Legacy platform

Moving a recommended product to a quote

A quote can have quote products and recommended products. Recommended products are products that you recommend to a customer in addition to the list of products a customer has requested. You can move a recommended product to a quote.

About this task

For example, after adding a television to a quote, you recommend a home theater to the customer. If the customer accepts the recommendation, you can move the home theater to the quote.

To move a recommended product to a quote:

Procedure

  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. Click the Recommended tab.
  6. The list of recommended products 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 boxes adjacent to the products you want to move to the quote. Click Move To Products.

    The selected product is moved to the quote, and is no longer displayed in the list of products under the Recommended tab.

    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, Move To Products icon is enabled only for the parent product and is disabled for all the component lines of the bundle component.
  8. Click Save.