Partner Deal
Registration 2.0
Partner Training
1 EMEU
PDR Partner Training - Course Description
In this training Partners will learn to use Cisco’s the
deal registration workflow to register deals!
At the end of the training you will be able to:
Register Deals
Share Deals
Upload a configuration and other documentation
Apply Revisions to the deal
View Pricing
Monitor the Deal Approval Process
Utilize the Reporting features of PDR
Understand the Ordering process integration with PDR
Understand the Approval process
2 EMEU
Partner Deal
Registration
Training
Partner Deal Registration
About Partner Deal Registration
– Partner Deal Registration (PDR) is a platform that supports the
Opportunity Incentive Program for partners with Cisco
– In the future, other incentive programs will leverage Partner Deal
Registration to make business easier for you
Features of PDR
– Integrated workflow between Cisco and partners
• Approval processes and deal sharing
– Integration of Cisco partner tools
• New tool access and interface
• Import configurations, in addition to excel upload and product line
search
• Customer search
• Automated distributor deal notification
• Quoting
• Use of a standard Deal ID for faster processing of direct orders
3 EMEU
Registration-Based Program
Partner Process
Automatic
notification
to Distributor PLACES
for orders
ORDER(s)
through
through
distribution Distribution
OR
or
Deal Id for
Cisco Direct
Cisco direct
orders
Partner
Identifies
Customer
Opportunity
Partnering
with
Partner
Registers
Deal
FINALIZES
Deal Quote,
Bill of Material &
Fulfillment
Partner Deal Registration
(PDR)
4 EMEU
Partner
Deal
Registration
(PDR)
Partner Deal Registration Process
When you have a Deal to Register, log on
to PDR & submit information to Cisco:
Partner
Step 1
Partner
Step 2
Partner
Step 3
Finalize
config
based on
customer
requirements
Click
“Confirm
Ready to
Order”
Approve
Deal
Register
Enter Customer
Details
Enter
Configuration
Details
Submit for
Approval
5 EMEU
As in
OIP Tool
“Request
Discount”
Place
Orders
PDR Training Characters
Cisco Partner: XYZPartner
– Sally Jones, Account Manager
• Cisco.com Id: sajones
– John Smith, Sales Engineer
• Cisco.com Id: josmith
Partner’s Customer: XYZCompany
– Contact: Mona Lisa, Director of IT
Cisco:
– Joe CAM, Channel Account Manager
• Cisco.com Id: jocam
– Chris Ames, Sales Account Manager
• Cisco.com Id: chrisam
6 EMEU
Partner Deal
Registration
Demonstration
7 EMEU
PDR - Register New Deal Demonstration
Sally Jones is a Sales Manager at
XYZPartner Company, and she is going to
Register a Deal.
Sally Clicks Register New Deal
Enter
General
Info
8 EMEU
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Submit
Pricing
for
Approval
PDR Enter Deal Details
General Header
(auto populated)
Sally will enter
these Deal Details
in the next
few minutes.
Opportunity
Description, Purchase/Lease
Partner
Partner info auto populates or Sally
identifies key XYZPartner contacts
End Customer
Sally chooses her customer in search
Sally clicks
Save and Continue
to choose
her promotion.
9 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
If the partner will receive the configuration
for their own use, enter the partner as the
End Customer
Deal Sharing
Sally will designate co-workers
who can edit deal (BOM,etc)
Edit
Config
Pricing
Submit
for
Approval
PDR Choose Promotion
Click to choose a
deal promotion and then and click
Save and Continue.
10 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
PDR Complete Promotion Questions
Acknowledge terms & conditions
then click Save and Continue to move
on to Quoting.
11 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Import Configuration
Sally clicks to import her configuration to PDR from a Cisco
tool (she could upload her own Excel file or enter lines directly too).
Example of searching for a
Quote Builder configuration.
12 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Edit Configuration – Add Lines
After uploading the configuration,
new product or service lines can
be added.
13 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Edit Configuration – Add Lines
To manually add a line to your
configuration click Add Product Line.
Type a partial part number,
highlight your part number
and click Add Line
14 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Edit Configuration – Select Fulfillment
Click Select
Fulfillment Source
Sally checks select all lines of the
configuration and chooses Cisco if buying direct,
or chooses the name of the distributor
she wants to fulfill the order.
15 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Edit Config – Save and Continue
Happy with her Quote
Sally clicks
Save and Continue to
move to the pricing page.
This processing reference appears.
16 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Pricing
Contractual & Promotional
Pricing is applied as you
Navigate to the Pricing page.
For Disti fulfilled lines,
Discount Details do not display.
Contact the Disti for information.
17 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Review & Submit
for Approval from
Cisco
This view is the final
configuration and
fulfillment sources.
Happy with the Quote,
Sally clicks Submit for
Approval to send the Deal
to Cisco for Approval.
18 EMEU
Enter
General
Info
Choose
Promo
Answer
Promo
Questions
Import
Config
Edit
Config
Pricing
Submit
for
Approval
Submit for Final Approval
Use the DEAL ID to reference
The deal at all times.
Deal Status:
Approval in Progress
Return to the My Deals Page by
Clicking the link.
Email is sent for your reference
with details of the deal as well
as to the next approver.
19 EMEU
Approval in Progress
Next step is for Approval to
complete and Deal will be
Approved – Not Ready to Place Order.
