Siebel Consumer Sector Guide > Inventory and Order Management > End-User Procedures for Inventory and Order Management >

Taking Retail Orders

At retail outlets, another frequent activity for sales representatives is taking retail orders.

To take a retail order

1. Navigate to the Orders screen > Sales Orders List view.
2. Create a new sales order record.
3. Drill down on the Order # field hyperlink.
4. In the Sales Order Line Items list, enter the order details.

   Start Price and List Tax fields are automatically populated based on the product listed. The Bonus quantity and Extended Tax and Price are calculated based on the quantity.

   You can enter Order Qty for two units of measure and you can use the Qty Ordered (UOM1) and Qty Ordered (UOM2) fields to capture the order quantity. See Verifying Van Inventory for more information about Qty UOM1 and Qty UOM2.

5. When the order is complete, in the Sales Order upper form, click Book.

   The order status changes to Booked.

6. To generate an invoice, in the Sales Order upper form, click Invoice.

   Clicking Invoice does the following:

   • Checks each line item to see if there is sufficient on-hand stock to fulfill the order.
   • If there is enough inventory, checks if the order total exceeds the Available Credit.
   • Changes the status of the order to Billed.
   • Removes all zero-quantity line items.
   • Creates the invoice.
   • Opens the Invoice Line Items view.
7. From the Invoice Line Items view, click Deliver.

   Clicking Deliver does the following:

   • Updates the inventory base on the order.
   • Changes the status of the invoice to Delivered or Booked.
   • Checks the invoice balance against the account's available credit.

     For information on collecting payment for the invoice, see Reviewing Billings.