View alternative quotes

About this task

Alternative quotes are quotes that are independent of each other, but are associated with a single opportunity. Alternative quotes are used to present different options to a customer. A customer can, however, accept only one option. For example, if a customer is looking at purchasing kitchen appliances, you can present the following quotes as alternatives:

  • Quote1: One microwave oven at 5% discount and one coffee maker at 10% discount
  • Quote2: One microwave oven at 10% discount, one dishwasher at 5% discount, and one sandwich toaster and one coffee maker at 5% discount each

To view the alternative quotes for an opportunity:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. The application home page is displayed. Perform one of the following steps:
    • Click the Find Quote hyperlink.
    • Click the Opportunities tab. In the Opportunity home page, click the Find Quote hyperlink.
    • Click the Quotes tab. In the Quote home page, click the Find Quote hyperlink.
    • Navigate to the Opportunity Details screen, and then click the Quote Name hyperlink in the Quotes panel. In this scenario, ignore steps 3 and 4, and proceed to step 5.
    • Under the Navigation panel, click Search..., enter the name of the quote as the search criteria, and then click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes and 10 opportunities matching the search criteria.
      Note: The Navigation panel is displayed only if you have not selected the Hide Navigation Panel user preference.

      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, and proceed to step 5.

      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. Under the Tasks panel, click View Alternative Quotes.
  6. The View Alternative Quotes screen displays the list of alternative quotes available for the quote. In the Quotes panel, click the Quote Name hyperlink to view the details of a quote.

    The Quote Summary screen pertaining to the quote you selected is displayed.