Bookshelf Home | Contents | Index | Search | PDF

Siebel Order Management Guide > Setting Up Order Management > The Process of Setting Up Order Management >

Setting Up Accounts and Contacts

---

The way you set up accounts will affect how users enter shipping and payment information in quotes and orders.

When accounts have multiple locations, they can be set up in one of two ways:

Single account for all addresses. You can create one account and enter multiple addresses entered on the Bill To/Ship To view tab
Separate accounts, one for each address. When you set up separate accounts for each address, you must create an account hierarchy, where one account is the parent account for the other locations.

Consider which account structure is better for your business, so that you can ship to and bill customers correctly. You will want to consider how this is implemented in your back office, so that you can more easily keep information updated between the two systems.

The account structure setup you choose will impact the implementation of your organization's order management processes, as follows:

Single account for all addresses. The account will be the same in all places on the Payment and Fulfillment screens. You can select the appropriate addresses can be selected, as appropriate for billing and shipping. The address fields on quote and order default to the address specified as "primary" in the Addresses view tab for the account.
Separate accounts, one for each address. You can select different accounts as the he bill-to and ship-to entities on the Payment and Fulfillment screens in order to ship to those addresses.

The contacts that you associate with accounts determine the contacts that you can select in Quotes and Orders. Make sure that you attach the contacts to accounts that you want to have available to users when they create orders.

Use the Account screen to enter accounts and attach contacts to them.

For more information about entering accounts and their contacts, see Siebel Call Center User Guide.

Bookshelf Home | Contents | Index | Search | PDF