Operate > IBM Sales Center for WebSphere Commerce > Quotes > Add items to a quote

Add an item to 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 add an item to a quote.

Procedure

1. Log on to the IBM Sales Center.
   

2. Select a store.
   

3. Create a quote to which to add items.
   

4. Go to the Quote Items page.

5. For each item that to add:

   1. Click Add.

   2. Enter the SKU number in the Product Code field.

      Tip: Click the Find Product icon () to open a page that you can use to find and select an item with appropriate attributes.

   3. Optional: To select a different contract price if one is available:
      

      1. Click the Contract cell.

      2. On the Contract Selection page, select a contract price and then click OK.

      If multiple contract prices are available to the customer, the lowest contract price is selected by default.

   4. Enter the requested quantity in the Quantity field.

   5. Optional: Select the product, and then click Details. Hold the pointer over the Product Description icon () to display a description of the product.

   6. Optional: Select the product, and then click Details. Hold the pointer over the Product Attributes icon () to display the attributes of the item.

   7. Optional: If the product is a dynamic kit, you can configure it by selecting More actions... then Configure.

   8. Click the Shipping Address cell. Select the item's destination from the list. Click the Add Shipping Address icon () to open a page that you can use to add a new shipping or billing address for the customer.

      In B2B stores, the CSR must Apply the order items before adding a new shipping address. If the contract does not allow shipping to the customer's address, then this address will not show up in shipping address list.

   9. Select the requested Shipping Carrier from the Shipping Carrier list.

      Tip: Click the Add Shipping Instructions icon () to open a page that you can use to add shipping instructions for the item.

   10. Optional: Click the Unit Price cell, then click the Override Price icon () to open a page that you can use to override the total item price if you are authorized to do so.

6. Click the Apply button to apply the changes before clicking on the Payment page.

7. Review the items quoted and the charges with the customer.

8. Optional: Modify the payment information to include the new quote items.

9. Optional: Click Adjustments to open a page that you can use to view the details of any adjustments to the quote.

10. Click Complete Quote.

Related concepts

Quotes

Related tasks

Add items to a quote

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