Adding a related product of a product to a quote

A related product is a product that is associated with another product by way of a predefined relationship. For example, a desktop computer can have a printer as a related product , with the printer defined as a cross-sell product for the desktop computer.

About this task

If a product in a quote has related products, you can add them to the quote as separate products. For example, if you have a quote with an LCD TV that has two related products, a DVD player and two speakers, you can add the DVD player as a separate product in the quote.

Note: A related product in a quote is always associated to a parent product. Therefore, if you delete the parent product from the quote or from the list of recommended products, the related product is also deleted.

To add a related product of a product to a quote:

Procedure

Log in to Sterling™ Field Sales.
From the application sidebar menu, click Quotes.
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.
The Quote Details screen is displayed with the Products tab highlighted.
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.
Select the check box adjacent to the corresponding product whose related product you want to add to the quote, and click .

Note: Based on the configurations made by your administrator, you will be able to view the component lines of a bundle component either in the Component Pricing dialog box or sequenced below the parent product of the bundle component in the Quote Details screen. If the component lines are sequenced below the parent product of the bundle component in the Quote Details screen, then, the icon is enabled only for the parent product of the bundle component and is disabled for all the component lines of the bundle component.
The Related Products dialog box, containing the list of related products associated with the product, is displayed. Select the check box adjacent to the corresponding product and click Add As Quote Line.
Click Close to close the Related Products dialog box and return to the Quote Details screen.
Click Save in the Quote Details screen.