Siebel Order Management Guide > Creating a Quote or Sales Order >

Common Tasks for Creating Quotes and Sales Orders


After you create either a quote or an order record, complete the following common tasks:

  1. Adding Line Items to a Quote or an Order
  2. Working With Line Items of Quotes and Orders
  3. Selecting a Nondefault Price List
  4. Viewing and Recalculating Prices
  5. Applying a Manual Discount
  6. Adding Shipping Information
  7. Calculating Shipping Charges
  8. Calculating Taxes
  9. Checking Availability to Promise (ATP)
  10. Entering Payment Information for Quotes or Orders
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