Legacy platform

Viewing the approval summary of a quote

You can view the approval summary for a quote that is pending approval, or for a quote that is approved or rejected. The approval summary displays the list of violations that require your approval.

About this task

Additionally, if a quote requires approval from multiple approvers, you can view the approval status against each approver. For example, if a quote requires approval from the Sales Lead and the Sales Manager in the Sales department, and the head of the Legal department, you can view the status of the approval against each of these three users.

To view the quote approval summary:

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. Perform either of the following steps:
    • For a quote that is either approved or rejected: click the Actions hyperlink and then click View Approvals.
    • For a quote that is pending approval: click the Actions hyperlink and then click Approvals.

    The Approvals screen is displayed. The following table describes the fields displayed in the Approvals screen:

    Field Description
    <Customer information or customer contact information, including name, phone number, and e-mail address> The details of the consumer customer or the business customer contact are displayed, including the name, phone number, and e-mail address.
    Status The status of the quote. A quote can be in one of the following statuses:
    • Created - This indicates that the quote has been created.
      Note: If a quote is pending approval, the status of the quote is displayed as Created (Pending Approval) to indicate that the quote has been put on hold. If the request for approval of a quote has been rejected by an approver, the status of the quote is displayed as Created (Approval Rejected) to indicate that the quote has been rejected.
    • Approved - This indicates that the quote has been approved.
    • Presented - This indicates that the quote has been presented to the customer.
    • Accepted - This indicates that the quote has been accepted by the customer.
    • Rejected - This indicates that the quote has been rejected by the customer.
    • Ordered - This indicates that the quote has been converted to an order.
    • Abandoned - This indicates that the quote has been abandoned.
    Quote ID The unique identifier of the quote.
    An icon along with a text indicator for the primary quote Identifies whether the quote is a primary quote or not.
    Opportunity Name The name of the opportunity with which the quote is associated.

    Additionally, you can view the following information:

    • In the Approval Trail panel, you can view the list of approvers who are involved in the approval process and the status of the approval for each approver. If you are an approver for the quote, the row containing your name and team is automatically selected, and a panel is displayed with the list of violations that you have already approved or have to approve.
    • In the Pricing Summary panel, you can view the following information:
      • Line Sub Total: The quote's line subtotal.
      • Upfront Charges: The upfront charges that is associated to an item.
        Note: Upfront Charges is displayed only if you have enabled the multi-price type for an enterprise in Sterling Business Center. For more information about enabling the price type for an enterprise, refer to the Sterling Business Center system configuration Sterling Business Center system configuration.
      • Adjustments: The price adjustments applied to the quote.
      • Shipping: The shipping costs of the quote.
      • Taxes: The tax amount applied to the quote.
      • Total: The quote's total. This is the total amount that will be charged from the customer after taking into account all the adjustments, charges, and taxes applied to the quote.
      • Profit Margin: The profit margin that will be earned from the quote if the quote is converted to an order. This is displayed as a percentage. For example, a profit margin of 20% means a profit of $20 from every $100 that is earned from the quote.
    • In the Notes panel, you can view the notes that have been added to the quote.