Cloud Services

Enterprise Marketplace

Quotes for catalogs
Published On Jun 06, 2024 - 2:55 PM

Quotes for catalogs

Enables buyers to generate and manage quotes with multiple catalogs and/or multiple quantities for each catalog. The quotes can be transformed into actual orders as needed.
The Quotes feature is currently available only in multitenant (MT) instances.
The Enterprise Marketplace Quotes feature enables buyers to generate quotes with multiple catalogs. They can also request multiple quantities for each catalog in the quote and view the detailed Bill of Materials (BOM) for each quote on the
Quote Details
page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation. Buyers can also place orders using quotes.
Quotes also provides the following features:
  • Create and manage multiple quotes
  • Configure and add catalogs to a quote
  • View the updated catalog count and the saved quotes
  • Delete the quote items from quotes
  • Edit the quantity for service using the
    Edit Catalog
    option on the
    Quote Details
    page
  • View the quote BOM
  • View the total estimated cost for the all the catalogs in the quote
  • Share a quote
  • Manage the quote lifecycle
  • Duplicate a quote
  • Compare quotes
  • Create an order from a quote
  • Add new items and increase the number of items in a quote
  • Create a quote based on a stack (an already provisioned catalog)
The system automatically updates and saves the quote when a catalog is added or removed from the quote.
In Kyndryl Modern Operations Applications, navigate to the
Quote
page. This page displays all the quotes that are owned by the current user. On the main page, in the common tasks you can click
Manage quotes
or
Create a Quote
. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.

Creating a quote

You can create a quote by selecting catalogs from the
Catalog
page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
Reserving stacks gives you the service you need only for the time you have reserved it. A reserved stack provides a discount of up to 75% over on-demand tack pricing. Additional parameters for reserved tacks require regional and stack definition, including defining the region and service area in the region, as well as service platform and length of offering.
If you want to create a quote for a catalog, complete the following steps:
  1. Click the
    Actions
    icon for the catalog that you want a quote for and select
    Generate Quote
    , or click
    Generate Quote
    on the details page for the catalog. On the
    Main Parameters
    tab, enter the following information for your quote and click
    Next
    :
    • Quote Item Name:
      Enter a name for the stack.
    • Quantity:
      If you are allowed to select multiples of the catalog, select how many you want in the quote.
    • Select a quote option:
      • Create new quote:
        If you select this, enter a
        Quote Name
        and a
        Quote Purpose
        for the new quote.
      • Add to an existing quote:
        If you select this, a list of all of the quotes that you own is displayed. Select the one that you want to add to.
    • Select the team you belong to from the
      Who is this order for
      list.
    • Organization:
      Enter the organization that you belong to. This field should be automatically filled after you select the team.
    • In the
      Select Context
      section, select the context that you want to use. This context is based on the team and organization that you select.
    • Select the account you want to use from the
      Which account are you provisioning to
      section.
  2. On the
    Additional Parameters
    tab, configure the additional parameters to reserve stacks. These parameters vary based on the provider and catalog. Complete all the required fields on this page and click
    Next
    .
  3. Add managed services to your quote, if Integrated Managed Services (IMI) is part of your solution. Infrastructure that includes middleware can be added as an add-on managed service. The option to apply add-on services to the quote appears in the window after service additional parameter configuration is completed and before quote review. Add-on managed services include the following types of services:
    • VMware with the Websphere application
    • IMI custom operations
    Complete the following steps to add a managed service to a quote:
    1. Select the desired managed service. Only applicable services are available for selection.
    2. Enter a name for the add-on managed service. The name can be, for example, a name that relates to the date or the purpose of the managed service.
    3. Select the name of the provider account.
    4. Click
      Next
      to save the configuration.
    5. Close the
      Add-On Configuration
      page.
    6. Check the status bar near the top of the
      Configure Service
      window to ensure the managed service add-on has been applied to the quote.
    7. Click
      Next
      .
  4. On the
    Review Order
    tab, ensure that the configured service is correct by reviewing the service details and additional details. A summary including price appears on the right side of the window. Click
    Previous
    to return to the tab with the incorrect information and change it as needed. Otherwise, click
    Next
    .
  5. To create your quote, click
    Add to Quote
    . If the quote is added successfully, then you are taken to the
    Quote
    page.

Sharing a quote

You can share any quotes that you own with organizations, teams, and users with the Viewer and Editor roles. The following rules apply to sharing:
  • Owner or Editor can edit
    Sharing Permissions
    when the quote is in the
    Draft
    and
    Review
    status.
  • When the quote is in the
    Ready
    and
    Inactive
    status, it will be shared with viewer access only when that quote had sharing permissions set while it was in the
    Draft
    or
    Review
    status.
When a quote is shared with users with the
Viewer
role, those users can view the other users with whom the quote is shared. Users with the
Viewer
role cannot share the quote with others.
Sharing a quote can be done from two different places:
  • Quote
    page: Click the
    Actions
    icon and select
    Share
    for a particular quote. On the slider, select to share the quote with
    Organizations
    ,
    Teams
    , and
    Users
    with the
    Viewer
    or
    Editor
    roles, or any combination of these.
  • Details
    page for a quote: Click the
    Actions
    icon and select
    Share
    option. On the slider, select to share the quote with
    Organizations
    ,
    Teams
    , and
    Users
    with the
    Viewer
    or
    Editor
    roles, or any combination of these.
The
Share
option will only appear if the
Share if (Owner/Editor)
is selected for the quote.

