Obtaining the best price on a product is crucial to channel businesses, and as such it makes sense to have as much functionality around this aspect of channel management as possible.

ChannelCenter’s platform offers a broad range of quoting functionality designed to give users complete control over this aspect of their distribution process. Features such as a product configurator, quote versioning and automated pricing tier and partner level discounting bring real utility to the quoting function, whilst details such as being able to check any quote status instantly and at any time add visibility and transparency to the quoting process.

Increase control of channel credit

Managing credit forms a large and important part of the IT channel billing and payment process. The platform makes provision for this with dedicated credit management functionality.

Should customers find themselves in a position where they are wanting or needing to extend their credit with their reseller or distributor, they can request a credit extension via the platform.

The request will come through to the extending party who can approve, deny or place the request on hold. The action can also be accompanied with a message to the requesting party explaining why that particular action was taken. Should the credit extension be granted, the platform will allow further steps in the credit purchase to proceed.

Efficiency

Reduce operational inefficiency via a channel-focused pricing model and quoting system

  • Tiered Quoting
  • Partner Discounting
  • Product Configurator
  • Purchase Order Management
  • Quote Versioning
Quote Management
Tiered Quoting

Quotes can be passed down the channel quickly and easily, as resellers can convert their distributor quote into a reseller quote by applying their branding and adjusting their margin automatically. Quotes are thus not only customised in terms of look and feel, but administrative burden is reduced due to automated margin adjustment.

Approval Workflows
Partner Discounting

Resellers with gold or silver partner status will have specific partner-level pricing automatically pulled through for relevant products. As the process is automated and does not need employee input, this mechanism acts as a time-saving device and boosts quoting accuracy as well.

Margin Management
Product Configurator

Final costs are derived via the selection and definition of various product options, including the sub-product type and how many devices are required. With modern day products becoming increasingly complex, the Product Configurator mechanism leads users through a step-by-step quote process, ensuring that the final quote is both accurate and complete. By eliminating product complexity, it also opens up the process to a wider range of users, meaning companies can potentially divert more experienced resources to other more complex tasks, freeing up capacity.

Quote Management
Purchase Order Management

When creating a quote for a reseller, a distributor can specify whether to compel the reseller to supply a purchase order when placing the order. This effectively ‘forces’ the reseller to comply with distributor internal purchasing system nomenclature, boosting operational efficiency and eliminating inaccuracy potential. The platform also enables resellers to enforce the same procedure with their end-users.

Quote Management
Quote Versioning

Updated quote versions are saved for record-keeping purposes. By keeping track of quotes in a logical and consistent manner, the potential for internal confusion and operational disorder is eliminated.

Efficiency

Reduce operational inefficiency via a channel-focused pricing model and quoting system

  • Tiered Quoting
  • Partner Discounting
  • Product Configurator
Quote Management
Tiered Quoting

Quotes can be passed down the channel quickly and easily, as resellers can convert their distributor quote into a reseller quote by applying their branding and adjusting their margin automatically. Quotes are thus not only customised in terms of look and feel, but administrative burden is reduced due to automated margin adjustment.

Approval Workflows
Partner Discounting

Resellers with gold or silver partner status will have specific partner-level pricing automatically pulled through for relevant products. As the process is automated and does not need employee input, this mechanism acts as a time-saving device and boosts quoting accuracy as well.

Margin Management
Product Configurator

Final costs are derived via the selection and definition of various product options, including the sub-product type and how many devices are required. With modern day products becoming increasingly complex, the Product Configurator mechanism leads users through a step-by-step quote process, ensuring that the final quote is both accurate and complete. By eliminating product complexity, it also opens up the process to a wider range of users, meaning companies can potentially divert more experienced resources to other more complex tasks, freeing up capacity.

Flexibility

Add flexibility and agility to your quote process by taking advantage of key features

Currency Management

Users can set the currency of their customer quotes to suit their local market. For distributors or resellers operating in multiple countries, customers can be quoted in different currencies depending on which specific currency they require.

Multiple Contacts

The platform contains the ability to add multiple individual contacts to a quote, ensuring that the relevant people are informed of the quote and can action it in the absence of others. It builds in redundancy and potentially speeds up the quoting process.

Quote Status Visibility

Platform users can see the status of their quotes at-a-glance, at any time. In a modern, fast-paced business environment, having instant clarity on quote status removes uncertainty and speeds up decision making.

Automation

Control the environment with vendor management

Manage Vendors

Users can customise their Marketplaces with built-in functionality to add, edit and remove vendors as they see fit. Creating unique vendors with relevant branding and information is easy and useful for users wanting to make their own products or services available for purchase.  Users can also restrict which vendors can or cannot be seen by customers.

Vendor Setup Parameters

Vendors can be setup according to various parameters, including:

  • Vendor name and logos
  • Vendor credentials start and expiry dates
  • Partner tiers and relevant discounts
  • Manual provisioning contacts (if applicable)
  • MSP and relevant partners (if applicable)

Customisable features and options

Uniquely Branded

Setup your platform branding to include your own colours and logo on all quotations.

Terms & Conditions

Setup default Terms & Conditions for all your quotations, or customise individual quotes.

Reference Numbers

Make use of system generated quote name and reference number, or input your own.