Siebel Consumer Sector Guide


How This Guide Is Organized

Revision History

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Consumer Sector Product Overview

About Siebel eConsumer Goods

About Siebel eApparel and Footwear

About Siebel eRetail

Key Features of Siebel Consumer Sector Products

Product Modules and Options

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

Business Scenario

Example Workflow for Accounts

Administrator Procedures

Adding or Modifying Accounts

Setting Up Account Hierarchies

Profiling an Account

Creating Addresses for an Account

End-User Procedures

Removing Yourself from an Account Team

Associating Activities with an Account

Associating Contacts to an Account

Associating Addresses to an Account

Adding Account Demographic Information

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About Catalog and Product Administration for Consumer Sector

About Catalog Category Hierarchies

Business Scenario for Products

Example Workflow for Products

Administrator Procedures

Defining Products

Defining Product Lines

End-User Procedures

Using the Product Explorer

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Product Distribution

About Controlling Product Distribution

About Distribution Lists

About Account Market Segments

About Buying Groups

Business Scenarios for Product Distribution

Example Workflow for Product Distribution

Administrator Procedures

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

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

Information for Configurators

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Sales Volume Planning

About Sales Volume Planning

Business Scenario

Example Workflow for Sales Volume Planning

Administrator Procedures for Sales Volume Planning

Setting Up Category-Product Hierarchies

Setting Up Account-Category Hierarchies

Accessing the Sales Volume Planning Business Service

Establishing a Baseline Basis Quantity

Copying Baseline Basis Quantity to Baseline Planning Quantity

Copying Baseline Planning Quantity to Baseline Quantity

Building Account-Product Trees

Populating Account-Product Tree Locks

Manually Entering Sales Volume Planning Data

Maintaining an Account-Product Tree

End User Procedures for Sales Volume Planning

Viewing Sales Volume Planning Data

Adjusting Sales Volume Planning Source Data

Locking and Modifying the Planning Quantity

Sales Volume Planning FAQs

Information for Configurators of Sales Volume Planning

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Trade Promotions

About Promotions

Business Scenario for Trade Promotions

Administrator Procedures

End-User Procedures

Administrator Procedures

Creating Corporate Promotions

Adding Products to Corporate Promotions

Attaching Literature to Corporate Promotions

Creating Promotion Profiles

End User Procedures

Creating Account Promotion Profiles

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 Bundled Products with Deals

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

Information for Configurators of Trade Promotions

Specialized Methods Invoked

User Properties

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Trade Funds

About Funds

Business Scenario for Funds

Example Workflow for Funds

Administrator Procedures

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

Transferring Fund Amounts

Approving a Fund Transfer

Submitting Payments Against Funds

Reviewing Funds, Deals, and Payments

Configuration Considerations

Setting User Properties for Funds

Specialized Methods Invoked in Trade Funds

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About Deductions

Types of Deductions

Classes of Deductions

Generating a Deduction

Resolving Deductions

Business Scenarios

Managing Promotions Deductions

Managing HQ Deductions

Example Workflow for Deductions

Administrator Procedures

Adding and Editing Deductions

Adding Literature to Deductions

Splitting Deductions

Creating Credit Memos

Analyzing Workloads

End-User Procedures

Preauthorizing Deductions

Reviewing Deductions

Viewing Account Deductions

Associating and Modifying Invoices

Creating Deduction Activities

Creating Deduction Activity Plans

Creating Deduction Attachments

Creating Deduction Notes

Reviewing Account Credit Memos

Resolving Deductions

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About Objectives

Business Scenario for Objectives

Example Workflow for Objectives

Administrator Procedures

Creating an Objective

Adding Recommended Activities to an Objective

Targeting Accounts to an Objective

Adding Child Objectives

Changing the Dates for Objectives

Scheduling Store Visits

End-User Procedures

Reviewing Objectives

Changing the Status of Activities

Administrator and End-User Maintenance Procedures

Checking the Status of Objectives

Information for Configurators of Objectives

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About Routes

Business Scenarios for Routes

Creating Routes for Retail Sales Representatives

Retail Managers Creating Routes for Sales Representatives

Creating Routes that Change Frequently

Example Workflow for Routes

End-User Procedures

Creating a Route

Adding Accounts to a Route

Assigning Target Lists to a Route

Using a Route to Schedule Visits

Information for Configurators of Routes

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Retail Execution

About Retail Execution

Business Scenario

Example Workflow for Retail Execution

End-User Procedures

Scheduling Retail Visits

Planning Retail Visits

Selecting Recommended Retail Activities

Starting a Retail Visit

Performing Retail Activities

Ending a Retail Visit

Information for Configurators of Retail Execution

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Account Targeting

About Account Targeting

Business Scenarios

Key Account Managers Creating Target Lists for Sales Representatives

Creating Target Lists for Sales Representatives

Example Workflow for Account Targeting

Administrator Procedures

Making a Predefined Query Public

Deleting a Saved Predefined Query

End-User Procedures

Creating a Target List

Saving a Target List

Deleting a Target List

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Assortment Plans

About Assortment Plans

About Planning Groups

Business Scenario for Assortment Plans

Example Workflow for Assortment Plans

Administrator Setup Procedures

Corporate Delivery Flow Models

Preselection of Corporate Delivery Flow Models

End-User Procedures

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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Complex Quotes and Orders

About Complex Quotes and Orders

Business Scenario

Example Workflow for Complex Quotes and Orders

End-User Procedures

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 
 Published: 18 April 2003