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Siebel: Quote To Order Overview
Siebel: Quote To Order Overview
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Module Objectives
After completing this module you will be able to:
Describe the Quote to Order to Asset process Administer contacts in both business-to-consumer (B2C) and business-to-business (B2B) scenarios
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Employees capture, validate, and monitor customer purchases Integration with back-office systems ensures accurate data across the enterprise
Quote
Select products to create new quotes
Sales Order
Check Availability
Credit Check
Submit Order
Back Office
Module 1: Quote to Order Overview
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Quotes
Time-limited offers to sell specific products and services to a customer for a stated price
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Orders
Commitments by customers to purchase products and services for the quoted price by a specific date
A quote is converted to an order The order must then be submitted for items to be purchased
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Quote
Sales Order
Asset
Change/Deactivate
New quotes can be created from existing assets
Module 1: Quote to Order Overview
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Assets
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Payment/ Shipping
Submit Order
Approvals
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Contact
A customer who calls the call center to place an order
User
A customer who uses Siebel eSales to perform online shopping
Has login privileges for the eSales application Is associated with other properties that determine the users online shopping experience
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Administrative Scenarios
Business-to-consumer (B2C)
Create contacts to represent individual callers
Business-to-business (B2B)
A single business has several contacts who can call in Create an account to represent the business Create contacts to represent the callers Associate the contacts with the account
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Create Contact
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Navigate to Contacts List > More Info view to specify a price list
This price list will be used for quotes/orders associated with this contact If no price list is specified, the default price list will be used
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Create Account
An accounts quotes and orders can be accessed from the Accounts screen
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Set the main address in the Accounts > Accounts List form applet
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To set the Bill To and Ship To addresses, use the Site Map to navigate to Accounts > Bill To/Ship To
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An account can be associated with a specific price list This price list will be used for quotes and orders associated with this account To set the price list, navigate to the accounts More Info tab
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Two methods:
Navigate to Accounts > Contacts view to the account to create or add a contact Navigate to Contacts screen and associate account in the list or form applet
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Summary
This module showed you how to:
Describe the Quote to Order to Asset process Administer contacts in both business-to-consumer (B2C) and business-to-business (B2B) scenarios
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