Creating a copy of a quote from the opportunity details screen for a new customer using an existing quote

You can copy a quote and create a new quote and a new opportunity for a new customer. For example, you may want to copy an existing quote to create a new quote for a new customer. In such a scenario, you can copy the quote along with the product information, and payment and shipment terms, and then define the customer information to create a new quote and opportunity for a new customer.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Opportunities.
3. The Opportunities home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display opportunities matching the search criteria.
   • If only one opportunity matches the search criteria, the Opportunity Details screen is displayed.
   • If multiple opportunities match the search criteria, the list of opportunities is displayed in the search results. Click the corresponding Opportunity Name hyperlink. The Opportunity Details screen is displayed.
5. In the Quotes panel, click and select Copy as New Quote option for the quote that you want to copy.

   Notes:

   • The Copy as New option is displayed only if there is at least one quote associated with the opportunity.
   • You can only copy one quote at a time.
6. The Create Quote screen is displayed. In the Name* box, enter a name for the quote.
7. Click the Calendar icon adjacent to the Expiration Date box to select the date by which the quote will expire.
   Note: If you do not select a date, the expiration date of the quote will be defaulted based on the configuration.
8. In the Customer panel, select the New Customer radio button, and then depending on the Customer Type, select either the Business radio button or the Consumer radio button.
9. Click Save to create the new quote.
   Note: * indicates that the field is mandatory.