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Adding a Write-In Product to the Price List for a Quote
When a product is not listed in the price list, and you need to add the information manually, you create a write-in product.
To add a write-in product
- Navigate to the Quotes screen.
- In the Quotes list, select the quote, and then drill down on the hyperlink in the Name field.
- In the Line Items list, click the menu button, and then click New Record.
- In the Product field, click the select button.
The Pick Product dialog box appears.
- In the Product field, type *Write* and then click Go.
- In the Pick Product dialog box, select Write-In Product and then click OK.
The Part # and Qty fields are automatically populated.
- In the Line Items list, save the record.
- Click the Line Item Detail view tab.
- In the Line Item Detail form, complete the Disc Price field.
- Select the Keep Discount check box, and then save the record.
The Keep Discount check box allows you to override pricing rules.
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Siebel Sales User Guide Published: 18 April 2003 |