Legacy platform

Creating an alternative quote from the opportunity details screen

Alternative quotes are quotes that exist simultaneously and are associated with a single opportunity. After copying a quote, you can modify the product information, and the shipment and payment terms for the new quote.

About this task

For example, let us suppose that you have a quote, Quote-A, for two desktop computers on which you have offered a discount of 5%. To provide another option to your customer, you can create an alternative quote, Quote-B, for one desktop computer and one laptop, on which you offer a discount of 6%. You can create Quote-B by copying Quote-A and modifying the product information accordingly.

To create an alternative quote from the Opportunity Details screen:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. From the application sidebar menu, click Opportunities.
  3. The Opportunities home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
  4. Click Search. The search results display opportunities matching the search criteria.
    • If only one opportunity matches the search criteria, the Opportunity Details screen is displayed.
    • If multiple opportunities match the search criteria, the list of opportunities is displayed in the search results. Click the corresponding Opportunity Name hyperlink. The Opportunity Details screen is displayed.
  5. In the Quotes panel, click Quote Options Menu and select the Copy as Alternative Quote option for the quote that you want to copy.

    Notes:

    • The Copy as Alternative Quote option is displayed only if there is at least one quote associated with the opportunity.
    • You can copy only one quote at a time.
  6. The Enter Quote Name dialog box is displayed. In the Quote Name* box, enter a name for the new quote.
    Note: * indicates that the field is mandatory.
  7. Click Save. The Enter Quote Name dialog box is closed and the Quote Details screen of the newly created quote is displayed.