|
Siebel Order Management Guide > Overview of Order Management >
The Order Management Life Cycle
The order management life cycle includes tasks that fall into several groups:
- Preorder Tasks. Can include creating accounts, contacts, and opportunities or helping anonymous customers through the needs-analysis process.
- Order Entry Tasks. Can include selecting products and services, capturing quotes and orders, verifying products and pricing, checking availability to promise, entering shipping, tax, and payment information, and performing a credit check.
- Order Monitoring Tasks. Can include providing the customer with order status, notifying the customer that the order has shipped, creating supplemental orders, and monitoring or modifying activities that support the order, such as installation.
The order management life cycle is shown in Figure 1.
Figure 1. Order Management Life Cycle
|
|
