Processing Quotes

The customer service representative can view all the quotes currently in the system. In addition, the representative can override details of the quote, including its expiration date, and the quantity and prices of each line item saved in the quote.

To Search for Quotes

1. Click Advanced Search in the Quotes panel on the Comergent eBusiness System home page.

2. Enter search criteria to help you locate a quote. You can use the asterisk (*) wildcard for your search. Click Submit.

   TABLE 47. Search Criteria: Quotes 

   Field	Description
   Accounts by Manager/Rep	You can specify that the search should be performed only over partner accounts that are assigned to particular enterprise managers and users. Click ... to select users from the enterprise organization.
   Organization	Enter the company name of the user that created the quote.
   Username	Enter the username of the user that created the quote.
   User First Name	Enter the first name of the user that created the quote.
   User Last Name	Enter the last name of the user that created the quote.
   Quote ID	Enter the ID of the quote that you are looking for.
   Product ID	Enter the product ID number to list all the quotes that contain this product ID.
   Creation Date	Enter starting and ending dates to display any quotes created within the given time period.
   Expiration Date	Enter the starting and ending date to display any quotes that expire within the given time period.

   The Quotes tab of the Workspace page is displayed with the quotes that meet your search criteria displayed.

3. Click on the quote name of the appropriate quote.

   This displays the Quote Detail page.

To Process Quotes

Customer services representatives can modify the details of a quote and they can place the quote as an order on behalf of the user that saved the quote.

1. Search for the return as described in To Search for Quotes.
2. Navigate to the detail page for the quote.
3. On the Quote Detail page, modify the quote details as appropriate.
4. Click Update.

If you want to place the quote as an order, then follow these additional steps:

5. Click Prepare Order Header.
6. Click Edit Header Info. Enter order information as appropriate on behalf of the user.
7. Click Review and Place Order. On the Review and Place Order page, you can double-check any order details before placing the order.
8. Click Place Order.

   A confirmation page is displayed. Click Done to return to your workspace page.

To Modify a Quote

As an enterprise user, you can modify quotes as follows:

1. Search for the quote.

   See To Search for Quotes.

2. Click on an ID to view the details of the quote.

3. Modify the information as necessary.

   You can click the calendar icon to select a new expiry date.

4. Click Update to save the changes and continue editing the quote; click Back to return to the list of quotes.

Users can request better prices by clicking Negotiate Prices while viewing a cart. When they do so, they are prompted to specify the discount that they want for each line item and to provide a reason for the request (such as a volume discount or a competing offer). When the request is submitted, then:

• It can be automatically approved: this occurs if the requested price for each line item is within a certain percentage of the user's list price. This percentage is determined by the RFQ Rule Acceptance Percentage system property. See RFQ Rule Acceptance Percentage for more information. If a quote is automatically approved, then it is saved as an orderable quote, and so the user can immediately place it as an order.
• If it is not automatically approved, then it is saved as an submitted quote and an email message is sent to an email address used to alert customer service representatives that a user has requested a quote. The email address is determined by the Email Address for CSR system property. See Email Address for CSR for more information. A customer service representative must then approve or reject the quote as described in this section.

A customer service representative can view all the quotes currently in the system that have not been automatically approved. In addition, the representative can override details of the quote, including its expiration date, and the quantity and prices of each line item saved in the quote.

• If you approve a quote, then the quote is converted to an orderable quote. When the user who requested the quote next logs in, they will see that the quote is now approved, and they can proceed to place the quote as an order.
• If you reject a quote, then the quote status is set to Rejected. When the user who requested the quote next logs in, they will see that the quote has been rejected. If they want to, the user can navigate to the quote and re-submit it.

To Approve a Quote

Customer services representatives can modify the details of a submitted quote and they can approve or reject it. If they approve a quote, then it is saved as an orderable quote: it can then be placed as an order either by the user or by a customer service presentative. Note that once an quote is accepted, then any pricing rules associated with the quote are removed because their effect on prices is overwritten by manual pricing changes.

1. Search for the quote as described in To Search for Quotes.
2. Navigate to the detail page for the quote.
3. You can modify the quote before acting on it. If necessary, modify the quote to provide information about the approval or rejection.
   • Memo: the reason for approval or rejection
   • Quantity: an acceptable quantity.
   • CSR Price: an acceptable price. If you leave this field blank, then the quoted price defaults to the price requested by the user (User Price).

     If desired, modify the comment for each line.

4. Click Approve.

   The quote is saved as an orderable quote and can now be placed as an order.

To Reject a Quote

Customer services representatives can modify the details of a submitted quote and they can approve or reject it. If they reject a quote, then the user can review the reasons for your rejection and they can re-submit the request.

1. Search for the quote as described in To Search for Quotes.
2. Navigate to the detail page for the quote.
3. You can modify the quote before acting on it. If necessary, modify the quote to provide information about the approval or rejection.
   • Memo: the reason for approval or rejection
   • Quantity: an acceptable quantity.
   • CSR Price: an acceptable price. If you leave this field blank, then the quoted price defaults to the price requested by the user (User Price).

     If desired, modify the comment for each line.

4. Click Reject.

Comergent Technologies http://www.comergent.com Voice: (650) 232 6000 Fax: (650) 232 6010 support@comergent.com sales@comergent.com