Adding a note to a product in a quote

Notes in a quote can be used as an information repository to track a quote through its life cycle, and for future references. You can add new notes to a product in a quote. For example, you can add an internal note describing a customer's feedback about the discounts offered on a product.

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. Select the check box adjacent to the corresponding product, Click .
8. The Notes dialog box is displayed. Perform the following steps:
   • 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 Quote Details screen.