Presenting a quote to a customer
After all the necessary approvals have been obtained for a quote, a Field Sales Representative must present the quote to the customer for whom the quote has been created so that the customer can provide feedback on the quote.
Solution
Sterling™ Field Sales enables a user to present a quote to a customer. If a quote requires approval, a user can present the quote to a customer only if it has been approved by all the approvers.
The following table describes the APIs that are called when a user presents a quote to a customer:
| API | Purpose |
|---|---|
| validateItemsForOrdering | To validate whether the items or the item quantity in the quote is valid for the quote. |
| getCompleteOrderDetails | To retrieve the quote header information. |
| presentToBuyer | To change the status of the quote to Presented after the user presents the quote to the customer. |
End-user impact
None.
Implementation
The notes entered when a user presents a quote to a customer are saved in the quote using the SAA_SENT_TO_CUSTOMER note type.