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Siebel eAutomotive Guide > Working with Quotes > End-User Procedures >
Allocating Vehicles to a Quote
The end user can allocate a vehicle from dealer inventory to reserve it for a specific customer opportunity.
NOTE: For a vehicle to be allocated to a quote, the Status field for that vehicle should be Available.
To allocate vehicles to a quote
- Navigate to the Quotes screen.
- In the Quotes list, select the quote.
- Click the Vehicles view tab.
- Create a quote line item by selecting the product upon which the vehicle is based.
- In the Vehicles list, click the menu button and select Add New Record.
- 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.
- Select a vehicle, and then click OK to allocate this vehicle to the quote.
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Siebel eAutomotive Guide Published: 18 April 2003 |