Abandoning a quote

If you feel that a quote no longer serves a purpose, you can abandon the quote. For example, if you create a quote by mistake, you can abandon the quote.

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. The Quote Details screen is displayed with the Products tab highlighted.
6. Click the Actions hyperlink and then click Abandon Quote. The Abandon Quote screen is displayed. Perform the following tasks:
   • From the Abandon Reason* drop-down list, select the reason code you want to use. The reason code is used to determine the reason why you want to abandon the quote. For example, you can select the Duplicate reason code if the quote has been duplicated by mistake.
   • In the Note Text* box, a note is displayed by default. Modify the note or enter additional notes, as required. For example, you can enter notes to elaborate on the events that led to the quote being abandoned.
     Note: * indicates that the field is mandatory.
7. Click Confirm.
   The Quote Summary screen is displayed, with the status of the quote changed to Abandoned.

   Note: When you abandon a quote, the inventory reservations made for the quote are cancelled.