Add products
Add a product the customer doesn't have yet to a scenario, priced from your active price list, with its incentives.
Add products, under a scenario's totals: Select a product and configure pricing in one row. Use it to propose a product the customer doesn't have yet, such as an upgrade or an add-on.
Choose the product
In Product, type to search the uploaded price list (Search thousands of products) and pick one.
Choose term, billing and quantity
Choose the Term Duration and Billing Plan (only approved combinations are offered), and enter the Quantity.
Calculate
Choose Recalculate approved price. Deal Hub shows the Partner Cost (Unit) and Customer Price (Unit), with a breakdown: Microsoft billed revenue, customer cost, base incentives, a growth estimate, licensing margin and licensing profit, and each incentive's eligibility, rate, cap and amount.
Add it
Choose Add a product. The product joins the scenario's lines.
Reset clears the row.
Good to know
A scenario with added products is quoted as a Custom quote. Growth is an estimate: Microsoft measures year-over-year growth per customer.
Price a scenario
Set the customer's segment and purchase source, choose markup or margin, read the totals, and edit quantities, sell prices, terms and billing on each line.
The Right-Size and Optimize agents
How the Right-Size agent explains Right Sized quantities and the Optimize agent reviews licenses for Optimized, and how you confirm or change their decisions.