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Modifying Quotes
View topic for Modifying Quotes
Topics
Modifying a Customer Quote
Adding Products to the Quote
Line Numbers
Adding a Service to the Quote
Entering Installation Details
Duplicating a Line
Configuring a Product
Viewing Attributes of a Model
Deleting a Component
Duplicating an Existing Configuration in a Quote
Splitting a Configured Line
Adding a Related Product
Defaulting Rules in Quote Lines
Checking Product Availability
Manually Selecting a Warehouse
Adding Trade-In Products to Quotes
Adding a Trade-in to the Current Quote
Adding a Trade-in From the Customer Install Base
Splitting Lines
Entering Quote Tax Details
Viewing Quote Tax Details
Viewing Quote Versions
Using the Customer History Form to View Customer's Quotes
Viewing the Order History for a Customer
Applying an Agreement to the Quote
Entering Sales Supplement Information
Using Descriptive Flexfields
Changing the Order Type for a Quote