Customers can perform many order management tasks for themselves through the Web using Siebel eSales for CME. These are the same as many tasks that employees perform, such as creating accounts, creating quotes, placing orders, and changing orders. However, they use a different interface, which is suitable for general use through the Web.

This chapter describes customer application user interface. It includes the following sections:

• Scenario:
  • Scenario for Customer Order Management
• Account Management Tasks:
  • Creating a New Account (End User)
  • Creating New Addresses for an Existing Account (End User)
• End-User Quote Management Tasks:
  • Adding Items to a Shopping Cart (End User)
  • Customizing an Item (End User)
  • Adding Bulk Items to the Shopping Cart (End User)
  • Saving a Shopping Cart as a Quote or Quote Template (End User)
• End-User Order Placement Tasks:
  • Processing an Order Checkout (End User)
  • Converting a Quote to an Order (End User)
  • Adding Quote Template Items to the Shopping Cart (End User)
  • Entering Shipping Information (End User)
  • Using Payment Methods (End User)
  • Reviewing and Submitting an Order (End User)
  • Revising an Order (End User)
• End-User Change Order Tasks:
  • Modifying an Order (End User)
  • Disconnecting an Order (End User)