View quote summary

You can search for, and view, a quote summary.

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.

   The Quote Summary screen is displayed. The following table describes the fields displayed in the Quote Summary screen:

   Field	Description
   <Customer information or customer contact information, including name, phone number, and e-mail address>	The details of the customer contact are displayed, including the name, phone number, and e-mail address.
   Status	The status of the quote. A quote can be in one of the following statuses: Created - This indicates that the quote has been created. Note: If a quote is pending approval, the status of the quote is displayed as Created (Pending Approval) to indicate that the quote has been put on hold. If the request for approval of a quote has been rejected by an approver, the status of the quote is displayed as Created (Approval Rejected) to indicate that the quote has been rejected. Approved - This indicates that the quote has been approved. Presented - This indicates that the quote has been presented to the customer. Accepted - This indicates that the quote has been accepted by the customer. Rejected - This indicates that the quote has been rejected by the customer. Ordered - This indicates that the quote has been converted to an order. Abandoned - This indicates that the quote has been abandoned.
   Quote ID	The unique identifier of the quote.
   Opportunity Name	The name of the opportunity with which the quote is associated.
   Expiration Date	The date by which the quote will expire. If the expiration date is not specified before the quote is presented to the customer, the Expiration Date - Warning icon is displayed. When you move the pointer over this icon, the following message is displayed: ''If sent to the customer today, this date will be <current date + Default Expiration Period (Number Of Days) rule>''
   Pricing Date	The pricing date of the quote. The prices of the products in the quote are calculated based on this date.
   An icon along with a text indicator for the primary quote	Identifies whether the quote is a primary quote or not.

   Additionally, you can view the following information:

   • In the Customer panel, you can view the following information:
     • Contact Address: The sold to address of the customer contact for which the quote has been created.
     • Shipping Address: The ship to address of the customer contact for which the quote has been created.
       Note: If the customer is a business customer, the name of the company is displayed.
   • In the Pricing Summary panel, you can view the following information:
     • Line Sub Total: The sub total of the quote's price.
     • Upfront Charges: The upfront charges that is associated to an item.
       Note: Upfront Charges is displayed only if you have enabled the multi-price type for an enterprise in Sterling Business Center. For more information about enabling the price type for an enterprise, refer to the Sterling Business Center System Configuration.
     • Adjustments: The adjustments applied to the quote.
     • Shipping: The shipping costs of the quote.
     • Taxes: The tax amount applied to the quote.
     • Total: The quote's total. This is the total amount that will be charged to the customer after taking into account all the adjustments, charges, and taxes applied to the quote.
     • Profit Margin: The profit margin that will be earned from the quote if the quote is converted to an order. This is displayed as a percentage. For example, a profit margin of 20% means a profit of $20 from every $100 that is earned from the quote.
   • In the Terms panel, you can view the following information:
     • Payment Term: The payment term to be used for the quote. The payment term is used to specify the time frame a customer is entitled to for paying the amount due if the quote is converted to an order.
     • Requested Delivery Date: The requested delivery date for the quote. The requested delivery date is the date on which the products in the quote have been requested for delivery. For example, a customer may want a certain product in the quote to be delivered on Christmas eve.
     • Carrier: The carrier service to be used for the quote. The carrier service is the transportation service provider that will be used to deliver the products in the quote if the quote is converted to an order.
     • Level of Service: The level of service for the quote. The level of service determines the way in which the order will be fulfilled if the quote is converted to an order. For example, you may choose to either have the products delivered using a normal speed carrier service or an express carrier service. Note that the shipping charges may differ based on the level of service you select.
   • In the Lines panel, you can view all the products in the quote along with the quantity and line total.
   • In the Notes panel, you can view the notes added to the quote.