Managing Quotes for Siebel Sales

A quote is an offer to a customer for specific products and services at a specific price. It includes effective dates, prices, and discounts.

The following procedures related to quotes and quotes management are included in this topic:

• "Displaying Quote Details"

• "Modifying Quote Information"

• "Modifying Line Item Information for a Quote"

• "Modifying Order Information for a Quote"

• "Converting a Quote to an Order"

• "Modifying Quote Team Information for a Quote"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

  
  

Displaying Quote Details

You can display quote details by using the Quotes list.

To display quote details 

1. Tap the Side Menu icon on the application banner, and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the right pane.

   • A list in the left pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear below the list in the right pane.

3. To view the related items for the selected quote, tap the following names in the list in the left pane:

   • Line Items. Shows the quote item information for the quote. For more information, see "Modifying Line Item Information for a Quote".

   • Orders. Shows the order information for the quote. For more information, see "Modifying Order Information for a Quote" and "Converting a Quote to an Order".

   • Quote Team. Shows the quote team information for the quote. For more information, see "Modifying Quote Team Information for a Quote".

Modifying Quote Information

Complete the following procedure to modify quote information.

To modify quote information 

1. Tap the Side Menu icon on the application banner, and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the right pane.

   • A list in the left pane in which you can select the related items for quotes.

2. Update an existing quote as follows:

   1. Tap a quote in the Quotes list.

      All quote details for the selected quote appear below the list in the right pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new quote as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new quote in the fields that appear, and then save the record.

Modifying Line Item Information for a Quote

Complete the following procedure to modify the line item information for a quote.

To modify the line item information for a quote 

1. Tap the Side Menu icon on the application banner, and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the right pane.

   • A list in the left pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear below the list in the right pane.

3. Update an existing quote line item as follows:

   1. Tap Line Items in the list in the left pane.

      All the line items associated with the quote appear in the right pane, and all details for the selected quote appear above the Line Items list in the right pane.

   2. Tap the line item that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new quote line item as follows:

   1. Tap Line Items in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new line item in the fields that appear, and then save the record.

Modifying Order Information for a Quote

Complete the following procedure to modify the order information for a quote.

To modify the order information for a quote 

1. Tap the Side Menu icon on the application banner, and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the right pane.

   • A list in the left pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear below the list in the right pane.

3. Update an existing quote order as follows:

   1. Tap Orders in the list in the left pane.

      All the orders associated with the quote appear in the right pane, and all details for the selected quote appear above the Orders list in the right pane.

   2. Tap the order that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new quote order as follows:

   1. Tap Orders in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new order on the page that appears, and then save the record.

Converting a Quote to an Order

When you create an order from a quote using the Auto Order link, an order record is automatically created for the quote using the data from the quote. For more information about creating orders from quotes, see Siebel Order Management Guide.

To convert a quote to an order 

1. Tap the Side Menu icon on the application banner, and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the right pane.

   • A list in the left pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear below the list in the right pane.

3. Tap Orders in the list in the left pane.

4. Tap Auto Order to create an order from the quote.

Modifying Quote Team Information for a Quote

Complete the following procedure to modify the quote team information for a quote.

To modify the quote team information for a quote 

1. Tap the Side Menu icon on the application banner, and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the right pane.

   • A list in the left pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear below the list in the right pane.

3. Update an existing quote team as follows:

   1. Tap Quote Team in the list in the left pane.

      All the team members associated with the quote appear in the right pane, and all details for the selected quote appear above the Quote Team list in the right pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update only the Primary check box. You must navigate away from the record to save your changes to it.

4. Add an existing person to the quote team as follows:

   1. Tap Quote Team in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the person on the list that appears, and then tap OK.