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©2017 Microsoft Corporation. All rights reserved. Global Operations Readiness Surface Device Reseller Pricing Programs Overview

Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

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Page 1: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

©2017 Microsoft Corporation. All rights reserved.

Global Operations Readiness

Surface Device ResellerPricing Programs Overview

Page 2: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Microsoft is committed to supporting and rewarding eligible

partners for their proactive device selling motions. As part of this

mission, Microsoft has developed volume discount programs to

drive up-front discounts for our Resellers.

Volume Discount Programs such as “Bid Grid” and “Special Pricing”

are designed to help Distributors and Resellers competitively

position Microsoft Devices by granting upfront discounts based on

deal size and business case.

The Partner Pricing Guide summarizes the requirements to

participate in these programs and covers key rules and processes.

Program Overview

Page 3: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Our objectiveBy the end of this module, you will be able to:

• Evaluate the Deal Registration and Special Pricing programs for Surface Device Resellers

• List the steps involved in the Online Case validation process for Deal Registration and Special Pricing

• Use the Partner Pricing Programs Guide to ascertain the requirements to participate in these programs and to state the key rules and processes

In this Module

Page 4: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Program introduction

Page 5: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Program Intent Special Pricing Program

The Special Pricing program is designed to evaluate larger volume opportunities (500+ units) to enable incremental discounts that may be needed to close these larger opportunities.

Page 6: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Deal Registration Program

The Deal Registration program is intended to reward and protect investment of resources and time spent to develop and support Surface wins for eligible products and customer base.

Essentially, this allows the Reseller to lock in an opportunity at the early stage and own it during the entire sales cycle.

Deal Registration is opportunity based, not customer based and is first come first serve.

Program Intent

Page 7: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Bid GridOffer Set discount based on Device and # of units

Eligible Devices Surface Pro, Surface Book, Surface Laptop, Surface Pen

Order Quantity Range 5 to 499 units

Partner Eligibility Open to all Distributors and applied at the End Customer / Deal level

Deal Stacking Can be stacked with Deal Registration

Page 8: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Deal registrationOffer Percentage discount off Net MSRP, can vary based on device and model

Eligible Devices Surface Pro, Surface Book, Laptop, and Studio

Order Quantity Range More than 50 units for Surface Pro, Surface Book and Laptop

Partner Eligibility First Reseller in with BANT secures registration (Budget, Authority/Decision Maker/Need/Timeframe)

Deal Stacking Can be stacked with Bid Grid/Special Pricing on eligible models

RFP Requests Open to unlimited Resellers to qualify for discount (restrictions apply)

Note:Deal registration is intended to reward one Reseller for investment of resources and time

spent to develop and support Device Wins for eligible products and customer base.

Essentially, this allows the Reseller to lock in an opportunity at the early stage and own it

during the entire sales cycle.

Note:EDU is only eligible for DR and partners will get 2% on Tablet and Laptop (Studio will get

3%). To qualify for EDU discounts we look at the customer domain and/or verticals chosen

when submitting. To qualify it should be either “.edu” (or similar in some markets this is

different like “.ed”) or the verticals should be Education and Academic.

Page 9: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Order Quantity Range

Deal Registration Special Process for Studio

Greater than or equal to 25 Studio

1. Submit your deal registration through MSFT Pricing Program Portal (Deal

Reg/Special Pricing)

2. If the opportunity is 50 units or above, you will input the true opportunity

volume in the portal (no special process required)

3. If the opportunity is less than 50 units, then you will need to follow the

special steps below:

a. You will input quantities that total ‘50’ in the designated volume

fields. This step is required due to the tool limitations that require a

minimum total opportunity volume of 50 units

b. In addition to entering a deal size of ‘50’, you MUST provide the

actual volume of Studios in the opportunity details free-form field

c. WWLP Deal Reg team will update case manually based off your

information. The confirmation emails will reflect the correct deal

volume upon approval

4. If Studio’s are being sold in combination with other devices, then you

must ensure the required minimum units for Studio are met in addition to

the minimum units of Pro/Book/Laptop.

