the tool, however by associating a deal, you will get a Deal Registration discount applied automatically.

HOW TO LINK DR TO MY SOLUTION?

• Deal Registrations are an important part of doing business with Dell Technologies. After creating and saving a configuration in DSC, you need to register that solution by associating it
to a deal. You can associate your solution to an existing Deal Registration or submit a new one.

Below are some simple steps to register a Deal (video available in Partner Portal DSC, and resources for more information HERE).

• Steps to link DR to your solution: Click on “Associate with Deal.” Select the appropriate option: “Register a New Deal”, or Associate this Solution ID with an “Existing Deal”

- If “Existing Deal” selected, the DR window will display with all DRs under your name. Search for correct DR by Deal ID/Opportunity Name/End User Account or select the
appropriate one from the list displayed. Associate Deal screen will display all approved, non-expired deals across multiple Sales Motion Accounts, for a selected Partner Track
in Partner Portal.
- Click “Associate” and review all information before closing the DR window

• A new message will display to confirm Associate Deal completion:

• A new Solution ID, Partner Account and Distributor/Reseller Account Name fields are added to display currently deal-linked solutions to ensure association accuracy

Note:
• If you exit out from the DR window without linking the DR to solution ID, you will get notification in the DR box in DSC “pending association”. To remove this status, you will have to
re-version your solution in order to link the DR correctly.

• Any Partner User can Associate Deal by default, as long as the Partner User works for either Reseller or Distributor company listed on the approved Deal.
(Not limited to Deal submitter or manually added Reseller or Distributor Contacts anymore!)

• Once the Deal Reg is linked, the sales team supporting the customer and Partner are already available to collaborate with - Under « User Name » >
« Collaboration »)
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Manage Accounts
• End User / Request New End-User
• Bill To (save as ‘Favorite’)
• Reseller (save as ‘Favorite’)
• Ship To (save as ‘Favorite’)
• Install At

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Manage Accounts 1/5
Make sure you have selected correct Partner Track in Partner Portal applicable for your project/deal. This can be reviewed in Dell Solutions Configurator but in order to switch
to the correct Partner Track, go back to Partner Portal and select the correct one under your profile.

WHY DO I SOMETIMES HAVE TO APPLY TWO SOLUTION NAMES?

• The "Solution Name" in Install At is an user defined description that describes the assets within the grouping of products and services at your designated install at location. It
allows you to track the location the equipment will be installed at. Solution Name and Install At will print on your invoice/shipping documents. This is distinct from the Solution
Name that you give your solution at time of creation.

END USER, WHAT DO I NEED TO KNOW?

• This is the first step in the Manage Account and must be completed before filling out: Sold To, Bill To, Reseller (*for Distributors only), Ship To, Install At sections

• You can search by street, city and postal code for best search result match.

• We have also included customer type search to further improve your search experience. Please ensure to make appropriate selection for the best search results. If you are
unable to find your End User, try removing the Customer Type to see more search results. You can also search across all customer types by selecting: ‘select customer type’
from the Customer Type drop-down

• Once you search for your End User, address information is displayed. Click “Select” for the desired End User record.

• After selecting End User, you will be automatically taken to the Sold To selection screen, but you can always come back if changes must be made.

Note:
• Manage Account (Sold To, Bill To, Reseller* (for Distributors only), End Customer, Ship To, Install At) fields are mandatory for you to create a quote and place an order.

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Manage Accounts 2/5
CAN I CHANGE CURRENCY ON MY DSC QUOTE OR SOLUTION?
• No, Dell Solutions Configurator supports only local currency today. For additional currency options please work with your Primary Sales Rep.

WHAT DO I DO IF I CAN’ T FIND MY END USER IN THE LIST IN MANAGE ACCOUNT?

• Collaborate with your Sales Rep or “report an Issue” (open Solutions Configurator case type with Application Support) to identify the appropriate End Customer Number or
request a new End Customer Number to set for you in the system.

