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Siebel eDealer Administration Guide > Administering Siebel eDealer > Managing Sales, Service, and Marketing >

The Dealer Sales Consultant Prints Forms

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While sales consultants are working on a sale, they can use Siebel eDealer to capture credit information and print forms such as the buyer's worksheet, the trade-in appraisal form, and the credit appraisal form. Once the sale is complete, the sales consultant hand carries these forms to the finance manager, who closes the opportunity.

This scenario has the following steps:

The dealer manager creates forms
The dealer sales consultant prints forms

The Dealer Manager Creates Forms

Either the dealer general manager or dealer sales managers 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.

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 Application Administration screen, Proposal Field Mapping view, 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.
Create a Form. The dealer manager uses the Application Administration screen, Forms view, 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 include a substring identifying the type of form it is. The name must 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 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.

The Dealer Sales Consultant Prints Forms

While working on an opportunity, the sales consultant prints out necessary forms. When the forms are ready, the sales consultant hand delivers them to the finance manager, who closes the sale for the customer. The following forms are available:

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.

To print forms

The dealer sales consultant navigates to the Contacts screen.
In the Contacts list, the sales consultant selects the customer.
The sales consultant clicks the Opportunities view tab.
In the Opportunities list, the sales consultants selects the opportunity that is being worked on.
Under the Opportunities form, the sales consultant clicks the Forms view tab.
In the Forms list, the sales consultant can click Buyer's Worksheet, Trade-In Form, or Credit Application to create forms of those types.
In the Forms list, the sales consultant drills down on the Draft Name of a form.

The form appears in Microsoft Word document format.

The sales consultant uses Microsoft Word to print out the form.

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