WebSphere Commerce EnterpriseWebSphere Commerce Professional

Finding a quote

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

About this task

Quick find Use this method to search for a quote using common parameters such as the customer's last name, the customer's first name, and so on.

To search for a quote using the quick-find method:


  1. Log on to the IBM Sales Center.
  2. Optional: 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 Find > Quote .
    • Click Quote > Find.
    • Enter the accelerator sequence Ctrl+F, Ctrl+Q.
  5. Select a search option from the Search by list.
  6. Enter information in all fields, and then click Find.

    Tip: Use an asterisk (*) as a wildcard in a field to broaden your search. Search information can be entered in the following formats:

    1. *
    2. XXX *
    3. * XXX *

    Where XXX is a partial string you want to search on. If search information is entered in any other format, the Find button will be disabled.

    Note that searches that begin with a wildcard are significantly slower than searches that contain a wildcard in another position. For example, in the preceding example search 1 is slower than search 2 or 3.

  7. Scroll through the Search result table to find the quote for which you are searching.

    Tip: Click a column heading in the Search result table to sort the current page of results (there may be more than one page) based on that heading.

  8. Perform one of the following actions:
    • Double-click the quote.
    • Select the quote, and then click OK.