There is no Next Partner Action
while the deal is being approved
by Cisco.
20 EMEU
Deal Approved!
Email
Email
Notification
Notification
thatDeal
Dealisis
that
Approved
Approved
ByCisco!
Cisco!
By
Deal Approved Next Partner Action: Click “Confirm Ready to Order”
As in OIP Tool “Request Discount”
21 EMEU
Partner Deal Registration Process
When you have a Deal to Register, log on
to PDR & submit information to Cisco:
Partner
Step 1
Partner
Step 2
Partner
Step 3
Finalize
config
based on
customer
requirements
Click
“Confirm
Ready to
Order”
Approve
Deal
Register
Enter Customer
Details
Enter
Configuration
Details
Submit for
Approval
22 EMEU
As in
OIP Tool
“Request
Discount”
Place
Orders
Confirm Ready To Order
Scenario 1
• Your configuration is FINAL, no changes needed
• Action
Confirm you are Ready to Order
From the Quoting
Summary page, click
Confirm Ready to Order!
Deal Status will be changed
to Approved
23 EMEU
Edit Configuration for Customer
Scenario 2
• Your configuration is NOT Final, and changes are needed
• Action
Edit your Quote
Modify your Configuration
Click Edit this Quote
Deal Status will be changed to Re-Opened (temporary status)
24 EMEU
Update & Finalize the Configuration
After re-opening the deal Sally can:
• Change fulfillment source
• Add products manually
• Modify quantity of manually added lines
• Import new configuration
• Remove manually entered lines
• Remove an imported configuration
Once your configuration is finalized, resubmit the deal
using the standard process.
Important:
Check the box at the bottom of the Review & Submit page
to indicate that your configuration is final.
25 EMEU
Place Order!
Deal Status is Approved.
The Order can now be placed
for the deal.
Go to the My Deals page for
information on placing the
Order.
26 EMEU
Place Order
Place Order immediately!
27 EMEU
Partner Deal Registration Process
When you have a Deal to Register, log on
to PDR & submit information to Cisco:
Partner
Step 1
Partner
Step 2
Partner
Step 3
Finalize
config
based on
customer
requirements
Click
“Confirm
Ready to
Order”
Approve
Deal
Register
Enter Customer
Details
Enter
Configuration
Details
Submit for
Approval
28 EMEU
As in
OIP Tool
“Request
Discount”
Place
Orders
Cisco Ordering Tool – Deal ID
Place a Standard Order.
Under Payments and Taxes
(in header details tab) enter
The Deal ID from PDR.
Do not use Promotion Code
or Ordering Processing
Notes.
29 EMEU
Exception Process
• How to revise an approved deal Fulfilled by:
– Cisco Direct
– Distributor
30 EMEU
Change an Approved Quote
If fulfillment is Cisco Direct
click Edit this Quote.
If fulfillment is Distributor
click a link to get instructions
on how to change your
configuration.
31 EMEU
Deal Status Overview
Deal Status
Partner Action
Standard Deal Statuses
Not Submitted
Submit for
Approval
Deal not submitted to Cisco for review.
Approval in Progress (AIP)
No Action
Cisco is reviewing the Deal.
Approved - Not Ready to
Order
Click Ready to
Order
You still have 90 days to finalize your configuration
based end customer requirements.
Approved
Place Order
You have now finalized your configuration – you are
ready to place your order
Reopened (BOM)
Re-submit
Deal
Configuration revised by partner; resubmit for approval
(only for tier-1, or if the DART is Expired)
Ordered
No Action
Orders are being placed against deal; all orders must
be placed before deal expires.
Closed
No Action
All items on the Deal have been consumed; deal is no
longer active.
Other Statuses
Deal sent back to partner for edits/resubmission.
More Information Required
Re-submit
Rejected
No Action
Deal has been rejected - no longer active.
No Action
Deal is Expired - no longer active.
Expired
32 EMEU
Partner Deal
Registration
Partner Deal
Registration
Access & Support
33 EMEU
Login to Partner Deal Registration
Login to Cisco.com using your Cisco.com Id and password.
If you do not have a Cisco.com Id and password:
1. Apply for a Cisco.com Id at www.cisco.com, click register
2. When applying for Cisco.com Id indicate that you are a Cisco
Channel Partner or Authorized Reseller
3. Associate to your company at:www.cisco.com/go/pss
- When in PSS, request access to the PDR tool
Find your company’s Partner Admin in PSS.
The Partner Admin has visibility to all deals created at your
company as well as limited edit capability.
34 EMEU
Login to Partner Deal Registration
For Partners
To access Partner Deal Registration
Navigate to http://www.cisco.com/go/pdr
Bookmark this URL
35 EMEU
Partner Deal Registration – Training
The Help link provides:
• Read FAQ’s
• Log a support case
• View your support case status
• Find support hotline numbers
36 EMEU
The Training link provides:
• Access elearning
• Access documentation
• Access other supplemental
training materials
Training Wrap Up
• PDR is a platform to use the Incentive Programs at
Cisco
• Use PDR as a workspace to organize your
configurations and then submit for Approval
• Wishing you great success with Partner Deal
Registration
• Contact your Channel Account Manager or a local
support team for more information and training
37 EMEU
38 EMEU