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 add an item to a quote.
Procedure
- Log
on to the IBM Sales Center.
- Select a store.
- Create a quote to which
you want to add items.
- Go to the Quote Items page.
- For each item that you want to add:
- Click Add.
- Enter the SKU number in the Product Code field.
Tip: Click the Find Product icon () to open a page that you can use to find
and select an item with appropriate attributes.
- Optional: To select a different contract price if
one is available:
- Click the Contract cell.
- On the Contract Selection page, select a contract price and then click OK.
Note: If multiple contract
prices are available to the customer, the lowest contract price is selected
by default.
- Enter the requested quantity in the Quantity field.
- Optional: Select the product, and then click Details.
Hold the pointer over the Product Description icon () to display
a description of the product.
- Optional: Select the product, and then click Details.
Hold the pointer over the Product Attributes icon () to display
the attributes of the item.
- Optional: If the product is a dynamic kit, you can
configure it by selecting More actions... then Configure.
- Click the Shipping Address cell. Select
the item's destination from the list. Click the Add Shipping Address icon
() to open a page that you can use to add
a new shipping or billing address for the customer.
Note: In
B2B stores, the CSR must Apply the order items before
adding a new shipping address. If the contract does not allow shipping to
the customer's address, then this address will not show up in shipping address
list.
- Select the requested Shipping Carrier from the Shipping
Carrier list.
- Optional: Click the Unit Price cell,
then click the Override Price icon () to open a page
that you can use to override the total item
price if you are authorized to 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: Modify the payment
information to include the new quote items.
- Optional: Click Adjustments to
open a page that you can use to view the details of any adjustments to the
quote.
- Click Complete Quote.