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

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.
  2. From the Queries drop-down choose All Accounts.
  3. From the Show drop-down, select the appropriate filter.
  4. Select the account to which you want to add a quote.
  5. Click the Quotes view tab.
  6. In the Quotes list add a new record and complete the necessary fields.

Some of the fields in the Quotes list are described in Table 49.

Table 49. Some Fields in the Quotes List
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.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003