Searching for a quote

You can search for a quote and view the details of the quote. As a field sales representative, you may want to see the details of a quote, such as the expiration date of the quote, the products added to the quote, and so on.

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, enter the appropriate search criteria.
   The following table describes the fields displayed in the Search Criteria panel:

   Field	Description
   Enterprise	Select the enterprise for which the quote was created. This drop-down list displays all the enterprises that you have access to. Note: This field is displayed only if you have access to multiple enterprises.
   Quote Name	Select the appropriate operator from the drop-down list, and enter the appropriate value in the corresponding box. For example, to search for a quote whose name is ComputerSystems, you can select starts with from the drop-down list and enter Computer in the corresponding box.
   Quote ID Starts With	Enter the complete identifier of the quote or the initials of the quote identifier. If you are searching for a quote with quote123abc as the Quote ID, you can enter quote123 in the box.
   First Name Starts With	Enter the complete first name or the initials of the first name of the customer contact for the quote.
   Last Name Starts With	Enter the complete last name or the initials of the last name of the customer contact for the quote. For example, if the last name of the customer contact is Thomas, you can enter Thom in the box.
   Customer ID	Click the Search icon adjacent to the Customer ID field to search for the customer for whom the opportunity was created. The Customer Search dialog box is displayed. Expand the Search Criteria panel and perform the following tasks: From the Enterprise drop-down list, select the appropriate enterprise. This drop-down list displays all the enterprises to which you have access. Depending on the Customer Type you want to search for, select either the Business radio button or the Consumer radio button. Enter the other search criteria as appropriate and click Search Note: If the Business Customer Type is selected, the business customer records are listed before clicking Search. The list of customers matching the search criteria is displayed in the search results. Click the corresponding Customer ID hyperlink to select the customer. The Customer ID of the customer is populated in the Customer ID box.
   E-mail Starts With	Enter the complete e-mail address or the initials of the e-mail address of the customer contact for the quote.
   Day Phone	Select an operator from the drop-down list and enter the complete phone number or the partial phone number of the customer contact in the corresponding box.
   Expiration Date	Select an operator from the drop-down list and click the Calendar icon to select the appropriate date. The expiration date is the date by which the quote will expire. Note: If the expiration date of a quote is not specified before the quote is presented to the customer, the expiration date is computed by the system. The computed expiration date is not considered when you search for a quote with that expiration date as the criteria.

4. 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.

   Note: All quotes are not loaded at once when you perform a search. Quotes are loaded as and when you scroll down.