You can modify the details of a quote. For example, you can modify the customer
information in a quote by assigning a new contact to the customer, add or delete products from the
quote, choose a different payment term, and so on.
About this task
You can modify the
quote details, customer details, product details, Payment Terms and Shipment Terms in a quote, add a
note to a quote, and modify opportunity details.Note: If a quote is pending approval
or has already been presented to a customer, you may need to rework the quote to perform any
modifications.
To modify the details of a quote:
Procedure
-
Log in to Sterling™ Field Sales.
-
From the application sidebar menu, click Quotes.
-
The Quotes home page is displayed. Expand the Search
Criteria panel and enter the appropriate search criteria.
-
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.
The following table describes the fields displayed in the Quote Summary
screen:
| Field |
Description |
| <Customer information or customer contact information, including name,
phone number, and e-mail address> |
The details of the consumer customer or the business customer contact are
displayed, including the name, phone number, and e-mail address. |
| Status |
The status of the quote. A quote can be in one of the following statuses:
- Created - This indicates that the quote has been created.
Note: If a quote is pending approval, the status of the quote is displayed as Created
(Pending Approval) to indicate that the quote has been put on hold. If the request for approval
of a quote has been rejected by an approver, the status of the quote is displayed as Created
(Approval Rejected) to indicate that the quote has been rejected.
- Approved - This indicates that the quote has been approved.
- Presented - This indicates that the quote has been presented to the
customer.
- Accepted - This indicates that the quote has been accepted by the customer.
- Rejected - This indicates that the quote has been rejected by the customer.
- Ordered - This indicates that the quote has been converted to an order.
- Abandoned - This indicates that the quote has been abandoned.
|
| Quote ID |
The unique identifier of the quote. |
| An icon along with a text indicator for the primary quote |
Identifies whether the quote is a primary quote or not. |
| Opportunity Name |
The name of the opportunity with which the quote is associated. |
