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Creating Favorites for Quotes

Favorites are product configurations or packages that you have created and want to reuse at another time for other quotes. For instance, you notice that there are several common configurations for the PC computer system that you sell. Rather than create these manually for each quote, you can create one and save it, then reuse it the next time you need to produce a similar quote.

For information on the differences between a Favorite and a Delta Quote, see Creating Delta Quotes.

Saving a Favorite

After you have created a specific product package, you can save it as a favorite to use again in another quote.

To save a favorite

  1. Navigate to the Quotes screen, and in the Quotes list, select the quote.
  2. In the quote record, drill down on the hyperlink in the Name field.
  3. In the Line Items list, click the menu button, and then choose Save as Favorite.

    4. NOTE:  This assumes that you have already entered line item information and you want to reuse the information.

  4. In the Save as Favorites dialog box, enter a name.

    5. The following figure shows the Save a Favorite dialog box, with fields for a name and the Save as a personal favorite check box. Clearing the check box allows all users to use this favorite.

    Click for full size image

  5. In the Favorites dialog box, click Save.

Using Favorites Manager

You can use Favorite Manager to access previously saved configurations or package bundles for use in a quote.

To use Favorites Manager

  1. Navigate to the Quotes screen, and in the Quotes list, select the quote.
  2. In the quote record, drill down on the hyperlink in the Name field.
  3. In the Line Items list, click the menu button, and then choose Favorite Manager.
  4. In the Favorites dialog box, select the favorite, and then click Start from Favorite.

    5. The favorite you selected appears in the Line Items list.

  5. (Optional.) In the Line Items list, click Customize to change the product configuration.
  6. To save this modification as a favorite, see Saving a Favorite.

 Siebel Sales User Guide 
 Published: 18 April 2003