Process: Work with quote

Flow

Work with quote
Legend

Objective

To allow a Customer Service Representative to guarantee to the customer a price for a set of products for a certain period of time.

Description

Customer service representatives can create new quotes, modify existing quotes or cancel existing quotes.

Features

Customization

You can add, change or suppress how elements display by configuring the properties.

Subprocesses

Tasks

Task Description Role Demo (store) Demo (tools)
Find quote    
Gather information from customer Customer Service Representative    
Work with payment instructions Customer Service Representative    
View quote    
Close quote window Customer Service Representative    
Convert quote to order Customer Service Representative    
Find quote    
Clone quote Customer Service Representative    
Work with charges Customer Service Representative    
Cancel quote Customer Service Representative    
Inform customer of quote number and expiration date Customer Service Representative    
Work with quote attributes

A Customer Service Representative sets attributes which apply to the quote as a whole.

Customer Service Representative    
Complete quote

Save the existing shopping cart and quote information so it can be used at a later date.

Customer Service Representative    

Objects