SOLD TO, WHAT DO I NEED TO KNOW?

• Sold To account is required for every quote and order. Sold to account # might be different from your Bill To account # and selecting Sold To is required before Bill To can be
selected. If you know your Sold To Dell Customer Number (DCN), you can find it by entering it into the "Dell Customer Number” Search.

• Top recently used accounts will be displayed with your Sold To view. If you don’t see your Sold To on the list, use advance search to expand your results.

• You can search for your Sold To account by company name, address, city, postal code and country. “Clear Search” option will clear current search results and display the
default (recently) used accounts.

• Once the Sold To account is selected, you will be asked to select a contact tied to this account. You can select contact displayed with your Sold To selection or search for a
contact by first or last name to narrow down your results. This contact will receive the order notification.

• MARK YOUR FAVORITES for Sold To - Click on the Star Icon next to the Sold To Name. You can do the same for contacts. After adding Favorites, they will land under
favorites tab next time you visit Sold To section.

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Manage Accounts 3/5
BILL TO, WHAT DO I NEED TO KNOW?
• You can select your Bill To only when Sold To is selected. Mark your FAVORITES for Bill To - Click on the Star Icon next to the Bill To Name. You can do the same for contact.
After adding Favorites, you will land under favorites tab next time you visit Bill To section.

• If your Sold To # and Bill To # are the same, you will be asked if you want to use your Sold To customer as your Bill To customer. Click “use as Bill To Customer” to apply
the same Bill to details.

• All Bill To accounts tied to your Sold To will be displayed under specific payment method. You can narrow down your results by selecting payment method: Net Terms,
Pre-paid (Wire Transfer, Credit Card, Prepaid check) and Third-Party Funding.

• Make sure the payment terms, address and contact information are correct before proceeding to next step. Select a contact that you want to receive the invoice.

• If you can’t find the correct Bill To account, please raise a case from the Solution Configurator page (Support > Report an Issue) or ‘Collaborate’ quote with your Dell Sales
Team for further support.

RESELLER CAPTURE, WHAT DO I NEED TO KNOW?

• Reseller section is mandatory for our Distributors in the new Manage Account section.

• Reseller can be searched using the: company name and Partner Track type.

• Once the information is filled out, please click Find Reseller and select from the search results list. Mark your FAVORITES Reseller.

• If you can’t find the Reseller, please raise a case from the Solution Configurator page (Support > Report an Issue) or ‘Collaborate’ solution with your Dell Sales Team for further
support.

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Manage Accounts 4/5
SHIP TO, WHAT DO I NEED TO KNOW?
• Direct partners will have option to select their Partner Ship to address or End User Shipping address.

• Our Distributors will have additional option to select Reseller Ship to Address.

• The Ship To address selection include the ability to search by street, city, state and zip code.

• Once the Ship To address is selected, please enter the mandatory fields: Contact Name, phone and email address and click Select & Confirm to save. Mark your Favorite Ship
To locations.

• You can create a new “Ship To” address within the tool at the Partner, Reseller (when applicable) or End User location.

Note:
• You can change Ship to & Install at addresses on an existing quotes before checkout (from the quote summary page), no need for additional pricing approvals but please note
that your changes will not be displayed in your solution page. Fore more information please visit guidance available in Partner Portal- DSC - Resources.

CAN I SHIP TO MORE THAN ONE LOCATION ON THE SAME ORDER?

• Yes, you can ship to multiple locations on one order. You will have to manage multiple Ship To addresses in “Group” tab for each individual location.

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Manage Accounts 5/5
INSTALL AT, WHAT DO I NEED TO KNOW?
• Entry of “Install At” information is mandatory for Storage products such as Unity XT, VXRail and Powerstore.
• We recommend that you complete the “Install At” address before your quote creation process.
• Enter the “Install At” solution name as a reference to manage projects.

• Direct partners will have option to select Partner Install At address or End User Install At address.

• Our Distributors will have additional option to select Reseller Install At Address.

