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Allocating Vehicles to a Quote

Use this procedure to allocate a vehicle from dealer inventory in order to reserve the vehicle for a specific customer opportunity.

For a vehicle to be allocated to a quote, the Status field for that vehicle should be Available.

This task is a step in Process of Creating Quotes.

To allocate vehicles to a quote

  1. Navigate to the Quotes screen > List view.
  2. Drill down on the Quote # field link for a selected quote record.
  3. Click the Vehicles view tab.
  4. Select the product record upon which the vehicle was based.
  5. Scroll down to the Vehicles list, and create a new record.
  6. Click the select button on the VIN # field.

    The Pick Vehicle dialog box displays all vehicles whose product matches the Product field of the line item selected in the Line Items list, that have a Status of Available, and that are in the same organization as that of the user.

    NOTE:  Allocating a vehicle to a quote changes the status of the vehicle to Allocated. Deleting a vehicle from a quote changes the status of the vehicle to Available.

  7. Select a vehicle and click ok.
Related Topics
Siebel Automotive Guide