Siebel Order Management Guide > Setting Up Order Management > Roadmap for Setting Up Order Management >

Setting Up Products, Pricing, and Catalogs

Before employees can create quotes and orders, you must:

• Set up products. Define the products that are being sold. If the products have attributes, you can set up a class system to manage the attributes before defining the products. If you have customizable products that have other products as their components, you must specify the components and design the selection pages that users will see.

  For information about setting up products, see Siebel Product Administration Guide.

• Set up price lists. Set up price lists and assign prices to products. You can create multiple price lists if you sell the same products to different customers at different prices. You can create discounts, such as volume discounts and discounts for bundles of products. If you have Siebel Pricer, you can create more advanced pricing rules using pricing models and pricing factors.

  For information about setting up price lists, see Siebel Pricing Administration Guide.

• Set up product catalogs. End users can select products for customers from product catalogs and add them to a quote or an order. When you create a catalog, you specify what products are included in it and arrange them in a hierarchy of categories. Once catalogs are set up, users can browse through categories to find products, and they can search for products using full-text search or parametric search.

  For information about setting up and administering catalogs, see Creating and Managing Catalogs.

• Assign catalogs to employees. To assign a catalog to an employee, you associate the catalog with an access group that the user is a member of. An employee is a member of an access group, if the employee is associated with a position, organization, division, account, or user list that is a member of the access group. When displaying a list of products, for example, in parametric search, the employee will see only those products that are in catalogs that have been assigned to that employee.

  For information about defining access groups, see Siebel Security Guide.

This task is a step in Roadmap for Setting Up Order Management.