• You have ability to search by address, city, state, and zip code.

• Once the Install At address is selected, please enter the mandatory fields: Contact Name, phone and email address and click Select & Confirm to save.

• If you can’t find the address, please use Create a new Install At address link on top of the page. Once you have completed all mandatory fields, the change is instant. “Create”
becomes visible for you to select.

Note:
• You can change Install At addresses on an existing quote during checkout (from the quote summary page). No need for additional pricing approvals. However, please note that
your changes will not be displayed in your solution page. For more information, please visit guidance available in Partner Portal- DSC - Resources.

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Collaborate a solution

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Collaboration 1/3
COLLABORATION, HOW DOES THIS WORK?

• Collaboration is the ability to share solutions: make sure to share within your company, Reseller, and internal Dell Sales Team when needed.

• Manage collaborators: you can edit, remove, and add new contacts/groups.

• You can set up your favorite contacts/groups.

• You can set up your own collaborator’ groups (Distributors will be able to add Reseller users as well) by adding their email addresses (please note that users will have to have
Partner Portal access to access DSC).

• Setting up your groups: when you click on “Add Group” type the name and add users from your list or type the user’s name to add them.

• Quotes associated with solutions that are shared are only accessible to users within your own organization.

• You will see all the Dell Sales team aligned to the project/opportunity when the DR is linked to the solution.

Note:

• Please note that Dell Sales Team contact format can vary:

• Legacy EMC users have a dot - [email protected]

• Heritage DELL users have an underscore - [email protected].

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Collaboration 2/3
WHAT SHOULD I DO IF I HAVE ISSUES CREATING AN ORDER IN THE D E L L SOLUTIONS CONFIGURATOR?

• The most efficient way to get your issues resolved is to click on “Report an issue” in the Dell Solutions Configurator tool or submit a case with Application Support (DSC –
case type).

WHAT IS THE FUNCTIONALITY FOR THE COLLABORATE BUTTON AND HOW DO YOU USE IT?

• The “Collaborate” button is to allow users to collaborate with their Dell Sales Rep or internal team members. You can also collaborate with your Reseller/Distributor. The user
sharing the solution they are working on, and whomever they share the solution with, will see it on their solutions page and receive an email with a link to go to that solution.

HOW CAN I SHARE SOLUTIONS WITH OTHER USERS?

• At times it is helpful or even necessary to collaborate with individuals in your organization when configuring a complex enterprise solution. Dell Solutions Configurator
makes it fast and easy to do just that.

• Create a list of the co-worker’s email addresses you collaborate with on a regular basis.

• Set any or all as defaults used to automatically share a solution.

• Access the list when sharing a solution, eliminating the need to reenter email addresses for every solution you want to share. (video available in Partner Portal-
DSC - Resources).

HOW CAN I COLLABORATE FOR ADDITIONAL DISCOUNTS?

• To negotiate additional discounts, you will need to navigate to More Options - ‘Collaborate’, where you will find the ‘Share Solution’ and ‘Price Request’ tab. Fill out all mandatory
information: price request amount (local currency) and justification for price request and ‘submit’ your request.

• For further information on Price Request please visit Pricing section in this document.

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Collaboration 3/3
WHAT IS AN “IMPORT QUOTE” FUNCTIONALITY?

• “Import Quote”

• Allows the import of any solution quote created for your business by the Dell Sales team.
• Can be used to import solution quotes created by others in the Partner organization.
• Enables Express Checkout of “order ready” quotes.

• To leverage the Import Quote functionality:

1. Click on the “Import Quote” button

2. Copy and paste the Quote ID# from the sales quote emailed by the rep (in the search box)
3. Click the “Import Quote” button
4. Click “Review and Checkout”
5. Click “Continue to Checkout” to proceed through the online order path

Note:
• Only the version owner/creator will be able to share the solution with other users, this is where “Import Quote” functionality comes very handy to share the quote number with
others within the company if the quote version was originally created by Dell Sales Rep.

