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 from an existing quote.
Procedure
- Log
on to the IBM Sales Center.
- Select a store.
- Optional: Perform one of the following actions:
- Find the quote on which you want
to base the new quote, and then select it in the Stores view or Quote editor.
- Find the customer for the quote
on which you want to base the new quote, and then select the customer in the
Stores view.
- Click Quote > Create from Existing.
- If the information in Existing quote is
not correct, perform one of the following actions:
- Enter the ID of the quote on which you want to base the new quote.
- Click Find to search for the ID of the quote on
which you want to base the new quote.
- Optional: Select Preserve payment instructions.
- Click OK.
- Modify the quote as necessary.
Note: All items in the new quote are re-priced,
and any previously negotiated prices will need to be re-negotiated.
- In the Quote Items page, click the Apply button
to apply your changes before clicking on the Payment page.
- Click Complete Quote.
