When converting a quote to an order, you can modify the amount that will be charged to
the customer’s credit card or customer account. That is, if you want to increase or decrease the
amount to be charged to the customer’s credit card or customer account, you can modify the amount
accordingly.
About this task
To modify the amount to be charged before converting a quote to an
order:
Procedure
-
Log in to Sterling™ Field Sales.
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From the application sidebar menu, click Quotes.
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The Quotes home page is displayed. Expand the Search
Criteria panel and enter the appropriate search criteria.
-
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.
-
Click the Actions hyperlink, and then click
Convert to Order.
-
The Convert to Order screen is displayed. In the Payment Methods panel,
modify the amount to be charged to the corresponding credit card or customer account, as
appropriate.
- Click Confirm.
