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Create a Quoted Order from iPad

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Create a Quoted Order from iPad

From an iPad, create quoted orders from multiple pages. Field reps typically create quoted orders after they complete a store check.

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.

You can create quotes from a mobile device from these pages.

  • Account related list
  • Visit record
  • The Quoted Orders tab in Visits
  • Visit related list
  • Quoted Order

You can start a quoted order from any of these pages. These steps show the most common path from a visit.

User Permissions Needed
To create a quoted order from iPad: Life Sciences Commercial User permission set
  1. From the iPad's homepage, go to the Visits tab.
  2. Select Quoted Orders.
  3. Enter the quote details, such as the account and billing information.
    The fields appear based on the page layout configured by your admin.
  4. Save your changes.
  5. Select Add line items.
  6. Select a price book, and then click Continue to select products.
  7. Select products. You can select one of these options.
    • Products from Last Order
    • Store Assortments
    • Add products manually
  8. Click Continue.
  9. To see all products, select All Products.
    The list shows only the products with a list price currency that matches the currency you selected as quote currency. If you don't select a quote currency, products matching the currency specified for your profile are shown instead. If no product matches either currency, no products are shown.
  10. To see priority products, select Priority Products.
    The product list shows up only if your Salesforce admin has set up a store assortment for the account.
  11. Select the products you want to add in the quoted order, and click Add to quote.
    Products aren't grouped by either category or brand in the browse catalog products.
  12. Enter quantities for each product.
    Pricing gets calculated automatically.
  13. To add a manual discount to a quote line item, perform these steps.
    1. Select the discount type. You can select either Amount or Percentage.
    2. Enter the value, and click Apply.
    When you edit line items, save your quote to see the updated prices, discounts, and totals.
  14. To apply a header-level discount, perform these steps.
    1. For Order Discount at the bottom of the page, click Add.
    2. Select the discount type.
      These are the available options.
      • Amount
      • Percentage
      • Override Total
    3. Enter the value.
    4. If you select Amount, select a distribution type.
    5. Click Apply.
  15. Hover over a quote line item to view its detailed, step-by-step price breakdown.
    Depending on how pricing is configured, you can access this breakdown in both online and offline modes, or exclusively while online.
  16. To verify the added details, click Review.
    If a disclaimer is configured, it appears on the screen.
  17. If configured, add your signature.
 
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