After a quote is presented to a customer, the customer can either accept or reject the
quote. The customer may reject the quote because the customer does not agree to the price of some of
the products. After a customer rejects a quote, you can rework the quote, modify its details, and
then present it to the customer.
About this task
To rework a quote:
Procedure
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Log in to Sterling™ Field Sales.
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From the application sidebar menu, click Quotes.
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The Quotes home page is displayed. Expand the Search
Criteria panel and enter the appropriate search criteria.
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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.
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The Quote Details screen is displayed with the Products tab
highlighted.
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Click the Actions hyperlink and then click Rework
Quote.
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The Rework Quote screen is displayed. In the Additional Notes box, enter appropriate
notes.
- Click Confirm.
The Quote Summary screen is refreshed, with
the status of the quote displayed as Created.
