Setting up and changing the quote expiry period

If stores in the Multichannel Sales Center will use single-seller quotes, set a default quote expiry period. Customer Service Representatives (CSRs) can override the default value by using the Multichannel Sales Center.

Setting up the quote expiry period

Complete the following steps to set a default value for the quote expiry period:

  1. Open a DB2 command prompt.
  2. Open an SQLPlus command window.
  3. Run the following SQL statement:

    UPDATE STORE SET QOTEXPIRYPERIOD=default_time_period WHERE STORE_ID=store_ID

    Where:

    default_time_period
    The default time period in seconds for which a single-seller quote is valid.
    store_ID
    The store ID. To determine the store ID for your store, run the following SQL statement:

    SELECT STOREENT_ID FROM STOREENT WHERE IDENTIFIER='store_identifier'

    Where:

    store_identifier
    The store name.
  4. Repeat the preceding step for each store in which you want to set a quote expiry period.

Changing the quote expiry period in the Multichannel Sales Center

  1. Log on to the Multichannel Sales Center.
  2. Select a store.
  3. Find a customer.
  4. Find a quote for that customer.
  5. Set the new quote expiry period on the Summary page for the selected quote by entering the number of days the quote is valid for in the Quote good for field.

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