Creating a Quote or Sales Order

This chapter provides the processes and procedures to create quotes and sales orders. It covers the following topics:

• Process of Creating a Quote

• Process of Creating a Sales Order That Is Not Based on a Quote

• Common Tasks for Creating Quotes and Sales Orders

• Changing the Default Price List and Rate List

• How End Users Work with Product Promotions

• Process of Enabling the Automatic Configuration of Customizable Products

• Configuring Multiple Customizable Products

For more information about quotes, see Working with Quotes

For more information about orders, see Working with Sales Orders

This chapter focuses primarily on sales orders. For details about working with service orders, see Siebel Field Service Guide.