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  1. Direct representatives
  2. Entering quotes and orders
  3. Submitting a configuration or price change request

Submitting a configuration or price change request

As you enter quotes and/or orders, you may need to request a change to a product configuration or an item price. Information about submitting requests is provided in How approval task notifications are triggered, in the EQ administrator section of this content. Information about approving or rejecting such requests is provided in Approving or rejecting a configuration or price change request.

  • Direct representatives
    • About on-behalf-of mode
    • Managing territories (direct rep users)
    • Managing representatives (direct rep users)
    • Managing dealers
    • Managing products and pricing
    • Using system messages
    • Entering quotes and orders
      • Standard quote/order functions
      • Standard line item functions
      • Line item actions
      • Quote, order, and line item statuses
      • Creating a new quote
      • Converting a quote to an order
      • Converting a quote to a partial order
      • Creating a new order
      • Submitting a configuration or price change request
      • Approving or rejecting a configuration or price change request
    • Working with configurable products
    • Setting up projects and jobs
    • Working with agreements
    • Using reports