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.

Procedure

1. Log on to the IBM Sales Center.
2. Select a store.
3. Optional: Find a customer.
4. 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.
5. 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.
6. Go to the Quote Items page.
7. Perform one of the following actions:
   • Add items to the quote one at a time.
   • Add a bundle to the quote.
8. 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.
9. Click the Apply button to apply your changes before clicking on the Payment page.
10. Review the items quoted and the charges with the customer.
11. Optional: Click Adjustments to open a page that you can use to view the details of any adjustments to the quote.
12. Optional: Click Add in the Payment Information section to open a page that you can use to add payments to the quote.
13. Click Complete Quote.