Operate > IBM Sales Center for WebSphere Commerce > Quotes > Add items to a quote
Add a bundle 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 a bundle to a quote.
Procedure
- Log on to the IBM Sales Center.
- Select a store.
- Create a quote to which to add items.
- Go to the Quote Items page.
- Click Add.
- Click the Find Product icon () to open a page that you can use to find and select a prepackaged bundle or multiple items to form a temporary bundle.
- On the Bundle Contents page, perform the following actions for each item:
- Select the item in the Bundle contents table.
- Optional: Click Details to open a page that you can use to view detailed information about the item.
- If the item requires that you select attributes, perform the following actions:
- Click Attributes.
- Select an attribute from each list.
- Click Inventory to open a page that you can use to check availability of this item in inventory.
- Click OK.
- Enter the requested quantity in the Quantity field.
- Optional: To select a different contract price if one is available:
- Click the Contract cell.
- Select a contract price.
- Click OK.
If multiple contract prices are available to the customer, the lowest contract price is selected by default.
- Execute the following actions:
- Select the item's destination from the Shipping to list.
Tip: Click New to open a page that you can use to add a new shipping or billing address for the customer.
- Select the requested shipping carrier from the Shipping Carrier list.
- Enter the date that the customer would like the item shipped in the Requested shipping date field.
- Click OK.
- For each item added to the quote-item table in the previous step:
- Select the item in the quote-item table.
- Click Edit.
- Optional: For a dynamic kit, you can configure it by selecting More actions...; then click Configure.
- Select the item's destination from the Shipping to list.
- 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.
- Enter the date that the customer would like the item shipped in the Requested shipping date field.
- Optional: 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.
- Optional: For each item added to the quote-item table in the previous step:
- Select the item in the quote-item table.
- Optional: If the product is a dynamic kit, you can by selecting More actions... then Configure.
- Optional: 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.
- Click the Apply button to apply the changes before clicking on the Payment page.
- Optional: Modify the payment information to include the new quote items.
- Optional: Click Adjustments to open a page that you can use to view the details of any adjustments to the quote.
- Click Complete Quote.
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