Welcome to the Ordering Tool! This list of Frequently Asked Questions (FAQ) describes enhancements that have been made to Ordering Tool effective August 15, 2005, and provides general guidance on how to use Ordering Tool.
To browse this FAQ by category, click the link below. Then scroll down to read the entire group of questions, or click an individual question.
To browse this FAQ by keyword, use your browser’s Find function (Edit > Find (in this page)).
For the best performance when using the Ordering Tool, please follow the suggestions below.
- Pentium 166 MHz (minimum); for optimal performance, Pentium 200 MHz or higher
- 128 MB RAM
- TCP/IP protocol installed and configured
- Monitor and display adapter capable of 256 colors at 800x600 resolution; for optimal performance, display adapter capable of 1024x768 resolution
- Operating system: Windows 95, 98, 2000 or NT; Unix (Solaris); Linux
- HTML Browse: Netscape 4.5 or higher, Internet Explorer 6.0
- 56K Modem connection or higher (sustained bandwidth); for optimal performance, 512K LAN connection
For a brief description of enhancements that have been made to Ordering Tool in this release, see Recent Enhancements.
FAQ's for recent Ordering Tool enhancements:
|Government-Local||Media & Publishing||Retail|
|Agriculture||Discrete Manufacturing||Health Care||Military/Defense||Retail/Wholesale|
|Automotive||Distributors||Home||Mining/Extraction||Security& Management Resellers|
|Banking||E-rate and Education||ISP||Ministry of Defense||Service Provider/Telco/
|Business Services||Electronics & Technology||Independent Software Vendor||Not for Profit||Services|
|Cable||Energy||Industry and Institutions||Other||Svc Provider/
|Central Government||Entertainment, Leisure &Tourism||Insurance||
|Chemicals/Petrochemicals||Federal Government||Investment Banking||Process Manufacturing||Telecomm|
|Colleges/University||Financial||K-12 Education||Public Sector Companies||Transportation|
|Commercial||Food||Local Government||Research Institutions||Utilities|
|Community College/Tech||Government||Manufacturing||Research and Development||Wholesale|
One possibility is that you have not included an acknowledgement contact. As of August 15, users must provide an acknowledgment contact on the Header Details page for credit card, government, and try-and-buy order types before orders can be submitted.
Another possibility is that you’re located in a region that isn’t supported for credit card orders. Please review Ordering Tool Improvements section on Credit Cards for the full list of regional support for credit card orders.
Yes, it is secure to type in your credit card number. The Ordering Tool ensures that you use the correct digit length and format when entering credit card numbers, and encrypts the data for secure transmission.
Yes, you can delete addresses from the Address Book one address at a time. For each address you delete, you receive a confirmation message.
Click the hyperlink in the yellow banner just below the Ordering Tool’s navigation bar. This link gives you access to all current help and documentation on the Ordering Tool.
Go to the Ordering Tool’s navigation bar and click Order Tool Home.
An Internet Commerce Agreement is a contract signed by an individual, authorizing them to submit orders using the Ordering Tool.
Click your browser’s Reload/Refresh button.
Click your browser’s Reload/Refresh button.
This is probably the result of a technical issue. Contact your Customer Service Specialist or contact the appropriate Customer Service Center.
If the Ordering Tool link is not visible on your browser, you are either not authorized to use this tool, or your user profile needs to be updated. If you would like to obtain authorization, contact your Customer Service Specialist, or contact the appropriate Customer Service Center.
Use the Order Status Tool to check that the order has been submitted.
Contact your Customer Service Specialist or contact the appropriate Customer Service Center.
In the Create an Order section of the Ordering Tool home page.
Click the hyperlink in the yellow banner just below the Ordering Tool’s navigation bar. This link gives you access to all current help and documentation on the Ordering Tool.. The Ordering Tool Quick Reference provides a complete description of the order types.
Cisco requires End User information for resale orders, contract customers and orders containing encryption items. Information about the end users of Cisco products and services is used to help us identify market trends and improve our offerings.
