Legacy platform

Viewing the notes added to a product in a quote

Notes in a quote can be used as an information repository to track a quote through its life cycle, and for future references. You can view the notes that have been added to a product in a quote.

About this task

To view the notes that have been added to a product in a quote:

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.
  6. The list of products in the quote is displayed. To narrow down the list of products displayed, enter the appropriate filter criteria in Filter Quote Line field.
    1. Select either of the following options:
      • All Lines: Select this to display all the products that match the search criteria.
      • Lines Pending Approval: Select this to display only the products that match the search criteria and are pending approval.
  7. Click the View Notes icon adjacent to the corresponding product for which you want to view the notes.
    Note: The View Notes icon is displayed only if there are any notes added to the product.
  8. The Notes dialog box displays the notes that have been added to the product so far. To filter the notes you want to view, perform the following steps:
    • Select the note type from the Filter by Note Type* drop-down list to display only the notes of a particular note type. For example, select All from the drop-down list to view all the notes.
    • Select the Show System Generated Notes check box to display the notes that are automatically generated by the system.
  9. Click Close to close the Notes dialog box.

    The Quote Details screen is displayed.