Please review these steps as it is extremely important

this special process is followed to ensure your deal’s are

approved quickly and the volume is accurately tracked

against your commitment.

Page 10: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Greater than or equal to 25 units for Emerging Markets

Countries in Scope:

• New Zealand

• Malaysia

• Korea

• Singapore

• Thailand

• Taiwan

• Hong Kong

Emerging Markets – Order Quantity Range

Deal Registration

Page 11: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Special pricing

Offer Varies (percentage off net MSRP)

Based on:

Volume | Business Value | Product

Eligible Devices Surface Pro, Surface Book, Surface Laptop, Surface Pen

Order Quantity Range Greater than 500 units

Partner Eligibility Open to all Resellers

Deal Stacking Can be stacked with Deal Registration on eligible models (replaced bid grid)

Note: Special pricing is designed to evaluate larger volume

opportunities to enable incremental discounts that may be needed to

close these larger opportunities.

Page 12: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

.

9 MONTHS 3 MONTHS2

DAYS

Note: Reseller may extend a deal if it demonstrates to the Business Desk that such an extension is warranted.

A deal may be extended up to an additional 90 days from the original deal registration/special pricing expiration date

Overview• The Business Desk will make a decision on discount requests within 2 business days globally

• Approved Deal Registration and Special Pricing discounts will be valid for 9 months from initial approval date

Discount timelines

Page 13: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Pricing Motions

Page 14: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

High level end-to-end process

Resellers can apply for

both Special Pricing and

Deal Registration using the

same online form.

Business Desk (BD)

completes decision making

process.

Distributors must validate every CAS#

prior to quote and transaction via the

Case Number Look-Up tool:

http://dddlookup.azurewebsites.net.

Resellers go to:

www.microsoftdevicevpp.com

Microsoft separately considers a

deal's eligibility for deal

registration and Special Pricing,

i.e., a deal may qualify for Deal

Registration and not qualify for

Special Pricing.

For Special Pricing requests,

Microsoft communicates the

request approval to the

preferred Distributor and

informs the Reseller that the

approval has been processed.

Reseller may choose to pass

discounts thru to customers. In

this scenario, Resellers must

align customer ship dates to

ensure they fall within the

discount validity period.

Reseller submits discount request to BD

Submission collected in online tool

BD evaluates request BD updates database with decision within 2

days

Email notification to reseller with decision

Disti determines and communicates price to

Reseller

Reseller determines customer price and

closes deal with customer

CRM

Page 15: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Transacting with Deal Registration and Special Pricing

It is the Distributor’s responsibility

to validate deal registration and

special pricing approvals prior to

transaction. Distributors can do

this by going to the online

validation lookup tool to confirm

the approvals.

Distributors submit for

compensation via the Credit

Memo process.

Once the Reseller is ready to

transact, they must forward the

approval email(s) to the

distributor with details on the

transaction.

Page 16: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Portal Access

1. Register your Organization in MPN

2. Retrieve your new MPN Organization and

Location ID’s

https://partners.microsoft.com

Page 17: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface
Page 18: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Registering your organization

Once you have access to a Live ID, please visit

Please select the Enroll Organization option

https://partners.microsoft.com

If you do not have an existing Live ID, you will need to visit:

and create a new Live ID.

https://signup.live.com

Page 19: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Registering your organization

Once you complete the form, please read the Terms and

Conditions in its entirety

After you read and agree to the Terms and Conditions, select

the check box and click the Submit button

Select the Enroll an organization option and complete all of the required fields in the form.

Page 20: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Registering your organization

Once the previous step is complete, please re-visit:

This will take you to your Organization’s home page and list all of the associated details.

After you click “Submit,” you will get a message saying: You are now a part of Microsoft Partner Network.

