Siebel Order Management Guide >

Using Asset-Based Ordering

This chapter describes how end users, such as salespeople and customer service representatives (CSRs), work with quotes and orders using asset-based ordering.

End users create quotes and orders when customers want to:

A quote includes instructions (actions) with enough information to generate a price.

The procedures in this chapter use the Account Summary view as their starting point, because it is a central point for viewing information about an account and initiating many order management tasks.

The Account Summary view is part of the Order Processing module. If you have not licensed the Order Processing module, employee end users can start from one of the other screens that allow access to quotes and orders, such as the Quotes screen and Orders screen.

For more information about how employees work with quotes and orders, see Siebel Sales User Guide.

 Siebel Order Management Guide 
 Published: 18 April 2003