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Quote Types in Siebel eSales

Several quote types support anonymous users and persistent Shopping Carts. The quote types used in Siebel eSales are as follows:

• Anonymous Quote. This type allows anonymous users to add items to the Shopping Cart. When an anonymous user logs in or registers, the quote type of the current quote is checked and converted to Persistent Cart. This preserves the Shopping Cart after login.

  You can use workflows to delete Anonymous Quote records if they last for more than a specified period of time, such as 48 hours. This would apply if the anonymous user chose not to log in.

• Persistent Cart. This is the persistent Shopping Cart. Each user can have only one quote record of type Persistent Cart.

  The persistent Shopping Cart works as follows:

  • When a user logs in, the run-time event WebLogin triggers the action set eSales Web Login Action Set, which invokes the Shopping Service method SetShoppingCart.
  • SetShoppingCart finds the quote with type Persistent Cart associated with that user and sets CurrentQuoteId to the ID of this quote.
• Quotation. When a user clicks Confirm Order on the Order Summary page, the quote type changes from Persistent Cart to Quotation and the status changes to Order Placed.