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IBM WebSphere Commerce V7
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  1. Home
  2. User Guide

    The information contained in this section applies to IBM WebSphere Commerce Version 7.0.0.9 and Feautre Pack 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in new editions.

  3. Operating
  4. IBM Sales Center for WebSphere Commerce
  5. Quotes

    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. You can also modify many of the details in an existing quote (such as item quantities, shipping addresses, and so on).

  6. Canceling a quote

    To cancel an existing quote:

  • User Guide

    The information contained in this section applies to IBM WebSphere Commerce Version 7.0.0.9 and Feautre Pack 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in new editions.

    • Planning

      Creating a custom implementation of a WebSphere Commerce store requires a significant amount of planning. From gathering client needs, to deploying the live solution, much work is needed to successfully deploy a custom client store. Use the resources in here to help you plan every phase of store creation.

    • Installing

      Review this section for information about installing the WebSphere Commerce product, associated maintenance, and WebSphere Commerce enhancements.

    • Migrating

      Before you migrate WebSphere Commerce, review this information for an overview of the migration process.

    • Operating
      • IBM Management Center for WebSphere Commerce

        The IBM Management Center for WebSphere Commerce, or Management Center, is a suite of tools to support store management, merchandising, and marketing tasks for business users (Sellers, Marketing Managers, Product Managers, Catalog Managers, and others).

      • IBM Sales Center for WebSphere Commerce
        • Getting started with the IBM Sales Center

          The IBM Sales Center for WebSphere Commerce helps you accomplish your customer-service tasks easily and efficiently. You can work with orders and quotes for many customers and in many stores at the same time. In addition, you can quickly find information and compare products.

        • Stores

          When you log onto the IBM Sales Center, no stores are available. You have to select a store explicitly, and you can only select from stores to which you have access. Within the Stores view, you can have an unlimited number of stores available, but only one store can be active at a time. Your available stores are based on either a B2B direct or consumer direct business model:

        • Customers and organizations

          All orders are associated with customers. You can create profiles to register new customers with a specific store using the Customer editor. The difference between creating a B2B and consumer direct customer is that the B2B direct customer has to be created in the context of an organization.

        • Orders

          You can use the IBM Sales Center to create an order for a new or existing customer by beginning with a new order. Alternatively, you can create a new order based on the information in an existing order or quote. You can also modify many of the details in an existing order (such as item quantities, shipping addresses, payment methods, and so on) after the order is submitted but before all items in the order have been fulfilled. In addition, you can view and work with merchandising associations related to the items in an order as well as view marketing promotions that might be of interest to the customer.

        • Quotes

          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. You can also modify many of the details in an existing quote (such as item quantities, shipping addresses, and so on).

          • Creating a quote

            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.

          • Finding a quote

            When you are searching for a quote, you can use either the quick-find or advanced-find search method.

          • Adding and viewing quote comments

            You can add comments to any quote for other Customer Service Representatives to see. These comments can also be sent to the customer.

          • Adding items to a quote

            To add items to a quote:

          • Applying promotional offers

            You can view promotional offers related to an order and change the order so that a promotional discount is applied.

          • Adding associated products

            You can view and apply suggestions for associated products (such as cross-sells, up-sells, and so on) based on the items in an order or quote.

          • Specifying shipping information

            This section explains how to specify shipping information for an order.

          • Specifying payment information

            This section explains how to specify payment information for an order.

          • Viewing quote information

            This page shows how to view a quote.

          • Clearing a quote from view

            After you open a quote, it remains active and available for use in the Stores view. When you are finished working with a quote, you can clear it so that it is no longer visible in the Stores view or Quote editor.

          • Canceling a quote

            To cancel an existing quote:

        • Products

          In addition to normal products, you might be working with the following product types: bundles, packages, dynamic kits and static kits.

        • Ticklers

          A tickler is a note that displays to warn you about an action or remind you to take action. Ticklers are automatically created by the system for several reasons:

        • Returns

          When a customer is not satisfied with the product they have purchased, they can call a customer service representative (CSR) to create a return. A CSR can create, view and edit returns. Editing a return includes adding items to the return, removing items from the return, changing the credit method, credit amount and other key information, or approving it for further processing.

    • Administering
    • Tutorials

      WebSphere Commerce provides many tutorials.

    • Samples
    • Developing

      The topics in the Developing section describe tasks performed by an application developer.

    • Compliance

      The following section describes how you can leverage WebSphere Commerce features and functionality to help your site be compliant with different privacy and security standards.

    • Securing

      These topics describe the security features of WebSphere Commerce and how to configure these features.

    • Performance
    • Troubleshooting
WebSphere Commerce EnterpriseWebSphere Commerce Professional

Canceling a quote

To cancel an existing quote:

Procedure

  1. Log on to the IBM Sales Center.
  2. Select a store.
  3. Find the quote that you want to cancel.
  4. On any of the Quote editor pages, click Cancel Quote.
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