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Quotes and Templates

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A quote is an offer to sell a set of items at particular prices for a defined period of time. A template is a group of items that are frequently purchased together.

The Shopping Cart can be saved as a quote or a template. Saved quotes can be edited at any time. If a quote has not expired, it can also be ordered directly.

eSales - Edit Quote Process

The workflow for editing a saved quote is shown in Figure 4.

Figure 4. eSales - Edit Quote Process

The eSales - Edit Quote Process is called when a user clicks Edit Quote in the Saved Quote Detail view. The following events happen:

The process determines whether the Shopping Cart is empty.
If it is empty, the quote is moved to the Shopping Cart.
If it is not empty, the Edit Quote Confirmation pop-up view appears. The user has three choices:
Cancel. The process determines whether the quote is for an existing customer. If it is, the Customer Quote Detail View appears and the process ends. If it is not, the Saved Quote Detail View (eSales) view appears and the process ends.
Discard Cart. The Shopping Cart is emptied and the quote to be edited is moved to the Shopping Cart.
Save. If there is an error, the eSales - Display Error Process (see Figure 28) is called, and then the user is sent back to the Edit Quote Confirmation pop-up view. For example, this would happen if the user tried to save a quote with a name that was already being used.

If there is no error, the Shopping Cart is saved as a quote and the quote to be edited is moved to the Shopping Cart (see eSales - Save Cart Process).

The Shopping Cart is repriced and displayed.

eSales - Order Quote Process

The workflow for turning saved quotes into orders is shown in Figure 5.

Figure 5. eSales - Order Quote Process

The eSales - Order Quote Process is called when a user chooses to order a saved quote in the Saved Quote Detail view in Siebel eSales. The following events happen:

The process determines whether the quote has expired. If it has not expired, the eSales - Checkout Process (see Figure 10) is called.
If the quote has expired, the process determines whether the Shopping Cart is empty.
If the Shopping Cart is empty, the quote is moved into the Shopping Cart and repriced. The user is sent to the Shopping Cart view.
If the Shopping Cart is not empty, the user has three choices:
Cancel. The process determines whether the quote is for an existing customer. If it is, the Customer Quote Detail View appears and the process ends. If it is not, the Saved Quote Detail View (eSales) view appears and the process ends.
Discard Cart. The current contents of the Shopping Cart are discarded. The quote is moved into the Shopping Cart and repriced, and then the user is sent to the Shopping Cart view.
Save. The current contents of the Shopping Cart are saved as a quote. If there is an error, the eSales - Display Error Process (see Figure 28) is called, and then the user is sent back to the Order Quote Confirmation view. For example, this would happen if the user tried to save a quote with a name that was already being used.

If there is no error, the quote is moved into the Shopping Cart and repriced, and then the user is sent to the Shopping Cart view.

eSales - Reprice Process

The workflow for repricing a quote is shown in Figure 6.

Figure 6. eSales - Reprice Process

The items in the quote are repriced based upon the current price in the appropriate price list.

The eSales - Reprice Process is called by the eSales - Modify Order Process (see Figure 26). Repricing a quote is its own process because the
eSales - Reprice Process is based on the Catalog business object, while the eSales - Modify Order Process is based on the Order Entry (Sales) business object.

eSales - Save Cart Process

The workflow for saving a Shopping Cart is shown in Figure 7.

Figure 7. eSales - Save Cart Process

The eSales - Save Cart Process is called when a user clicks Save As Quote. The following events happen:

The process determines whether the user has logged in explicitly.
If not, the user is sent to the Login view. The Pending Request flag is set so that after the user has logged in, the eSales - Save Cart Process is restarted.
If so, the Save Shopping Cart view appears, where the user has two choices:
Cancel. The user is returned to the Shopping Cart.
Save As Quote. The Shopping Cart is saved as a quote. The process checks for error messages.

If there is an error message, the eSales - Display Error Process (see Figure 28) is called, and the user is sent back to the Save Shopping Cart view. This would happen, for example, if the user tried to save a quote with a name that was already being used.

If there is no error message, the process determines whether the quote is for an existing customer. If it is not, the My Quotes view appears. If it is, the process determines whether the customer is a power user.

If the customer is not a power user, the Customer Quotes View appears.
If the customer is a power user, the eSales - Power Customer Quotes View process is called.

A power user is a delegated customer administrator or purchasing manager.

eSales - Add To Template Process

Customers create templates to store groups of products that they may want to buy in the future. The eSales - Add To Template workflow is used to add:

The entire contents of the shopping cart to a template.
Individual products from a catalog to a template.

The workflow is shown in Figure 8.

Figure 8. eSales - Add To Template Process

The eSales - Add To Template Process is called when a user clicks the Add To Template button in the shopping cart or catalog product detail view. The following events happen:

The process establishes whether the customer has explicitly logged in. If the customer has not logged in, the eSales - Login View process is called to allow the customer to log in. If the customer has logged in, the process checks whether the customer has one or more existing templates. If the customer:
Has one or more templates, the Pick Quote Template View (eSales) appears and the customer either picks a template or chooses to create a new template.
If the customer chooses to create a new template, or does not have a template, the New Quote Template View (eSales) appears and the customer creates a template.
If the workflow was launched from the Shopping Cart the line items from the Shopping Cart are added to the template. If the workflow was launched from a product catalog, the selected product is added to the template.
The template is saved. If there is an error, an error message appears and the Shopping Cart View is returned.

eSales - Delete Old Anonymous Quotes

The workflow for deleting old anonymous quotes is shown in Figure 9.

Figure 9. eSales - Delete Old Anonymous Quotes

The Delete Old Anonymous Quotes process is called by a repeating server request according to the rules that you set up. For more information, see Administrative Tasks.

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