Bookshelf Home | Contents | Index | Search | PDF |
Siebel Sales User Guide > Quotes >
Customizing a Product for a Quote
If your organization has purchased the Siebel Product Configurator, you can customize products when you add line items to a quote. Customizing might involve adding components to one or more products within the quote.
For example, if your customer is interested in a quote for a computer system, you can simply select a computer CPU, or you can customize the product by adding a monitor, a hard drive, and an operating system to create a complete product. You customize the selected product using configuration tools in your Siebel application. For more information, see Product Administration Guide.
To customize a product
- Navigate to the Opportunities screen.
- In the Opportunities list, select the opportunity associated with the quote, and then click the Quotes view tab.
- In the Quotes list, drill down on the hyperlink in the Name field.
- In the Line Items list, add a new record, and complete the fields in the line item form.
- In the Line Items list, click the select button in the Part # field.
- In the Pick Product dialog box, select the product, and then click OK.
- Click Customize.
The Customize button is only available if the selected product is a customizable product.
- In the Configurator window, verify that the item is configured correctly.
- If the product is configured correctly, click Done.
- If the product is not configured correctly, make the necessary changes, click Save, and then click Done.
- In the Line Items list, click Verify.
When you click Verify, the quote is verified as complete or incomplete. A message appears to confirm the status. If the quote is incomplete, the message indicates the missing information. You can add the missing information and finish the quote.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Sales User Guide Published: 18 April 2003 |