Siebel Sales Handheld Guide for Windows-Powered Devices > Using Siebel Sales Handheld > Managing Orders >

Creating Orders

You can create orders from quotes manually or by using the Auto Order button.

To create an Auto Order from your quote

  1. Navigate to the Quotes screen.
  2. In the My Quotes list, select the quote from which an order will be generated.
  3. From the Show drop-down list, select Orders.
  4. In the Quotes list, select the quote, and then in the Orders list tap AutoOrder.

    5. A new record appears in the Orders list, with the order date, number, type, status and so on, filled in.

  5. In the Orders list, drill down on the Order # hyperlink.
  6. Tap the Orders Line Items list to select it, and then tap the New Record button.
  7. A new row appears in the Line Items list.
  8. Tap Select in the Products field, and then in the Pick Products dialog box, select the product to add as a line item.

To manually create an order

  1. Navigate to Orders screen > My Orders.
  2. In the My Sales Orders list, tap the New Record button.
  3. Complete the necessary fields for the new order record.

    4. From the Show drop-down list, choose More Info to display a form where you can add more details.


 Siebel Sales Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003