Deleting a product from a quote

You can delete a product from a quote. For example, a customer may have had a change of mind and may not want to purchase a particular product in which the customer had shown interest earlier. In such a scenario, you can delete the product from the quote before presenting the quote to the customer.

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. Select the check box adjacent to the corresponding product that you want to delete, and click
   Note: Based on the configurations made by your administrator, you will be able to view the component lines of a bundle component either in the Component Pricing dialog box or sequenced below the parent product of the bundle component in the Quote Details screen. If the component lines are sequenced below the parent product of the bundle component in the Quote Details screen, then, the icon is displayed only for the parent product of the bundle component and is not displayed for all the component lines of the bundle component.
8. A message asking you for confirmation is displayed. Click Yes.
9. The product is no longer displayed in the list of products displayed under the Products tab. Click Save.
   Note: If you do not click Save, the product will not be deleted from the quote.