Modifying a product's quantity in a quote

After adding a product to a quote, you can modify the quantity of the product. For example, you may want to either increase or decrease the quantity of the product based on the requirements of 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. In the box under the Quantity column, enter the appropriate quantity for the corresponding product.
   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, you can modify the quantity of only the parent product of the bundle component but not the component lines of the bundle component.
8. Click Save.

   The Quote Details screen is refreshed, and the modified quantity is displayed along with the modified adjustments and quote total.