Siebel Automotive Guide > Managing Quotes >

Allocating Vehicles to a Quote

Use this procedure to allocate a vehicle from dealer inventory in order to reserve the vehicle for a specific customer opportunity.

For a vehicle to be allocated to a quote, the Status field for that vehicle should be Available.

This task is a step in Process of Creating Quotes.

To allocate vehicles to a quote

1. Navigate to the Quotes screen > List view.
2. Drill down on the Quote # field link for a selected quote record.
3. Click the Vehicles view tab.
4. Select the product record upon which the vehicle was based.
5. Scroll down to the Vehicles list, and create a new record.
6. Click the select button on the VIN # field.

   The Pick Vehicle dialog box displays all vehicles whose product matches the Product field of the line item selected in the Line Items list, that have a Status of Available, and that are in the same organization as that of the user.

   NOTE:  Allocating a vehicle to a quote changes the status of the vehicle to Allocated. Deleting a vehicle from a quote changes the status of the vehicle to Available.

7. Select a vehicle and click ok.

Related Topics

• Creating Quotes
• Copying or Revising a Quote