The page will also show your new Organization ID.

https://partners.microsoft.com

Page 21: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Retrieving MPN ID’s (Organization and location)

Page 22: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Retrieving your MPN ID’s

When you are on your Organization’s homepage, you will be able to see your Organization and Location IDs.

ImportantPlease send either:

1. A screenshot of this page to your Authorized Device Distributor (ADD)

2. An email that contains your new Organization andLocation ID’s to your Authorized Device Distributor

Page 23: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Resources and support

For technical tool support for the Reseller Profile and

Registration Portal, please contact:

[email protected].

Please wait 1-2 business days for a response.

Page 24: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Open an IE 10 or higher InPrivate Browser

Window (Right-click on the IE icon and select

‘Start InPrivate Browsing’) to open a browser

session that will not remember your previous

accounts.

1

Navigate to the Portal.2

Select the “Windows Live ID” tile then select

“next”. Do not select any of the other

options as they will direct you to the

wrong portal.

3

Sign in with the Microsoft Account that was

associated with your Microsoft Partner

Network (MPN) ID. Once you are validated as

an Authorized Device Reseller, you’ll have

access to the Pricing Program’s Portal.

4

Page 25: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Pricing Programs Portal

Page 26: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Pricing Programs Portalwww.microsoftdevicevpp.com

Features

1. One form and one opportunity case for Special Pricing

and Deal Registration Discount requests.

2. Case search tool that allows authorized users to look up

current status of specific or all company’s cases.

3. Step-by-step instructions to submit a request.

Page 27: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Accessing the Online Request Form

1. Click on Apply Now to apply for either the Surface,

Surface Hub, Surface Multi-National, or Surface Hub Multi-

National programs, then to be directed to the Online

Request Form.

Step by step

Page 28: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

NOTE: All email confirmations, approvals and denials are sent

to the requestor, reseller contact email, and distributor contact

email entered on the form.

NOTE: All fields denoted with a red asterisks (*) are required

2. Fill out Customer information

3. Fill out Reseller information

4. Fill out Distributor information

Accessing the Online Request Form

Page 29: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Completing the Online Request Form

5. Enter the business attributes

6. Enter Total Committed Volume for the deal.

7. Enter Project Name/Customer department.

8. Enter Customer Decision Maker’s Name and Title.

9. Describe all Pre-sales Activity completed to support

the deal.• Partner must have been actively engaged within 3 months

of submitting for Deal Registration

• Please provide any applicable details, such as dates,

content of meetings, etc.

10. Describe the Business Use case.• Certain purchasing scenarios are ineligible

• Please reference the Partner Program Guide for more

details

Step by step

NOTE: If you write ‘N/A’ in any field, your request can be denied.

Page 30: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Completing the Online Request Form

Step by step

11. Enter the Microsoft Part Number SKU

• Product Name will auto fill with a valid Microsoft Part

Number SKU

• If Product Number is unknown, click on the search icon.

12. Enter Quantity (Estimated 9 months volume)

13. Indicate if this is a Deal Registration and/or Special Pricing

request.

• Some SKUs are eligible for only one program. Ineligibility

is indicated by a greyed-out checkbox

11 12 13

Page 31: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

14. Select any Competitors against whom Microsoft is

competing for this opportunity.

15. Click ‘Submit’ upon completing all fields.

16. You will be redirected to a submission confirmation page

that displays one case ID.

17. You will also receive one submission confirmation email.

• You receive one case ID even if you’d applied for

both programs.

Step by stepCompleting the Online Request Form

Contoso

James Morrison

Contoso

Page 32: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Example Email – Dual Submission Case Approved (ADD)

When the Distributor receives an “approved” email, it means we have approved at least one of your requests and it’s time to provide final pricing to the ADR.

NOTE: Deal Registration and Special Pricing decisions are delivered within 2 business days.

Page 33: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Example Email – Dual Submission Case Approved (ADR)

Contoso

James Morrison

James Morrison

Email confirmation that we have processed your request and made a decision.