Duplicating a quote

Owners, Editors, and Viewers can duplicate a quote in any status. Duplicated quotes are created in the
Draft
status. You can duplicate a quote using the following methods:
  • On the
    Quote
    page, click the
    Actions
    icon for the quote and select
    Duplicate
    .
  • On the
    Details
    page for the quote, click the
    Actions
    icon at the upper right and select
    Duplicate
    .

Comparing quotes

You can compare two or three quotes from the
Quotes
page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation. This page displays all the quotes that are owned by the current user. To compare these quotes side by side, complete the following steps:
  1. Select up to three quotes by selecting the checkbox located to the left of each quote.
  2. Click the
    Compare
    button that appears in the action bar after you select at least two quotes to compare the selected quotes.
The
Compare Quote
page that is displayed contains the following tabs:
  • Grid View
    : Displays a summary of the quotes being compared, including the total estimated cost and the estimated quote total. You can arrange your quotes by
    Category
    or
    Provider
    by clicking the dropdown menu under the
    Arrange By
    header.
  • Details View
    : Displays the quote details for the selected quotes in two blocks of information:
    Quote Details
    and
    Quote Items
    . To explore the available catalogs and stacks that you can add to the quotes, this page includes links to the
    Catalog
    and
    Ordered Services
    pages.
In both the
Grid View
and
Details View
, you can deselect one of the quotes when comparing three quotes. Click the
Clear
button for the desired quote located in the upper right.

Deleting a quote

You can delete a quote only when it is in the Inactive state. For this purpose, use one of the following methods:
  • On the
    Quote
    page, click the
    Actions
    icon for the quote and select
    Delete
    .
  • On the
    Details
    page for the quote, click the
    Actions
    icon at the upper right and select
    Delete
    .

Managing the quote lifecycle

Quotes can be in the following statuses:
  • Draft:
    In this status, you can edit the quote, add new quote items, edit existing quote items, and delete quote items. You can move the quote from
    Draft
    status to
    Review
    or
    Inactive
    status.
  • Review:
    In this status, you can view the quote and quote items, but you cannot edit them. You can move quotes from
    Review
    status to
    Draft
    ,
    Ready
    , or
    Inactive
    status.
  • Ready:
    In this status, you can view the quote and quote items, but you cannot edit them. You can place an order from a quote only if the quote is
    Ready
    . You can move a quote from
    Ready
    status to
    Inactive
    status only.
  • Inactive:
    You can view the quote. This is the only status where you can delete a quote.
You can change the status of a quote using these methods, subject to restrictions based the status:
  • On the
    Quote
    page, click the
    Actions
    icon for the quote and select the status that you want to change to.
  • On the
    Details
    page for the quote, click the
    Actions
    icon at the upper right and select the status that you want to change to.

Creating an order from a quote

You can create an order from a quote that uses the selections that you made while creating that quote, including any add-on services. This process can be done only when quote is in the
Ready
status. If you want to create an order from a quote, complete the following steps:
  1. Start the process using one of the following methods:
    • On the
      Quote
      page, click the
      Actions
      icon for the quote and select
      Create order
      .
    • On the
      Details
      page for the quote, click the
      Actions
      icon at the upper right and select
      Create order
      .
  2. A list of quote items/services is displayed that you have access to based on context and CPP/visibility rules. Select quote items/services you want to include in the order and then click
    Create Order
    .
  3. On
    View All Carts
    page, click
    Submit Order
    for the cart you just created. If additional configuration is required, you will see
    Additional configuration required
    rather than the
    Submit Order
    selection. Select this to display the cart items with an
    Incomplete
    label next to any cart item that needs additional configuration. Complete all these items and then click
    Submit Order
    .
Adding to previously ordered services takes effect automatically by clicking the
Actions
icon for the catalog and selecting
Submit Operation
. You do not need to go through the Cart/Submit Order process.

Managed service add-on capability

Infrastructure that includes middleware can be added to quotes as an add-on managed service. Enterprise Marketplace allows customers to add managed services at the stack component level.
Add-on services can include the following:
  • VMware with the Websphere application
  • Integrated Managed Services (IMI) custom operations
Enterprise Marketplace displays the applications and environments selected for your quote while you configure the quote. The further along the configuration, the more selected applications and environments are displayed. Note that only applications and environments compatible with the chosen configurations are displayed. You are only required to complete the fields that are necessary for calculating the price for a service while generating a quote.

Creating a quote from stacks

In addition to creating quotes for catalogs, you can also create quotes from stacks that you have already provisioned listed on the
Ordered Services
page. For this purpose, complete the following steps:
  1. Navigate to the
    Ordered Services
    page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  2. On the
    Ordered Services
    page, click the 
    Actions
    icon for the stack and selecting
    Submit Operation
    . You do not need to go through the Cart/Submit Order process. next to the stack that you want to create a quote from and select
    Duplicate Service
    Generate a Quote
    .
  3. Follow the steps in Creating a quote. The fields will already be filled in based on the stack you selected. Alter them as needed.
Adding to previously ordered services takes effect automatically by clicking the
Actions
icon for the stack and selecting
Submit Operation
. You do not need to go through the Cart/Submit Order process.

Known issues

The following is a known issue with the Quotes feature:
  • For Amazon Web Services, the AWS services template must be updated to the latest version before the Quotes feature can be used.
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