Adding a note to a bundle component in a quote

A bundle product is a product comprising multiple products. A bundle comprises a parent product and one or more component products. You can add notes to the components of a bundle product in a 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. The list of products in the quote is displayed. To narrow down the list of products displayed, enter the appropriate filter criteria in Filter Quote Line field.
   1. Select either of the following options:
      • All Lines: Select this to display all the products that match the search criteria.
      • Lines Pending Approval: Select this to display only the products that match the search criteria and are pending approval.
7. You can view the component lines of a bundle component in the Component Pricing dialog box.
   • If you find the Configure or Reconfigure link adjacent to the product for which you want to adjust the price of component products, then perform the following steps:
     • Click the Configure or Reconfigure link adjacent to the product for which you want to adjust the price of component products.
       Note: The Configure or Reconfigure link is displayed only if the product is a bundle product.
     • The Component Pricing dialog box displays the details of the parent product and its components, such as the quantity, unit price, additional charges, adjustment, line total, and so on. Select the check boxes corresponding to the products for which you want to adjust the price. Select the check box adjacent to the corresponding component product, and click .
       Note: The Additional Charges is displayed in the Component Pricing dialog box only if you have enabled the multi-price type for an enterprise in Sterling Business Center. For more information about enabling the price type for an enterprise, refer to the Sterling Business Center system configurationSterling Business Center system configuration.
8. 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.
9. Click Add Note.
   Note: It is mandatory that you enter the note text.
10. Click Close to close the Notes dialog box and return to the Component Pricing dialog box.
11. Click Close to close the Component Pricing dialog box and return to the Quote Details screen.