Reach out to the Distributor for final pricing for Special Pricing.

NOTE: Deal Registration and Special Pricing decisions are delivered within 2 business days.

Page 34: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Support and Troubleshooting

Page 35: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Support

Please contact [email protected] if you have questions regarding your Special Pricing

request.

Special Pricing

desk

Please contact [email protected] if you have questions regarding your Deal Registration

request.

Deal Registration

desk

Self serve

trainingPlease find further details on Surface Pricing Programs by accessing our

self-serve training material on the Microsoft Partner Network.

https://mspartner.microsoft.com

Resellers

Tool

SupportPlease contact [email protected] if you experience technical issues with the Portal.

Sales Support Please contact your Microsoft Surface PDM/Surface Sales Exec for additional guidance.

Page 36: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Troubleshooting

1) Sign up at:

2) Fill out the form.

• User Name = your company e-mail address

3) Click on Create Account

4) Get an email confirmation to the same email that’s

associated with your user name.

Step by step

Issue

“Sign in” screen does not appear.

Cause

You have another Microsoft Account (such as ICMODS)

cached in your IE Browser cookie history.

Solution

1. Open an InPrivate Browsing Window (Right-click on the IE

icon and select ‘Start InPrivate Browsing’).

2. Go to

OR…

1. Open in regular browser window

2. Delete the “cookies and website data” in browser history

3. Open new browser and go to

Common issues

www.microsoftdevicevpp.com

www.microsoftdevicevpp.com

Page 37: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Troubleshooting

1) Sign up at:

2) Fill out the form.

• User Name = your company e-mail address

3) Click on Create Account

4) Get an email confirmation to the same email that’s

associated with your user name.

Step by step

Issue

Access denied

Cause

Your MPN association is incorrect.

Solution

1. Go to and log in with

your Microsoft account.

2. Navigate to

3. Fill out just one of the sections in the form then click

‘Find my organization’.

4. Select your organization.

5. Click ‘Associate to this organization’.

OR…

Email if the above solution

did not work

Common issues

https://partners.Microsoft.com

https://partners.Microsoft.com/partnerprogram/organizationsearch.aspx

[email protected]

Page 38: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Troubleshooting

1) Sign up at:

2) Fill out the form.

• User Name = your company e-mail address

3) Click on Create Account

4) Get an email confirmation to the same email that’s

associated with your user name.

Step by step

Issue

MS part numbers are missing

Cause

If the tool is open in the browser for a while, it forgets the

part numbers

Solution

1. Refresh the page and it will reload the part numbers.

2. If you still don’t see the desired part number then email

Common issues

[email protected]

Page 39: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Contacting your regional services center

1) Sign up at:

2) Fill out the form.

• User Name = your company e-mail address

3) Click on Create Account

4) Get an email confirmation to the same email that’s

associated with your user name.

Step by step

1. Go to

2. Login with your Microsoft Account (you must be associated

to an MPN ID to receive support).

3. Select Microsoft Partner Network shown at top left of the

screen shot.

4. Select your country.

5. Select Support Contact Support.

6. Select the Category, “Topic”, and “Issue” of support needed.

7. For more options for MPN support, select from one of the

three options shown to the left.

Step by step

https://partners.microsoft.com

Page 40: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Summary

Page 41: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Summary

This is the end of this module. You are now able to:

• Evaluate the Deal Registration and Special Pricing programs for Authorized Device Resellers (ADR)

• List the steps involved in the Online Case validation process for Deal Registration and Special Pricing

• Describe the Credit Memo process and the core set of data that Microsoft will need to successfully calculate credit memo claims

• Use the Partner Pricing Programs Guide to ascertain the requirements to participate in these programs and to state the key rules and processes.

What we have covered

Page 42: Surface Tablet Reseller Pricing Program · Our objective By the end of this module, you will be able to: • Evaluate the Deal Registration and Special Pricing programs for Surface

Thank you