WHAT IS A “QUICK SHARE” FUNCTIONALITY?

• The quick share functionality will allow Partner users to share a new version of the solution with the rest of the users on previously shared solutions (any user in the share group can
now update the solution to a new version, then click “More” and “Quick Share” to instantly share the new version with rest of the users).

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Create Solution Versions in
Dell Solution Configurator

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Versioning
VERSIONING, WHAT DO I NEED TO KNOW?
• Partner users don’t automatically have access to all versions of a quote. The version owner will have to collaborate the new version with the user(s), otherwise, the Partner
user(s) will not have access to the new version or new solution automatically.

• You have access to all versions of the solution that were created by you or shared by others with you (you will find them under “More - Other Versions”).

• Once pricing is approved, it will be shared back with you.

• If amendments need to be made to either the solution or the quote, then you are required to create a new version.

• Amendments can include changes to Configuration or Manage Account (as examples).

• When a new version is created, then any approved pricing is removed. You will need to collaborate back with Sales Rep or “Contact Dell” to re-apply your approved pricing
(submit a PXC Case which is accessed directly via DSC or via the Partner Portal, and our support team will be able to efficiently re-apply your approved pricing without going
through the approval routing again).

• “Share/Quick Share” is available to share new versions with other users (for more information around “Share” and “Quick Share” please refer to the “Collaboration” section in
this deck.
CAN I REVISE MY SOLUTION OR QUOTE?

• You can revise solutions by saving the solution as a new version or a new solution (“Save As”).

• Once you have created a new solution version or saved your configuration as a new solution, you can create a brand-new quote. Partner users cannot version quotes, i.e., from
Version 1 to Version 2.

• Solution name can be edited at a “new solution” level, but you can edit the solution version by saving the new version and using “More Options”.
Note:
• Edit Name. Each version of your solution can have an individual name.

© Copyright 2022 Dell Inc.

Export Quote Proposals

© Copyright 2022 Dell Inc.

Quote/ Export Pricing Proposal
HOW CAN I EXPORT PRICING PROPOSAL?

• You can choose to Export Pricing Proposal in the DSC tool (click on More Options and select Export Solution):

• “Export Pricing Proposal” provides the discounted pricing applied to the quote

• Select from various options: Include Price (*List price), choose format: Excel, PDF, HTML, XML

• Click on “Download”

• Save it on your computer in chosen file formats with key information

• SKU level pricing may be available in some regions for Excel and XML formats

© Copyright 2022 Dell Inc.

Pricing in Dell Solution
Configurator

© Copyright 2022 Dell Inc.

Pricing
HOW CAN I NEGOTIATE ADDITIONAL DISCOUNTS?

• You can submit Pricing Request in DSC, but a quote must be created. To request additional pricing follow these steps:

1. Go to More Options – Collaborate

2. Select “Price Request”. The contacts will be preloaded based on the products in the solution, the sales team linked to the opportunity attached (DR)/or product and your
favorite contacts. You can still add additional users if needed but “external” contacts must be limited to your own company (please do not add Reseller contacts when
submitting price requests)

3. Enter the price request amount (in your local currency) and justification for the price request

4. Hit Submit Request. Once done, a pop-up message will display letting you know that Price Request for Solution # has been submitted successfully. You will get a
notification email with the Request ID

• Submitted Price Request is tied to your solution # and can be viewed from the Your Solutions page in Dell Solutions Configurator. You can check the price request status by
selecting “Collaborate Solution” under “More Options” and selecting the Price Request tab or from the Collaboration tab (this must be added in the DSC preferences view).

• You will be able to track the request status within the price request details page (Pending Approval, Approved status, and assigned to contact).

• Once Price Request is approved, you will be able to export the price proposal to review your discount and total order price & place to order (“check out”).

© Copyright 2022 Dell Inc.

Place an Order through
Dell Solution Configurator

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Order Checkout 1/2
PLACING ORDER, WHAT DO I NEED TO KNOW?

