Presenting a quote to a customer

You can present a quote to a customer after you have defined the quote details, such as the products and their quantity, the price of the products, the pricing adjustments, and so on.

About this task

You can present a quote to a customer only if the following conditions are met:

• The quote is in the Approved status.
• All the products in the quote have been validated.

  If any of the products in the quote fails validation, you must modify the quote appropriately before you present the quote to a customer.

To present a quote to a 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. Click the Actions hyperlink, and then click Send to Customer.
   • If the quote has any product lines that have failed validation, the Validate Quote screen is displayed. You can view the quote lines and recommended lines that have failed validation. You must modify the quote appropriately before you can present the quote to a customer.
   • If the quote does not have any product lines that have failed validation, the Send To Customer screen is displayed. Perform the following tasks:

     - In the Note Text* box, a note is displayed by default. Modify the note or enter additional notes, as required.

     - Click Confirm.

     The Quote Summary screen is refreshed, with the status of the quote displayed as Presented.

   After a quote is presented to a customer, the customer may either accept the quote or reject the quote. You can accept the quote or reject the quote on the customer's behalf.