Siebel Consumer Sector Guide > Complex Quotes and Orders >

Business Scenario

This business scenario for complex quotes and orders is performed by administrators and retail sales representatives. Your company may follow a different workflow according to its business requirements.

The retail sales representative of an apparel and footwear company needs to create a quote for a customer. She begins by selecting an account and then creating a new quote record for that account. Since this quote covers multiple retail outlets, she chooses to select a headquarters account for the group of outlets.

After creating the quote record, the sales representative adds ship-to accounts for each retail outlet that will receive product shipments and delivery dates. Next she adds products separately for each ship-to account, and generates product quantities. Quantities are generated at two levels: the total quantity to be delivered on each delivery date, and a break-down of quantities by size. She also could have automated the process of entering product quantities by using predefined size distributions, which specify proportional quantities for all the sizes available for a product. After total and size-specific quantities were generated, she could adjust them manually, if necessary.

Once the retail sales representative is satisfied with the quote, she saves it for review by her manager and the buyer she is working with. When the necessary parties approve the quote, she converts it to an order. Finally, she submits the order to the back office application her company has integrated with the Consumer Sector application for order fulfillment.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003