Once an order is created, you cannot change the associated price list. You must re-create the order using the new price list to ensure proper submission.
If you do not want to re-enter the order, contact your Customer Service specialist.
Contact your Customer Service specialist.
An open order is one that has been created, but not yet submitted. To continue working on an open order, click View Open Orders, then click the order ID #.
From the Ordering Tool navigation bar, click View Open Orders. Find the Order ID # of the order you wish to modify, select it, and open it.
From the Ordering Tool navigation bar, click View Open Orders. Open the order and make the desired changes.
An order that has been created and sent to you by another user. If you have submit access, you can either open the order and submit it, or route it to another user.
When someone else routes an order to you, you receive a confirmation email message from that person. The email includes the order identification number and the key required to access the order.
To acquire the routed order, go to the Ordering Tool home page and click Acquire Routed Order. Enter the order identification (MP) number and the key for the order, then click Acquire Order. Ordering Tool displays the Main Order Form for the order that was routed.
You may now review the order and either submit it or route it to someone else.
To route an order to another person, select the order you wish to route from your list of saved orders, then Scroll to the bottom of the Main Order Form and click Route Order. Provide the email address of the person to whom you want to route the order and enter any required notes.
Ordering Tool sends the receiver of your routed order an email message with their personal secret key number.
If an order has been routed one or more times, you can view its routing history. Scroll to the bottom of the Main Order Form and click Route Order. Then select the Routing History tab. This tab lists all routings for the current order, showing date, who routed the order, who it was sent to, and any associated notes. The most recent routing is shown first.
If you are not sure you have successfully routed the order, open the order and click Route Order. Then select the Routing History tab to check its history. Contact your Customer Service specialist with any questions.
It is possible for two users to work on the same order at the same time, but it is not advisable. Doing so may cause complications in submitting the order.
This usually means that the order has already been submitted. To check this, click View Open Orders and see if the order is still on the list.
Once the order has been submitted (is no longer open), you can only change the order using Change Order Tool.
Yes. Go to the bottom of the Main Order Form and click Save as Template.
An Order Template is an order with some of your frequently-used fields already filled in. You can create templates for any number of different orders that you routinely process.
Create an order and save it as a template. All information except MP#, PO# and Order Description is copied to the template.
To access your template, click Order Templates on the Ordering Tool home page navigation bar.
No. You must still create the order and complete all remaining fields.
No. You can only access your own templates.
Select the template, and then click Create as New Order. Ordering Tool displays the Create an Order from a Template window, with a new MP number already supplied. Enter a description for the order, then click OK.
Ordering Tool displays the Main Order Form for the newly-created order.
Select one or more templates, then click Delete. Ordering Tool displays a confirmation message.
From the Ordering Tool Home Page, click Set Defaults. Ordering Tool displays the Set Defaults page.
Click Change Address. Select the appropriate address from the drop-down menu for your default billing address, then click Select This Address.
Contact your Customer Service Specialist or the appropriate Customer Service Center.
At the Ordering Tool Home Page, click Set Order Defaults. The defaults you can enter/change include:
Click the section that you wish to enter/change.
If the information is not listed in the drop-down box, contact your Customer Service Specialist or contact the appropriate Customer Service Center.
If you have selected a service level in the Set Defaults page, this selection automatically pre-populates in all sections of your order. To change the information for this order…
With your order still open, click Set Defaults and go to the Pricing Information section. Enter the discount rate that your company and Cisco have agreed upon. All corresponding fields in your order are populated automatically.
This feature automatically displays warning message pop-ups wherever appropriate. If you no longer want to see these messages, you can disable them in the Defaults section.
An update reminder prompts you to save your order after you enter the specified number of line items.
Select New under line # and enter the product number exactly as it appears in the price list.
To order a spare part, enter an "=" at the end of the product number. For example, to order a single cable, you would enter "CAB-AC=". To search for a product name, click Item Search, then the Spares Search tab.
The Clear button erases the item you are currently adding to the Main Order Form.
