This chapter covers the following topics:
Oracle Quoting enables simple, secure creation and management of customer quotes across all sales and interaction channels. Organizations can propose product solutions and negotiate prices, while enforcing consistent business rules throughout the sales cycle.
Oracle Quoting users can create quotes using modifiable templates, add and configure complex products, and perform real-time global availability checks. Users can accept product trade-ins, assign sales credits, and manually adjust prices. Quoting integration with Oracle Sales Contracts allows users to negotiate a quote with contract terms and conditions. Complex customer approval chains are supported and users can view and change customers' existing installation information, publish and print quotes, and eventually convert quotes to orders.
Oracle Quoting user interface is available as pages (HTML) and windows (Forms) that can be used independently. Oracle Quoting pages integrates with Oracle Sales and Oracle Quoting windows with Oracle TeleSales.
The following are some of the key features in Oracle Quoting:
Enforce key business practices in the sales cycle with enhanced quote status and transition model
Create quote templates that are solution-based models
Specify end customer Information
Support flexible pricing in a quote including manual price overrides
Support Automatic and On-demand pricing and tax computation modes
Comply with Latin American Tax Requirements
Support multiple currencies price lists
Perform customer credit checks
Create quote from an opportunity
Convert quotes to orders
Add configured products to a quote (including guided selling)
Support Header and Line Level Shipping and Billing for components of a configuration
Add service products to a quote
Support Buy One, Get One Free (promotional goods)
Check availability of products
Search Customer Install Base for Trade-Ins
Search products using Oracle interMedia
Support Line-Level Payments and Charges
Enable contract terms and conditions to be added, negotiated, displayed and printed on the quote through enhanced integration with Oracle Sales Contracts
Initiate approvals, using the Oracle Approvals engine, with out-of-the-box notifications
Automatic territory assignment
Automatic sales credit allocation
View estimated commission
Perform terms substitutions
Print quotes in PDF and RTF formats with enhanced printing
Support XML Publisher RTF Templates and Output
Support printing sales supplements
Share quotes with customers to public and restricted Web storefronts
Create and update quotes for different operating units
Automatically populate quote fields based on business rules
Features specific to Oracle Quoting pages
Customize user interface
Ability to create a quote template from a quote
Ability to apply one or more quote templates at the time of quote creation
Ability to apply a quote template from any operating unit. The operating unit can be different or same as the quote's operating unit.
Ability to simultaneously update multiple quote lines
Ability to update quote detail from search results
Ability to validate model configurations
Ability to change customer for a quote when you update or copy a quote
Support the TCA SmartMatch functionality to avoid the creation of duplicate customers and contacts
Access sales assistance comments from customers
Ability to perform a QA check
Features specific to Oracle Quoting windows
Folder technology for customizing columns