Creating a quote for an existing customer

You can create a quote for an existing customer when an opportunity is not yet created for the quote. When you create the quote, the opportunity for the quote is automatically created. An existing customer is a customer whose records already exist in the system.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. In the Quotes home page, click + New Quote.
4. The Create Quote screen is displayed. In the Primary Information panel, enter the appropriate information. The following table describes the fields displayed in the Create Quote page:

   Field	Description
   Enterprise*	The enterprise for which you want to create the quote.
   Name*	The name of the quote.
   Expiration Date	The expiration date is the date by which the quote will expire. If the expiration date is not defined at the time of creating the quote, the date will be defaulted based on the configuration.

5. In the Customer panel, perform the following steps:
   1. Select the Existing Customer* radio button.
   2. Click the Search icon adjacent to the Existing Customer radio button to search for the customer.
   3. The Customer Search dialog box is displayed. Depending on the Customer Type you want to search for, select either the Business radio button or the Consumer radio button.
   4. Enter the other search criteria and click Search.
   5. The list of customers matching the search criteria is displayed in the Search Results panel. Select the check box adjacent to the relevant customer, and click Select. Alternatively, double-click the row containing the Customer ID or click the corresponding Customer ID hyperlink to select the customer. The Customer ID of the customer is populated in the box adjacent to the Existing Customer radio button.
6. Click Save.
   Note: * indicates that the field is mandatory.

   The Quote Details screen with the details of the newly created quote is displayed.

   After defining the customer details, you can add products to the quote, define the quantity and adjust the price of the products, and define the payment and shipment terms.