You are on page 1of 20

xFusion SCT User Guide

Make Configuration and Quotation Easier!

Security Level: confidential


SCT Introduction
SCT is an online platform for quotation. It helps quickly browse products, services, and solutions, and
Highlights
provides an e-commerce style process for users to select and purchase products and services as required,
improving quotation efficiency and user experience, and helping sales personnel focus on business Smooth Quotation
Brand-new UI Design
development and success. Experience
Clear key information and Equipment and services
simple operation are are quoted in one stop,
implemented on the new UI. simplifying operations.

Intelligent Service E-commerce Style


Recommendation
All products and services
Services are
are displayed graphically
recommended based on
and can be added to the
equipment configuration.
shopping cart intuitively.
1
Automatic Channel One-Stop Stock
Program Application Renewal
CSP and multiple-year Installed base data can be
maintenance authorized discount searched by contract
Quotation Procedure auto-application based on partner number or SN for quick
identity. maintenance renewal. in
e
Create Quote Quote Set
Export &
tur
Share & a
Quotation Equipment Service Commerce fe
Submit On-line configuration e
h n
 Adding Devices share r t t rsio
po ve
 Creating a  Generate Service  Applying  Exporting a
Quotation from  Configuring  Configuring the Maintenance, Authorized Quotation Users can share the on-going task p
Devices Data& Device Retention, and su re
the Shopping
 Modifying the Installation Services
Discounts  Sharing a and configuration between each
li l utu
Cart
 Creating an Configuration  Maintenance Renewal
 Batch Setting Quotation other W ef
Empty Quotation Result  Adding Services
Discounts  Submitting a
Quotation
th
 Importing Services
Logging In to SCT
Visit: https://sct.xfusion.com/unistar/sctnext/#/login

Click User Login to log in as a


registered user.

Now, you can login on the SCT


tool after SCT tool register your
account info.
For account login request, please
contact with xFusion rep office

 Note:
Recommended resolution ratio: 1280 x 1024.
The recommended browsers are: Chrome56.0+, IE11
SCT Overview
After login, select the country or area where you are located.

Select the Region


Creating a Quotation

Click Quick Quotation on


1
the home page to create an
empty quotation.

Click Create BOQ on the My Quotation


2
page to create an empty quotation.
Quotation Page Overview
Create a quotation after Click the Quick Quotation or New Quotation.
1
Set the Quotation
information

2 Input the product name


Add production and
Service

Search related info

3
4 4
Click Here to Configuration page
Setting the Commercial
information
Make Configuration-Product Parameter(1)
Do the configuration in the Product Parameter Page

1 Setting Product Parameter

2 Click Save
Make Configuration-Service Parameter(2)
Do the configuration in the Service Parameter Page

Service Parameter Page

3
Make Configuration-Modify the Site quantity(3)

Modify the site Qty

Change the Model


Category, then you can
export the configuration
by category
Make Configuration-Configuration Result Review and Modify(4)
Check the result

Click here, quickly switch


to the error item

1 Click Config result Page

3 Insert Part Manually


2 You can modif

3
Make Configuration-Setting Commercial Discount(5)
Setting the Trade Terms
1
Trade Terms

You can check with xFusion sales team


to choose the suitable trade terms
Make Configuration-Setting Commercial Discount(6)
Setting the commercial discount.

1
Discount Setting

2
3
Set the discount

Price after discount


4
Quotation export 5 Configuration Share
3 Click Save
Quotation Export (1)
Quotation Export
1
Select the BOQ type(with or without
discount)

2 2
Select the BOQ sheet format

3 Click Export
Quotation Export (2)
Typical BOQ

1
Trade Coefficient

2
Price Summary

3 BOQ sheets
Sharing Configurations, Quotations
You can share configuration or quotations with others. You can obtain shared configurations, quotations from others in My Share for further review, or
modification.

My Sharing-share from
All share from others Add to My Quotation
Click Add

Sharing configurations
Select configurations and click Share.

Sharing Quotation
Select Quotation and click Share.
My share-Share To
Click “Share To”: All record you
share to others

Will Support full function in future version; Currently, only partially support
Sharing Configurations, Quotations (2)

Enter the email address and account of the


recipient and set the validity period (days) of
the shared quotation.
When sharing a quotation or project, you
can click Share to specify whether to share
the commercial discount information.

 Note:
• In the address book on the right pane of the Share
page, you can view the Recent Contacts
• You can click to create new group manually. And
also, you can double-click the contacts in the
address book to add them to Recipient directly.

 Note:
• When you share a quotation for the first time, Validity (day) is 90 days by default. You can select 7 days, 15 days, 30 days, 60 days, or
90 days. Your selection will be remembered.
• You can select or deselect Share commerce information for a common quotation. For a non-common quotation, Share commerce
information is selected by default and cannot be modified.
• By default, Share commerce information is selected to transfer the discount information to the recipients.
• If you do not select Share commerce information for a common quotation, the internal discount, customer discount, part discount,
implicit efficient, and exchange rate are restored to the default values during sharing.
Submitting a Quotation

 Note:
Quotations whose product configuration status
2 is error cannot be submitted.

Click Submit.

Select Review Type


More Useful Function(1)

Function: Copy, Delete,


add to Favorite,Move to
1

Site Qty Modification


2

2
Add product from Favorites
1
Click add product

Select Review Type


More Useful Function(2)
1
Click My Quotation
2
Create Folder and Manage Folder 1

Split Equipment and Service Quotation


Thank you. 让数字世界无限可能
Fusion X, Digital Infinity

Copyright©2021 xFusion Digital Technologies Co., Ltd.


All Rights Reserved.

The information in this document may contain predictive


statements including, without limitation, statements regarding
the future financial and operating results, future product
portfolio, new technology, etc. There are a number of factors that
could cause actual results and developments to differ materially
from those expressed or implied in the predictive statements.
Therefore, such information is provided for reference purpose
only and constitutes neither an offer nor an acceptance. xFusion
may change the information at any time without notice.

You might also like