Siebel Consumer Sector Guide > Complex Quotes and Orders > End-User Procedures >

Adding Products

You can specify a unique group of products for each ship-to account in a quote.

To add products to ship-to accounts

  1. Navigate to the Quotes screen.
  2. From the Show drop-down, select the appropriate filter, if necessary.
  3. In the Quotes list, select a quote.

    4. NOTE:  The quote you select must have a price list selected. If a price list has not been selected, you cannot perform a product search.

  4. Click the Product Search view tab.

    5. The Quote Product Search view appears, with (from top to bottom), a Quote Header form, a Ship To list, a Search Criteria form, and a Product list.

  5. In the Ship To list, select the shipping address to which you want to add products.
  6. In the Search Criteria form, click New Query.
  7. Enter search criteria in one or more fields and click Search.

    8. The product records that conform to the search criteria you entered appear in the Product list.

  8. Click the Search Criteria form menu button, select Refine Query, and repeat Step 7 to narrow the search of the products returned by your previous query.
  9. In the Product list, select the one or more product records you would like to add to the quote and click Add to Quote.

    10. The Line Item Detail view appears. The products you added are displayed in the Product list.

  10. Repeat Step 4 through Step 9 to add products to other ship-to accounts.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003