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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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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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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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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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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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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Siebel Consumer Sector Reports

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Siebel Consumer Sector Guide