Legacy platform

Adjusting the price of a product in a quote

You can adjust the price of the products in a quote by specifying new pricing rules for the products. For example, you might want to offer a discount of 5% on all the products in the quote as part of a promotional offer.

About this task

When performing adjustments to the price of the products in a quote, you can view the customer's rating and the metrics used to calculate the rating. This information can help you determine the adjustments to be applied to the price of the items in a quote.

Note:
  • When you adjust the price of multiple products in a quote, you can neither view nor remove any of the pricing rules that were applied to the products earlier.

To adjust the price of multiple products 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. Select the check boxes corresponding to the products for which you want to adjust the price. Click Add Line Adjustment.
    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 Add Line Adjustment button is enabled only for the parent product of the bundle component and is disabled for all the component lines of the bundle component.