Siebel Consumer Sector Guide > Complex Quotes and Orders > End-User Procedures for Complex Quotes and Orders >

Creating Quotes

You begin the quote creation process by adding a new quote record to an account. If you are creating a quote for a group of retail outlets, you would typically add the quote to a headquarters or key account.

To add a quote to an account

1. Navigate to the Accounts screen > Accounts List view.
2. From the visibility filter, choose All Accounts.
3. Select the account record to which you want to add a quote.
4. Drill down on the Name field hyperlink, and click the Quotes view tab.
5. In the Quotes list create a new record ,and complete the necessary fields.

   Some fields are described in the following table.

   Fields	Comments
   Quote #	A unique, system generated identification number.
   Revision	The number of times the quote has been revised.
   Name	The name of the quote.
   Opportunity	The opportunity associated with the account.
   Account	The account for which the quote was created.
   Account #	The identification number of the account for which the quote was created.
   Site	Indicates the location of the account.
   Status	The status of the quote; for example, Accepted or In Progress. LOV Type: QUOTE_STATUS
   Active	Indicates whether the quote is active.
   Price List	The price list you select helps determine the price charged for each product you include in the quote.
   Discount	A percentage discount to be applied to the product prices specified in the price selected for the quote.
   Sales Rep	The name of the employee to whom the quote is assigned.
   Created	This value is generated automatically when you create the quote. Read only.
   Due	The date by which the quote must be presented to the customer (the buyer).
   Effective	The beginning date of the period covered by the quote.
   Through	The final date of the period covered by the quote.
   Organization	An organization affiliated with the quote. By default, this value is filled with the organization of the person who created the quote.