How to use Quote Details section?


Manage Quote page is to edit and update the quote related information. Basically, it has three tabs: "Quote Details", "Siemens Products" & "Customer products".

Quote Details: This tab will have information related to basic quote details updated by the user. There are certain action can be performed on this page as shown below

1. Click on the "Open" button to redirect to "Manage Quote" page.

2. Select "Quote Details" tab to view Quote Details.

   3. We can find basic details of the page in the "Overview"

   4. Price related information will be available in the "Prices & Freight"

    Note: Bid Due Date is not mandatory. Date gets populated when pricing for approval is triggered. User has option to change the date, if needed.

   5. We can use "Additional Account Details" for updating partner details

Options are there to populate the field by selecting from the recent search list [  ]or search a new value [  ]

6. "Other Information" space is read-only.



Article ID: 37
Last updated: 04 Jan, 2021
Revision: 7
Manage Quote -> How to use Quote Details section?
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