Siebel Dealer Administration Guide > Dealers' Use of Siebel Dealer for Sales > Process of Printing Forms for Vehicle Sales (Dealer) >
Creating Forms (Dealer)
A dealer administrator can create templates that will be used as the basis of forms. After the managers define these templates, they will automatically be filled out with detail information about the current customer for the sales consultant to print out.
This task is a step in Process of Printing Forms for Vehicle Sales (Dealer).
These forms are created in the same way as Siebel Proposals, and the process is described in detail in the section about proposals in Applications Administration Guide.
The general process is:
- Create a Proposal Field Mapping Record. The dealer manager uses the Document Administration screen to create a mapping that specifies which fields from the Siebel database will be inserted in the Siebel Proposal. This allows the form to be automatically filled out with information about the customer.
- In Dealer, navigate to the Proposal Field Mapping view of the Document Administration screen.
- Create a new record with Business Object = Contact.
- Create a new record with Business Component = Opportunity.
- Create new bookmarks associating these with the fields in the Opportunity Business component. For example, associate LastName with the Contact Last Name field.
- Create a Form. In Siebel Dealer, navigate to the Forms view of the Document Administration screen to create the form and to associate it with this mapping. This view is used in the same way as the Proposal Templates view, described in Applications Administration Guide. The Form record must have the following values:
- The Name field must have a name that includes a substring identifying the type of form it is. For example, the name may include WorkSheet for the Buyer-WorkSheet Form, TradeIn for the Trade-In Form, and CreditApplication for the Credit Application Form.
- The DefaultFlag field must be checked.
- The Form Type field will be used by sales consultants to sort the forms. For example, a dealer may have several forms for trade-in evaluation. Enter Trade-In in the Form Type field when you create the form, and sales consultants will be able to select this form type to display all trade-in evaluation forms. You can create any form types that you want. The most common are:
- Buyers Worksheet. Information about the customer that can be carried over to the finance manager for closing the lead.
- Trade-In Form. Information to determine the trade-in value of the customer's current car.
- Credit Application. Information needed to give the customer credit.
- The file must be attached to the appropriate file system.
- The Mapping field must contain the Mapping record name created in the previous step.
For more detailed information, see the section about proposals in Applications Administration Guide.