Siebel Consumer Sector Guide > Complex Quotes and Orders > Business Scenario >

Example Workflow for Complex Quotes and Orders

This example workflow for complex quotes and orders is performed by administrators and end users such as sales representatives or buyers. Your company may follow a different workflow according to its business requirements.

Administrator Procedures

The complex quotes and orders functionality does not have any administrator procedures specific to it. However, the following procedures are required before end users can create complex quotes and orders.

  1. Create size scales. For information see Setting Up Sizes, Size Scales, and Size Distributions.
  2. Create size distributions. For information see Setting Up Sizes, Size Scales, and Size Distributions.
  3. Create price lists. For information see Pricing Administration Guide.

End-User Procedures

End users should perform the following tasks in the order shown below.

  1. Create a quote. For detailed information, see Creating Quotes.
  2. Add ship-To addresses and delivery dates. For detailed information, see Adding Ship-To Accounts and Delivery Dates.
  3. Add products. For detailed information, see Adding Products.
  4. Determine size-specific quantities for each ship-to address. For detailed information, see Generating and Modifying Size Quantities.
  5. Convert a quote to an order. For detailed information, see Converting Quotes to Orders.
  6. Review Order Line Items. For detailed information, see Reviewing Order Line Items and Size Quantities.
  7. Submit order to back office system. For detailed information, see Submitting Orders to Back Office Systems.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003