Siebel Order Management Guide > Creating a Quote or Order > Common Tasks for Creating Quotes and Orders >

Adding Shipping Information


End users specify the following shipping information for a quote or order:

When a user is working with a quote, the user specifies one shipping address for the entire quote. When a user is working with an order, the user can specify different shipping addresses for individual line items.

NOTE:  If you want different line items on an order to be shipped to different locations, see To specify different ship-to addresses for different line items in an order.

To add shipping information to a quote or an order

  1. Navigate to the quote or order with which you want to work.
  2. Click the Fulfillment view tab.
  3. The Ship To Account, Site, Contact, and Address are automatically populated based on the account information.

  4. Change the default shipping information, if necessary, and fill in the Fulfillment form. Some fields are described in the following table.
  5. Field
    Comments
    Shipping Method
    Required. The method by which products should be shipped.
    Shipment Terms
    Required. The terms for shipment.
    Carrier
    Required. The carrier to be used for shipping.
    Ship Complete
    Check this box to indicate that all items in the order should be shipped together.
    Single Delivery
    Chick this box to indicate that all items in the order should be delivered at one time.

  6. (Optional.) Enter a Requested Date and Source if desired. For more information, see Checking Availability to Promise (ATP).

To specify different ship-to addresses for different line items in an order

  1. Navigate to the order for which you want to specify ship-to information.
  2. Click the Line Items view tab and select the line item of interest.
  3. Click the Line Detail view tab, below the Line Items list.
  4. A default ship to address appears, based on the address entered in the Fulfillment view tab.

  5. For any line item which you want to have a different shipping address, enter a Ship To Last Name and Address in the Line Details form.

 Siebel Order Management Guide 
 Published: 18 April 2003