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Create a Quoted Order from Web

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Create a Quoted Order from Web

Field reps build quoted orders directly from the web by selecting an account, browsing a price book, and adding products from the catalog. Set quantities and discounts at the line level, or apply a header-level adjustment across the entire quote using a percentage or fixed amount. Generate a PDF to review, edit, or email before submitting the quote for approval, keeping the sales cycle moving without leaving the browser.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To create a quoted order from web: Life Sciences Commercial User permission set
  1. From the App Launcher, find and select Quote.
  2. Click New Quote.
  3. Enter a name.
  4. Select an account.
  5. Select a billing contact type and then select a shipping contact type.
  6. Save your changes.
  7. Select Browse Catalog, and then select a price book.
  8. Click Next.
  9. Select a catalog, and then click Next.
  10. Search for and add products.
  11. To add products manually, perform the following.
    1. Select Related.
    2. Select Add Product.
    3. Select the products, and click Next.
    4. Enter quantities and discount percentage for all the selected products.
    5. Save your changes.
    When you edit line items, save your quote to see the updated prices, discounts, and totals.
  12. To apply a header-level discount, select Manage Header Adjustment.
    1. Select the adjustment type as either Percentage or Amount.
    2. If you select Percentage, enter a value. If you select Amount, select a distribution logic, and then a value.
    3. Click Apply.
  13. To apply a manual discount at the line level, for the line item you want to add a discount, perform the following.
    1. Select the adjustment type as either Percentage or Amount.
    2. If you select Percentage, enter a value. If you select Amount, select a distribution logic, and then a value.
  14. Save your changes and submit the quoted order.
  15. Click Generate PDF.
    You can view, edit, and email the PDF.
  16. Click Submit.
 
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