Setting up and changing the quote expiry period

If stores in the IBM Sales Center will use single-seller quotes, set a default quote expiry period. Customer Service Representatives (CSRs) can override the default value by using the IBM Sales Center.

About this task

Complete the following steps to set a default value for the quote expiry period:

Procedure

  • Setting up the quote expiry period.
    1. DB2Open a DB2 command prompt. OracleOpen an SQLPlus command window.
    2. Run the following SQL statement:
      UPDATE STORE SET QUOTEGOODFOR= default_time_period WHERE STORE_ID= store_ID 

      Where:

      default_time_period
      The default time period in seconds for which a single-seller quote is valid.
      store_ID
      The store ID. To determine the store ID for your store, run the following SQL statement:
      SELECT STOREENT_ID FROM STOREENT WHERE IDENTIFIER=' store_identifier'

      Where:

      store_identifier
      The store name.
    3. Repeat the preceding step for each store in which you want to set a quote expiry period.
  • Changing the quote expiry period in the IBM Sales Center
    1. Log on to the IBM Sales Center.
    2. Select a store.
    3. Find a customer.
    4. Find a quote for that customer.
    5. Set the new quote expiry period on the Summary page for the selected quote by entering the number of days the quote is valid for in the Quote good for field.