Adding a note before converting a quote to an order

Notes can be used as an information repository to track a quote through its life cycle, and can be used for future references. When converting a quote to an order, you can add a note to the quote and the order. For example, you can add a note, explaining the actions that have taken place in the quote. The note that you add will be added to the order.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Details screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
5. Click the Actions hyperlink, and then click Convert to Order.
6. The Convert to Order screen is displayed. Click Add Notes.
7. The Notes dialog box is displayed. Perform the following tasks:
   • In the Note Text box, enter appropriate notes.
   • From the Note Type drop-down list, select the note type for the note.
   • Select the For internal use only check box to indicate that the note is meant for internal viewing only. If you select this check box, the note will be displayed only to internal users, and not to customers.
   • Select the Mark priority as high check box if the note is of high priority.
8. Click Add Note.
   Note: It is mandatory that you enter the note text.
9. Click Close to close the Notes dialog box and return to the Convert to Order screen.