Configuring or reconfiguring a product in a quote

A configurable product is a product that is available with different options. You can choose the options based on a customer's requirements. For example, a bicycle may be available with the following options: four types of frames and three types of wheels. A preconfigured product is a configurable product that has one or more options already configured for it. For example, a bicycle that is available with a particular type of frame and wheel.

About this task

If a quote contains either a configurable product or a preconfigured product, you can either configure the product or change the configuration of the preconfigured product respectively. For example, if a customer is looking for a bicycle with a particular type of frame, you can configure the bicycle according to the customer's requirements before presenting the quote to the customer.

To configure or re- configure 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. Perform either of the following tasks for the bundle items:
   • Click the Configure link adjacent to the bundle product that you want to configure.
   • Click the Reconfigure link adjacent to the bundle product that you want to re- configure.
8. The Configurator dialog box, containing the available options, is displayed.
9. Select the appropriate options and click Save. The Configurator dialog box is closed.