Quotation add-on

You can use the quotation add-on to manage quotes.

Overview of quotes
The Quote feature in Sterling™ Order Management System provides a seller with the capability to create a sales opportunity for a customer, and to present one or more quotes to the customer for a potential sale.
Setting up and validating items in a quote
A Field Sales Representative can either create a quote from scratch, or create a quote from an existing quote using the copyOrder API.
Quote expiration policy
A quote’s expiration date determines when the quote expires.
Reworking a quote
A quote may have to be reworked by a Field Sales Representative for several reasons.
Creating an order from a quote
When a customer accepts a quote, the quote is converted into a sales order using the createOrderFromQuote API.
Quote scenarios
This section provides two examples of quote scenarios.
Pricing a quote
A quote is a type of order.
Overview of approvals for quotes
In business-to-business (B2B) transactions, one or more approvals are often required for quotes when special discounts are offered to customers and depending on the approval rules that are applicable for the quote.
Defining approval plans
An approval plan determines the approvers who are responsible for resolving the approval rule violations triggered by a quote.
Determining the approval sequence
The approval sequence determines the order in which approvers approve a quote.
Determining if a quote requires an approval
A quote may or may not require approval before it is submitted to a customer.
Determining who approves a quote
Depending on the approval rule that is violated, a quote may have to be approved by one or more approval groups.
Storing approvals in a quote
Order approval rules determine the criteria that require a quote to go through the approval process.