After an opportunity is created, you can create a quote for the opportunity. You can then
define the products and pricing adjustments, and the shipment and payment terms for the
quote.
About this task
When a
quote is created for an existing opportunity, the customer who is assigned to the opportunity is
automatically assigned to the quote.
Note: By default, the first quote created for an opportunity
is marked as the primary quote.
To create
a quote for an opportunity:
Procedure
-
Log in to Sterling™ Field Sales.
-
From the application sidebar menu, click Opportunities.
-
The Opportunities home page is displayed. Expand the Search
Criteria panel and enter the appropriate search criteria.
-
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.
-
In the Quotes panel, click New.
Note: The New button is displayed only if there are no quotes
associated with the opportunity.
- The Enter Quote Name dialog box is displayed.
In the Quote Name* box, enter a name for the quote.
The quote is created for the opportunity and the Quote
Details screen pertaining to the newly created quote is displayed.
Note: * indicates that the field is mandatory.
