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Siebel Consumer Sector Guide
What's New in This Release
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Consumer Sector Product Overview
About Siebel Consumer Goods
About Siebel Apparel and Footwear
About Siebel Retail
Key Features of Siebel Consumer Sector Products
About Product Modules and Options
About Business Functions of Screen Tabs
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Getting Started
Consumer Sector Administrative Setup Tasks
Selected Setup Procedures
Creating Periods
Setting Up Siebel Workflow Policies for Consumer Sector
Starting Workflow Monitor Agent
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Accounts
About Accounts
About Account Hierarchies
About Account Classification
Scenario for Accounts
Example Workflow for Accounts
Administrator Procedures for Accounts
Adding or Modifying Accounts
Setting Up Account Hierarchies
Profiling an Account
Creating Addresses for an Account
End-User Procedures for Accounts
Removing Yourself from an Account Team
Associating Activities with an Account
Associating Contacts to an Account
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Products
About Catalog and Product Administration for Consumer Sector
About Catalog Category Hierarchies
Scenario for Products
Example Workflow for Products
Administrator Procedures for Products
Defining Products
Defining Product Lines
End-User Procedures for Products
Using the Product Explorer
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Product Distribution
About Controlling Product Distribution
About Distribution Lists
About Account Market Segments
About Buying Groups
Scenarios for Product Distribution
Example Workflow for Product Distribution
Administrator Procedures for Product Distribution
Creating and Modifying Distribution Lists
Setting Up Personalization Attributes
Assigning Personalization Attributes
Assigning Product Categories to Account Catalogs
Setting Up Sizes, Size Scales, and Size Distributions
End-User Procedures for Product Distribution
Viewing and Modifying Distribution List Products
Creating Account-Specific Size Distributions
Reviewing Account Catalogs
Creating Buying Groups
Associating Sources of Supply with a Product
Associating Account Products with Merchandising Locations
About Product Distribution Configuration
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Sales Volume Planning
About Sales Volume Planning
About Basis, Baseline Planning, and Baseline Data Elements
Scenario for Sales Volume Planning
Example Process Flow for Sales Volume Planning
Initial SVP Administrator Procedures
Setting Up a Category-Product Hierarchy
Defining the SVP Hierarchy
Performing the Initial Aggregation
Populating Locks
Establishing a Baseline Basis Quantity
Copying Baseline Information to Additional Fields
Manually Entering Sales Volume Planning Data
Ongoing SVP Administrator Procedures
Importing or Copying Data
Performing Periodic Aggregations
Maintaining an SVP Hierarchy
SVP End User Procedures
Viewing Sales Volume Planning Data
Adjusting Sales Volume Planning Source Data
Locking and Modifying the Planning Quantity
About Category and Account Level Allocation
Sales Volume Planning FAQs
About Configuring Sales Volume Planning
Buttons and Methods Used in Sales Volume Planning
Modifying the Sales Volume Planning Business Service
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Trade Promotions
About Trade Promotions
About Deals
Scenario for Trade Promotions
Administrator Procedures for Trade Promotions
Creating Corporate Promotions
Adding Products to Corporate Promotions
Attaching Literature to Corporate Promotions
End-User Procedures for Trade Promotions
Viewing Corporate Promotions
Simulating Promotions for Promoted Products and Categories
Viewing and Copying Lift Factors
Creating Plans
Rolling Up Overlapping Shipment and Baseline Records
Creating Deals for Promotions
Adding Products to Account Promotions
Creating a Deal for a Promoted Product
Associating Baseline and Shipment Data with Promoted Products
Adding Attachments to Promotions
Associating Objectives with Promotions
Obtaining Approvals for a Plan
Committing Target Account Lists to a Corporate Promotion
Creating Promotions for an Account
Trade Promotions FAQs
About Configuring Trade Promotions
Retaining Account Promotions When Deleting Corporate Promotions
Specialized Methods Invoked
User Properties
Products Button
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Trade Funds
About Consumer Sector Funds
Scenario for Consumer Sector Funds
Administrator Procedures for Consumer Sector Funds
Creating a Fund
Adding a Child Fund to a Parent Fund
Adjusting a Fund
Reviewing Deals
Reviewing Fund Payments
Reconciling a Deal
Closing a Deal
End-User Procedures for Consumer Sector Funds
Transferring Fund Amounts
Approving a Fund Transfer
Submitting Payments Against Funds
