Siebel Sales User Guide > Quotes >

Adding a Line Item to a Quote

Drilling down on the quote name in the Quote screen's Quote list allows you to add line items and additional quote details and information.

For each line item in a quote, the Line Item Detail form allows you to view and modify data. Using Line Item Details, you can apply a manual discount to a line item. After you have priced all line items in a quote, you can view the total of all discounts applied to each line item by clicking the Totals subview tab.

Products associated with quotes in the Opportunity screen's Products view appear automatically as line items with any applicable discounts if you use Auto Quote to create the quote. For more information, see Using Auto Quote to Create a Quote.

NOTE:  You cannot query for packaged products in Quotes screen's Line Items view.

in addition to using the Line Items view to add individual item records, line items can be added to a quote using the following methods:

To add a line item

  1. Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the quote.
  2. Click the Quotes view tab, and in the Quotes list, select the quote.
  3. In the quote record, drill down on the hyperlink in the Name field.

    4. The Line Items list and the Totals subview appear.

  4. In the Line Items list, add a new record.
  5. In the new line item, click the select button in the Product field and choose a product from the Pick Product dialog box.
  6. Complete the fields for the line item record.

    7. The following table describes some of the fields.

    Field
    Comments
    Attributes
    A text description or abstract of the product offering.
    Extended Net Price
    If the quantity reflects a number of products for the line item, then the extended net price reflects the total for the number of products listed.
    Extended Qty
    Displays a default value of 1. Reflects the actual number of units contained in the component product, packages, or bundle that is ordered. This field differs from the Qty field for hierarchical products.
    Item Net Price
    The price for an individual item. When you are referencing component products or packages, the Item Net price is the net price of the top level only and does not include the rollup.
    Part #
    A unique number assigned to the product you selected.
    Qty
    Displays a default value of 1. You can edit this field to reflect the number of products associated with the line item. Reflects the actual number of units of a component product, package, or bundle that is ordered.
    Unit Net Price
    Net price of the item and the rollup of the unit net price of its immediate children. The net price and unit net price for simple products are the same.

NOTE:  To enter more than one line item, repeat Step 4 through Step 6 for each item.

Using Browse Catalog to Add Quote Line Items

The Browse Catalog feature, which uses the Product catalog, provides another way to add line items to a quote. In the Product catalog you can add additional products or services to the customer's existing quote. After adding products and services, click View Quotes to update the information.

NOTE:  The Browse Catalog feature is only available to you if your company has purchased Siebel eCatalog. For more information, see Siebel eSales Administration Guide.

You can also add line items manually without using the Browse Catalog feature.

To use Browse Catalog to add line items

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity, and then click the Quotes view tab.
  3. In the Quotes list, select the quote, and then drill down on the hyperlink in the Name field.
  4. In the Quote form, click Browse Catalog.
  5. In the catalog's Browse list, select each product to add by supplying the quantity and clicking Add to Cart.
  6. After the products have been added, click View Details in the Catalog view to return to the Line Items list.

Using Add Items to Add Multiple Line Items to the Quote

Use the Add Items feature to add multiple line items to the quote, and specify the quantity and attributes for the items.

To add a product to a quote using Add Items

  1. Navigate to the quote to which you want to add items.
  2. Drill down on the quote name to display the Line Items list.
  3. In the Line Items list, click Add Items.
  4. In the Pick Products dialog box, select the products to add to the quote.
    1. In the Order Qty field, enter the quantity for each product, and then click Add or press the tab key.
    2. To specify attributes for a product, click Attributes, complete the dialog box, and then click OK.
    3. When you are finished specifying product quantity and attributes, click OK.

For information on entering discounts or price adjustments, and manually repricing items, see Siebel Order Management Guide.

Adding Products One at a Time to Quote Line Items

If you know the product name, you can add products one at a time to the Line Items list.

To add items one at a time

  1. Navigate to the quote, and then drill down on the quote name hyperlink to display the Line Items list.
  2. In the Line Items list, add a new record.
  3. In the new record, enter the product name in the Product field.
  4. (Optional) Make any necessary changes to the quantity or attributes.
  5. (Optional) Enter discounts and price adjustments.

    6. For more information, see Siebel Order Management Guide.

Using Templates to Add Line Items to Quotes

Product selection templates are groups of products and attributes that have been saved for reuse. Some product selection templates are public, and available to anyone using Siebel Sales. Other product selection templates are private, and are often created from an existing quote or order.

To add all the items in a template to the current quote

  1. Navigate to the quote, and in the Quote header summary, click Select Template.
  2. In the Product Selection Template dialog box, select the template, and then click OK.

    3. The items and associated attributes are copied into the quote or order.

  3. Make any additional changes to the line items.

To add some of the items in a template to the current quote or order

  1. Navigate to the quote, and in the Quote summary form, click Select Template.
  2. In the Product Selection Template dialog box, drill down on the name of the template that includes the items you want to use.

    3. The Product Template List appears, and the Product Template Item List shows all the products in the template.

  3. Select the products you want to add to the current quote, and then click Add Selected Items.

For information on creating a product template, or making changes to a private product template, see Siebel Order Management Guide.

Adding a Package of Line Items to a Quote

In the Line Items list you can create a product bundle called a package. The package unit net price is the rolled up price of its bundled component products. If you discount the price of a component product or change the quantity of a component product, the price difference is automatically reflected in the unit net price and the extended price for the package. After you add a package to a quote, you can add individual product items to the package and renumber the items.

To add a package of line items

  1. Navigate to the Quotes screen.
  2. In the Quotes list, locate the quote, and then drill down on the Name hyperlink.
  3. In the Line Items list, add a new record, and in the new record, click the select button in the Product field.
  4. In the Pick Product dialog box, type Package, and then select the package product.
  5. In the Line Items list, complete the fields and save the record.

To add a product to a package of line items

  1. In the Line Items list, select the package item, and create a new record.

    2. A new line item row appears.

  2. In the line item row, add a product from the Product list to the package you created.
  3. Follow the procedure for To add a line item.
  4. (Optional) Modify quantities and discounts for products in the package.
  5. Select the new product line item, and then click the Indent button.

    6. The icon and number in the Sequence column change to reflect the addition of a product line item to the package.

    The Outdent button removes products from packages.

To add more than one product to a package, repeat Step 1 through Step 5 for each item.


 Siebel Sales User Guide 
 Published: 18 April 2003