Managing a quote

Sterling™ Field Sales enables users to create quotes, and modify the details of the quotes after they are created.

A quote is a commercial document that allows a prospective buyer to see a predetermined set of items and quantities at a predetermined price, to be delivered on a specific date.

In the user interface, an element (a field or an action) is enabled or disabled based on the quote's status provided a corresponding ModificationType exists for that particular user interface element. The ModificationType for a user interface element is available in the output XML of the getCompleteOrderDetails API, and this is used to enable or disable the user interface elements.

As part of managing a quote, a user can perform the following general tasks:

• Creating a Quote
• Viewing a Quote Summary
• Marking a Quote as the Primary Quote
• Creating an Alternative Quote
• Adding and Viewing a Note
• Abandoning a Quote
• Validating a Quote
• Presenting a Quote to a Customer
• Accepting a Quote on Behalf of a Customer
• Rejecting a Quote on Behalf of a Customer
• Converting a Quote to an Order