Operate > IBM Sales Center for WebSphere Commerce > Quotes
Create a quote
A customer might want to get a cost quotation before deciding whether to place an order. Use the IBM Sales Center to create a quote for a new or existing customer by beginning with an empty quote, or you can use it to create a new quote based on the information in an existing quote or order. This section explains how to create a quote.
Procedure
- Log on to the IBM Sales Center.
- Select a store.
- Optional: Find a customer.
- Execute one of the following actions:
- Right-click the store or customer in the Stores view, and then click Create Quote (Ctrl+Q).
- Select the store in the Stores view, and then click Quote > Create > Anonymous. This option is only available if no customer has been previously selected.
- Select the customer in the Stores view, and then click Quote > Create > Logon ID . This option is only available if no customer has been previously selected.
- If no customer is identified on the Quote page, click Find to open a page that you can use to find and select a customer.
- Go to the Quote Items page.
- Execute one of the following actions:
- Add items to the quote one at a time.
- Add a bundle to the quote.
- Optional: Review any related products that appear in the Merchandising Associations view with the customer, and add associated items to the quote if the customer requests that you do so.
- Click the Apply button to apply the changes before clicking on the Payment page.
- Review the items quoted and the charges with the customer.
- Optional: Click Adjustments to open a page that you can use to view the details of any adjustments to the quote.
- Optional: Click Add in the Payment Information section to open a page that you can use to add payments to the quote.
- Click Complete Quote.
Related concepts
Related tasks
Create a quote from an existing quote