Adding a new payment method before converting a quote to an order

You can add a different payment method to a quote before converting the quote to an order. You can either select an existing payment method or create a new payment method. For example, you can add a credit card payment method and specify that $500 be charged to the credit card.

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. Click the Actions hyperlink, and then click Convert to Order.
6. The Convert to Order screen is displayed. In the Payment Methods panel, click Add.
7. The Payment Method dialog box is displayed. Perform either of the following steps:
   • From the Existing Method drop-down list, select a payment method from the drop-down list. This drop-down list displays the payment methods available for the customer. After the payment method is selected, the details of the payment method are automatically populated.
   • Select the payment type from the Payment Type* drop-down list. Enter the details of the payment method, as appropriate, based on the payment type selected, as described in the following table:

     Payment Type	Description
     Customer Account	In the Customer Account No* box, enter the account number of the customer to which the amount will be charged.
     Other	In the Payment Reference1*, Payment Reference2, and Payment Reference3 boxes, enter the payment reference number information.
     Gift Card	In the SVC Card #* box, enter the stored value card number. In the Payment Reference1, Payment Reference2, and Payment Reference3 boxes, enter the payment reference number information.
     Store Value Card	In the SVC Card #* box, enter the stored value card number. In the Payment Reference1, Payment Reference2, and Payment Reference3 boxes, enter the payment reference number information.

     Note: * indicates that the field is mandatory.
8. Click Confirm.