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Modifying Quotes
View topic for Modifying Quotes
Topics
Adding Products to the Quote
Removing Products from the Quote
Adding Services to Quotes
Adding a Service to the Quote for a Product in the Customer’s Installed Ba
Adding a Service for a Product on a Pending Order
Adding a Service for a Product from the Product Catalog
Changing Service Reference from Product Catalog to Installed Base
Modifying a Service
Configuring Products
Viewing Attributes of a Model
Deleting a Component
Duplicating an Existing Configuration in a Quote
Validating Model Configurations
Duplicating a Line
Adding a Related Product
Checking Product Availability
Adding Trade-Ins to Quotes
Adding a Trade-in to the Current Quote
Adding a Trade-in From the Customer Install Base
Viewing Product Relationships in Install Base
Splitting Lines
Splitting a Configured Line
Defaulting Rules in Quote Lines
Viewing Quote Versions
Linking a Quote to an Opportunity
Entering Sales Supplement Information
Changing the Base UOM for a Line
Changing the Order Type for a Quote
Changing Quote To Customer for a Quote
Using Descriptive Flexfields
Updating Multiple Products in a Quote