Marking a quote as the primary quote from the quote summary screen

An opportunity can contain multiple quotes. In such a scenario, you can define one of the quotes within an opportunity as the primary quote. The primary quote is a quote that is most likely to be accepted by the customer and get converted to an order. You can, however, mark only one quote as the primary quote for an opportunity. The details of the primary quote is used for analysis and reporting, such as revenue forecasting.

About this task

To mark a quote as a primary quote from the Quote Summary screen:

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. Click Actions, and then click Mark as Primary Quote. The Quote Details screen is refreshed, with the Primary Quote icon displayed to indicate that the quote is the primary quote.
   Notes:

   • If you choose to mark a non-primary quote as a primary quote for an opportunity which already has a primary quote, the inventory reservations made against the original primary quote are cancelled.
   • Once a quote is marked as the primary quote, you cannot change it to a non-primary quote. To change a primary quote to a non-primary quote, you must mark another alternative quote as the primary quote.