Notes in a quote can be used as an information repository to track a quote through its
life cycle, and can be used for future references. You can add new notes to a quote.
About this task
You can add a note
to a quote when performing any of the following tasks:
- Viewing the quote summary
- Modifying the quote details
- Viewing the approval summary
- Presenting a quote to a customer
- Viewing alternative quotes
- Generating a Proposal
- Reworking a quote
- Converting a quote to an order
- Abandoning a quote
This topic describes how to add a note to a
quote when viewing the quote summary or modifying the details of a
quote.
To add a note to a quote:
Procedure
-
Log in to Sterling™ Field Sales.
-
From the application sidebar menu, click Quotes.
-
The Quotes home page is displayed. Expand the Search
Criteria panel and enter the appropriate search criteria.
-
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.
-
In the Quote Details screen, click the Notes hyperlink.
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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.
- Click Add Note.
Note: It is mandatory that you enter
the note text.
-
Click Close to close the Notes dialog box.