• Check accuracy of all information before order placement:

• Sold To, Bill To, Reseller (for Distributor quotes), End User, Ship To, Install At, Payment Terms must match PO

• Configuration validity

• DSC will only allow you to place an order when all steps have been completed (otherwise go back to the section that needs to be corrected).

• The Quote ID needs to be created (blue and hyperlinked) in order to proceed with order check out.

• To place an order, you can click on the quote hyperlink or click on Review & Checkout section.

• Review the quote summary (check all the details and pricing summary displayed is correct).

• Quick review – check if all accounts are correct and configuration is applicable to your project.

• Answer export compliance, confirm and add in contacts for Order Acknowledgement.

• Review Terms and Conditions.

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Order Checkout 2/2
PLACING ORDER, WHAT DO I NEED TO KNOW? (CONT’D)

• Select your payment method.

• Once order has been placed:

• IRN – Internet Receipt Number will be generated.

Note:
• Quote can be created at list price, standard Partner price or negotiated discount. Therefore, it’s very important to check the price summary before placing an order.

IS THERE EXPECTATION THAT OUR PO WILL MATCH THE DELL QUOTE?

• Yes, the PO provided for this order will have to match details in the Dell Solutions Configurator quote.

CAN ORDERS BE AMENDED ONCE THEY HAVE BEEN SUBMITTED?

• In most cases, an order cannot be amended. Please reach out to your Dell Sales Rep for more information.

DOES MY SOLUTION QUOTE EXPIRE?

• Yes, the quote expiration is typically 30 days after the date of creation.

© Copyright 2022 Dell Inc.

Track orders and request
support

© Copyright 2022 Dell Inc.

Order Tracking
HOW DO I TRACK MY ORDER?

• Orders created from the Channel Dell Solutions Configurator are linked directly into the Channel Order Tracker tool (COT). There is a link to the IRN Internet Receipt
Number on the solutions page that will take you to the order tracking website:

1. Click on Internet Receipt Number to launch the COT

2. Click on the Order number for details or to download the packing slip

• Please refer to the COT guide for more information COT.

Order & Post-Order Support

WHAT ORDER & POST-ORDER SUPPORT IS AVAILABLE FOR PARTNERS TODAY?

• Channel Partners (globally) will have the ability to Log support cases for Dell Solutions Configurator issues. A Case Sub Type “Solutions Configurator” is available under
“Application Support” in the Partner Portal.

• Case Management Support for Performance or System issues, Administration or access issues, Configuration support (Product/SKU/Freight/Validation), Quote
Support, Manage Account (Billing, Shipping, End User accounts), Pricing related inquiries, Order Support (availability varies).

© Copyright 2022 Dell Inc.

Hints And Tips

© Copyright 2022 Dell Inc.

Hints And Tips
• Recommended browser: Google Chrome.

• Auto Recover Solution is recommended (available under « Username » > « Configuration Settings »): This setting enables auto-recovery of new unsaved solutions in
an event of a session-timeout/system crash. Auto-recovered solutions will be made available for recovery in your next login and such solutions will not be available
after 15 days.

• Set Auto-validation Preference (available under « Username » > « Configuration Settings »): When set to off, messages related to validation will not appear until the
“Validate” button is used. This is advanced functionality for experienced users only.

• Auto-Pricing (available under « Username » > « Configuration Settings »): When set to off, the user must click on the "Update Price" link in the solution price summary to
get the latest price.

• Make use of the Description/History section in DSC by adding information to each version so all collaborators will have up to date data.

USEFUL LINKS:

• Partner Portal link: https://partner.dell.com

• Solutions Configurator Support: https://www.dellemc.com/partner/en-us/auth/partner-support.htm#tab0=5

• Midrange Sizer: https://midrangesizer.emc.com/

• Powerstore Sizer: https://powerstoresizer.emc.com/

• Isilon Sizer: https://isilon-sizing-tool.herokuapp.com/

© Copyright 2022 Dell Inc.