Viewing quote details

You can search for a quote and view the quote details.

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. The following table describes the fields displayed in the Quote Details 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. Click the opportunity name hyperlink to view the details of the opportunity.
   Expiration Date	The date by which the quote will expire. If the expiration date is not specified before the quote is presented to the customer, the Expiration Date - Warning icon is displayed. When you move the pointer over this icon, the following message is displayed: ''If sent to the customer today, this date will be <current date + Default Expiration Period (Number Of Days) rule>''
   Pricing Date	The pricing date of the quote. The prices of the products in the quote are calculated based on this date.
   Anticipated Close Date	The date on which the quote is closed. This is the date by which the opportunity, which the quote is associated with, is expected to be closed.
   Owner ID	The identifier of the owner of the opportunity with which the quote is associated.
   Co-Owner ID	The identifier of the co-owner of the opportunity with which the quote is associated. A co-owner is the secondary owner of an opportunity.

   Additionally, you can view the following information related to pricing:

   • 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 configurationSterling Business Center system configuration.
   • Adjustments: The 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 to 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.