Reviewing Funds, Deals, and Payments
Configuration Information for Consumer Sector Funds
Process of Rolling Up Paid Payments
Process of Using CG Payment
CG Payment Business Service
Setting User Properties for Funds
Configuring Enterprise Integration Manager (EIM) for Funds
Specialized Methods Invoked in Trade Funds
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Deductions
About Deductions
About Types of Deductions
About Generating a Deduction
About Resolving Deductions
Scenarios for Deductions
Scenario for Managing Promotions Deductions
Scenario for Managing HQ Deductions
Example Process Flow for Deductions
Administrator Setup Procedures for Deductions
Adding and Editing Deductions
Adding Literature to Deductions
Splitting Deductions
Associating and Modifying Invoices
Creating Credit Memos
Analyzing Workloads
Creating Activity Templates
End-User Procedures for Deductions
Reviewing Deductions
Viewing Account Deductions
Creating Deduction Activities
Creating Deduction Activity Plans
Creating Deduction Attachments
Creating Deduction Notes
Reviewing Account Credit Memos
Reviewing Deduction Literature
Resolving Deductions
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Objectives
About Objectives
Scenario for Objectives
Example Process Flow for Objectives
Administrator Setup Procedures
End-User Procedures
Administrator and End User Maintenance Procedures
Administrator Procedures for Objectives
Creating an Objective
Adding Recommended Activities to an Objective
Targeting Accounts to an Objective
Creating Child Objectives
Changing the Dates for Objectives
Applying Objectives
Scheduling Store Visits
End-User Procedures for Objectives
Reviewing Objectives
Changing the Status of Activities
Maintenance Procedures for Objectives
Checking the Status of Objectives
About Configuring Objectives
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Routes
About Routes
Scenarios for Routes
Creating Routes for Retail Sales Representatives
Retail Managers Creating Routes for Sales Representatives
Creating Routes That Change Frequently
Example Process Flow for Routes
End-User Procedures for Routes
Creating Routes
Adding Accounts to Routes
Assigning Target Lists to Routes
Using Routes to Schedule Visits
About Configuring Routes
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Retail Execution
About Retail Execution
Scenario for Retail Execution
Example Process Flow for Retail Execution
Retail Execution End-User Procedures
Preparing for Retail Visits
Planning Retail Visits
Starting Retail Visits
Performing Retail Activities
Creating Retail Activities
Reviewing Account Information
Ending a Retail Visit
About Configuring Retail Execution
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Account Targeting
About Account Targeting
Scenarios for Account Targeting
Key Account Managers Creating Target Lists for Sales Representatives
Creating Target Lists for Sales Representatives
Example Workflow for Account Targeting
Administrator Procedures for Account Targeting
Making a Predefined Query Public
Deleting a Saved Predefined Query
End-User Procedures for Account Targeting
Creating a Target List
Saving a Target List
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Assortment Plans
About Assortment Plans
About Planning Groups
Scenario for Assortment Plans
Example Workflow for Assortment Plans
Administrator Setup Procedures for Assortment Plans
Corporate Delivery Flow Models
Preselection of Corporate Delivery Flow Models
End-User Procedures for Assortment Plans
Adding or Modifying a Planning Group
Adding or Removing an Account from a Planning Group
Adding Planning Group Account Team Members
Creating or Revising an Assortment Plan
Selecting Categories for an Assortment Plan
Entering Category Targets
Adding Product Details to Assortment Plans
Creating Account-Specific Delivery Flow Models
Creating a Consolidated Assortment Plan
Making Assortment Plans Visible on the Web
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Inventory and Order Management
About Inventory and Order Management
End-User Procedures for Inventory and Order Management
Associating Assets to Inventory Locations
Recording Van Information
Verifying Van Inventory
Reviewing Billings
Taking Retail Orders
Recording Deposits
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Complex Quotes and Orders
About Complex Quotes and Orders
Scenario for Complex Quotes and Orders
Example Workflow for Complex Quotes and Orders
End-User Procedures for Complex Quotes and Orders
Creating Quotes
Adding Ship-To Accounts and Delivery Dates
Adding Products
Generating and Modifying Size Quantities
Converting Quotes to Orders
Reviewing Order Line Items and Size Quantities
Submitting Orders to Back Office Systems
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Reports
Siebel Consumer Sector Reports
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