Intel Quote Request Training
Review Status
Check the status of your submitted requests.
Quote Level and Quote Line Status
You can find the status for each quote line item within the quote, to the right of each line, as well as within the line details.
Additionally, check the Intel Quote Request (IQR) home page for the status for the quote level on the Status column.
These statuses are updated real-time, as soon as our field personnel and pricing managers change them.
Status Definitions
Quote Status Definitions
Status |
Definition |
---|---|
Draft |
The quote has been started and saved as a draft, but not submitted. It could be missing information or pending a decision on the submitter’s end. The quote will be in Draft status until it is submitted for approval. |
Submitted |
A Quote has been submitted for the review process. The quote status will be submitted until a quote line is marked as Won, Lost, or Approved. |
Won |
If any quote lines in the request are won, the quote status will show as Won. |
Lost |
If no quote lines in the request are won, but at least one is lost, the quote status will show as Lost. |
Approved |
If no quote lines in the request are won or lost, but at least one is approved, the quote status will show as Approved. |
Rejected |
If no quote lines in the request are won, lost, or approved, but at least one is rejected, the quote status will show as Rejected. |
Quote Line Status
Status |
Definition |
---|---|
Draft |
The quote line has been started and saved, but not submitted. It could be missing information or pending a decision on the submitter’s end. |
Pending Intel Field Review |
Can also be shown as Field Review. The quote line has been submitted and is waiting on the Intel Field Representative to forward to a Pricing Manager to approve or reject it. |
Pending Further Intel Review |
Can also be shown as Pricing Review. The quote has been approved by the Intel Field Representative and is being reviewed by the Intel Pricing Managers. |
Approved |
The Intel Pricing Manager has approved the quote line and provided an approved quantity, price, start date, and end date for the project and end customer. |
Rejected |
The quote line has been reviewed, but a discount is not offered for the request at this time. |
Won |
The OEM won the bid with the end customer for this product. |
Lost |
The OEM lost the bid with the end customer for this product. |
Revised |
Reflects a quote line that is no longer active because a change request has been approved for it. |
Canceled | Approved or Won quote lines can be canceled only if no rebate was processed. The quote’s end customer being added to the restricted entity list is an example of why a quote without rebate payments would be canceled. |
Chatter
The status for a quote or quote line can also be communicated through Chatter in the Intel Quote Request (IQR) tool.
As one of Intel’s internal communication tools, Chatter allows Intel Field Representative to discuss quote requests with our OEM customers.
The Chatter feed can be found at the bottom of each quote.
Use the Feed tab to keep track of status updates and other Intel conversations, such as requests for clarification.
Note: In compliance with GDPR and all privacy regulations, an Intel employee must initiate collaboration through Chatter.
Using Chatter
Step 1: Use the Post tab to draft a message regarding your request to the Intel Field Representative.
Step 2: Type your message into the box. Be sure to “@mention” your Intel Field Representative so that they can receive an email notification for the message.
Step 3: Click Share to post the message to the Chatter feed.
When you are mentioned in a Chatter message, or if you are a member of the request, you will receive email notification of the communication.
Intel Quote Request Training
Topics include:
- Quote Request Process
- Navigating the IQR Home Page
- Navigating Quote Views
Submitting and Cloning a Quote Request
Topics include:
- Customer Initiation
- Entering a Quote Request
- Write-In Products
- Useful Tips
- Recall a Quote or Quote Line
- Quote Groups
- Cloning a Quote or Quote Line
- Manage the Quote Request Team
- Reference Request ID
- “Ready for Review” vs “Submit to Intel”
- Terms and Conditions
Topics include:
- Quote Level and Quote Line Status
- Chatter