Defining the payment terms and shipment terms for a quote

After a quote is created, you can define the payment terms and shipment terms that are bound to the quote. For example, you can specify the period within which the payment is to be made by the customer or the carrier service that will be used for fulfilling the products in the quote if the quote is converted to an order.

About this task

To define the payment terms and shipment terms for a quote:

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. In the Quote Details screen, click the Terms hyperlink.
8. The Terms dialog box is displayed. Perform the following tasks:
   • From the Payment Terms drop-down list, select the payment term to be applied to the quote, for example, Net 30, Net 10, and so on. The payment term is used to specify the time frame a customer is entitled to for paying the amount due if the quote is converted to an order.
   • From the Carrier drop-down list, select the carrier service to be used for the quote, for example, FedEx, UPS, and so on. The carrier service is the transportation service provider that will be used to deliver the products in the quote if the quote is converted to an order.
   • From the Level of Service drop-down list, select the level of service to be used for the quote. The level of service determines the way in which the order will be fulfilled if the quote is converted to an order. For example, you may choose to either have the products delivered using a normal speed carrier service or an express carrier service. Note that the shipping charges may differ based on the level of service you select.
   • Click the Calendar icon adjacent to the Requested Delivery Date field to select the requested delivery date for the quote. The requested delivery date is the date on which the products in the quote have been requested for delivery. For example, a customer may want a certain product in the quote to be delivered on Christmas eve.
   • In the Shipment Instruction box, enter the appropriate shipment instructions. For example, if the product is a fragile product, you can provide specific shipping instructions, saying that the container in which the product is being shipped must have a label reading FRAGILE, DO NOT DROP.
9. Click Save.