Check product availability from quote details screen

You can browse the product catalog and view the details of the product. You can check the product availability by searching for a product from the Quote Details screen.

About this task

To check the availability of a product from Quote Details screen:

Procedure

  1. Click the Quotes tab in the menu bar.
  2. The Quote Home page is displayed. Perform either of the following steps:
    • Click the Find Quote hyperlink.
    • In the Search box, enter the name of the quote as the search criteria and click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes matching the search criteria.

      If the quote that you are searching for is displayed in the Matches on Quotes panel, click the corresponding Quote Name hyperlink or double-click the corresponding row. The Quote Summary screen is displayed. In this scenario, ignore steps 3 and 4.

      However, if the quote that you are searching for is not displayed in the Matches on Quotes panel, click Advanced Quote Search.

  3. The Quote Search screen is displayed. Enter the appropriate search criteria and click Search.
  4. The quotes matching the search criteria are displayed in the Search Results panel. Click the corresponding Quote Name hyperlink or double-click the corresponding row.
    Note: If only one quote matches the search criteria, the details of the corresponding quote are automatically displayed.
  5. The Quote Summary screen is displayed. Perform either of the following steps:
    • From the Actions drop-down list, select Modify Quote.
    • Click the Edit hyperlink in the Lines panel.
  6. The Quote Details screen is displayed, with the Products tab highlighted. Click Browse.

    The Product Search page displays a list of all the available products in the catalog. If a product is configurable, the Configurable Product icon is displayed. You can perform the following tasks:

    • To search for a product within the search results, click Search in Results, enter the appropriate keyword, and then click the Search icon.
    • You can browse for available products in a particular category or subcategories. By default, the Browse Categories panel in the Product Search page displays all the available product categories and subcategories, and the number of products available in each category. To view specific products available in a category, click the <category> hyperlink. The available products in a category are displayed in the Search Results panel.
      Note: To view the sub- categories, click the Expand icon.
    • You can sort the products displayed in the Search Results panel by selecting the sorting criteria from the Sort By drop-down list. The sorting criteria are configured by your administrator.
  7. To check the product's availability, click the Check Availability hyperlink.
  8. The Product Availability dialog box is displayed with the following details:
    • The short description of the product.
    • The requested quantity of the product.
    • The product's availability status.
  9. Click Close to close the Product Availability dialog box and return to the Product Details screen.
    Note: The system checks whether the product is available, based on the minimum order quantity of the product configured by your administrator.