Rejecting a quote on behalf of a customer

After a quote has been presented to a customer, you can reject the quote on behalf of the customer. For example, if a customer wants to reject a quote based on the quote price, you can reject the quote on the customer's behalf.

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 Reject.
7. The Reject For Customer screen is displayed. In the Note Text* box, a note is displayed by default. Modify the note or enter additional notes, as required.
   Note: * indicates that the field is mandatory.
8. Click Confirm. The Quote Summary screen is refreshed, with the status of the quote displayed as Rejected.

   After a quote is rejected, you must rework the quote if you want to work on the quote again. For example, you may want to modify the quote price in order to present a customer with a better price for the products in the quote.