Legacy platform

Creating an alternative quote from the quote summary screen

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 Quote Summary screen:

Procedure

  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 Summary 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 Summary screen is displayed.
  5. Click Actions, and then click Copy as Alternative Quote.
  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.

    After the alternative quote is created, you can perform the following tasks:

    • Add a Product to a Quote
    • Modify the Price of a Product in a Quote
    • Adjust the Price of a Product in a Quote
    • Adjust the Quote Price
    • View the Quote Price for a Different Pricing Date
    • Modify a Product's Quantity in a Quote
    • View the Notes Added to a Product in a Quote
    • Add a Note to a Product in a Quote
    • Add a Related Product of a Product to a Quote
    • Add a Related Product of a Product as a Recommended Product
    • Adjust the Price of a Bundle Component in a Quote
    • Configure or Reconfigure a Product in a Quote
    • Delete a Product from a Quote
    • Define the Payment Terms and Shipment Terms for a Quote