Siebel eAutomotive Guide > Working with Quotes > End-User Procedures >

Allocating Vehicles to a Quote

The end user can allocate a vehicle from dealer inventory to reserve it for a specific customer opportunity.

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

To allocate vehicles to a quote

  1. Navigate to the Quotes screen.
  2. In the Quotes list, select the quote.
  3. Click the Vehicles view tab.
  4. Create a quote line item by selecting the product upon which the vehicle is based.
  5. In the Vehicles list, click the menu button and select Add New Record.
  6. Click the select button on the VIN# field.

    7. 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 then click OK to allocate this vehicle to the quote.

 Siebel eAutomotive Guide 
 Published: 18 April 2003