A customer might want to get a cost quotation before deciding whether
to place an order. You can use the IBM Sales Center to create a quote for
a new or existing customer by beginning with an empty quote, or you can use
it to create a new quote based on the information in an existing quote or
order. This section explains how to create a quote.
Procedure
- Log
on to the IBM Sales Center.
- Select a store.
- Optional: Find a customer.
- Perform one of the following actions:
- Right-click the store or customer in the Stores view, and then click Create
Quote (Ctrl+Q).
- Select the store in the Stores view, and then click Quote >
Create > Anonymous. This option is only available if no customer
has been previously selected.
- Select the customer in the Stores view, and then click Quote >
Create > Logon ID . This option is only
available if no customer has been previously selected.
- If no customer is identified on the Quote page, click Find to
open a page that you can use to find and
select a customer.
- Go to the Quote Items page.
- Perform one of the following actions:
- Optional: Review any related products that appear in
the Merchandising Associations view with the customer, and add
associated items to the quote if the customer requests that you do
so.
- Click the Apply button to apply your changes
before clicking on the Payment page.
- Review the items quoted and the charges with the customer.
- Optional: Click Adjustments to
open a page that you can use to view the details of any adjustments to the
quote.
- Optional: Click Add in the Payment
Information section to open a page that you can use to add
payments to the quote.
- Click Complete Quote.