This is probably the result of double-clicking the Save button. Clicking buttons twice causes two actions.
To delete the line, select the Delete box on the right-hand side of the line, then click Save Order.
To delete the line, select the Delete box on the right-hand side of the line, and then click Save Order.
This feature reviews ordering information, line item details, and verifies configurations for accuracy. Warnings and alerts refer you to the areas of your order that are invalid.
On the Main Order form, find the number of the item you want to modify, in the Line column. Then click Number.
The target item appears in the console, and is available for editing.
Select the line item (click the + sign next to the line item number) and double-click, OR select the line item and click Configure.
Click Save Order in the Main Order Form.
This indicates that you have filled out an ICA agreement, but are not authorized to submit orders. For further assistance contact your Customer Service Specialist.
The link appears green if you have not filled out an ICA agreement and/or do not yet have Submit permissions.
This is probably a technical problem. Try using your tab and arrow keys to enter information in the fields.
Ordering Tool leaves support functions inactive (gray) if they are not applicable to the selected line item. If you can’t use the Configure Button, the selected item is probably not configurable.
If you are unsure of whether you are experiencing a system problem, try entering an item you know is configurable, and see if those functions activate.
This problem could be the result of various factors which include:
Check the configurator’s error messages that are listed to see what the specific problems are. If there are no error messages listed in the configurator, contact your Customer Service Specialist or the appropriate Customer Service Center.
No, but some options can be entered as a spare (using an "=" after the product name).
Look for another product that might fill the same purpose, and try to validate the configuration again.
On the Main Order Form, click Item Search. You can then search by product name, configuration name, product description, or product family.
On the Main Order Form, select Item Search. You can then search by product name, configuration name, product description, or product family.
This is a feature that enables you to reuse the same major line configurations for new orders. It is helpful when you frequently reorder the same products. Rather than configuring the same product through the Configuration feature each time you want to order it, you can click Get Saved Configurations on the Main Order form and retrieve the entire configuration.
Saved configurations can only be shared by users from the same company and same bill-to addresses. Contact your Customer Service Specialist or the appropriate Customer Service Center.
From the Main Order Form, click Get Saved Config. Ordering Tool opens the Dynamic Configuration Tool to the Search for Items and Saved Configs tab.
Fill out as much of the Search page as you can.
To search by product number, configuration name, or product description, enter as much of the product number, saved configuration name or product description as you know.
To search by product family, select the closest match from the Product Family drop-down list.
To include saved configurations in your search, check Include my saved configurations, Show another user’s saved configurations and/or Show all my company’s saved configurations.
Saved configurations remain verified until something in the product Bill of Materials (BOM) changes. If this happens and your configurations become unverified, click the actual product number to return to the original configuration, then re-verify the product configuration.
This button enables you to define service, end user, and ShipSet details at the line item level. It also enables you to customize the line options without affecting the entire order.
Click Service/Line Details and scroll down to Service Options sections. Select the appropriate Service level, and click Save Order.
Yes. First create an order with multiple ship sets. Select line 1 and click Service/Line Details. Enter your information in the end user section.
Do not change the billing address in the defaults. Instead, change the address in the Billing section of the Header Details page.
Click the Header Details tab. Then go to the Shipping Address and Method section and click the Change Address button.
If the address is not listed, go to the Shipping section of Header Details and click Continue. Go to the Enter a New Shipping Address section and type in the address. After you enter the address, click Use Entered Address. To apply the modifications you just made in this section, to your entire order, click Save.
A ShipSet is a grouping of items within an order that have the same shipping destination, requested ship date, and freight terms/FOB. An order with one shipping destination has one shipset, “the default ShipSet.”
The Shipsets tab enables you to specify multiple destinations for the major line items on an order.
Select the All Order Details tab to view a summary of your entire order. The top section of All Order Details displays your price list and order type.
To display your order, select the All Order Details Tab at the top of the page. You can print out this sheet to maintain a record of your order.
Select the All Order Details tab, and then click your browser Print button. Ordering Tool displays a printer-friendly copy of your order.