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Setup and Use of Siebel Customer Order Management

This section summarizes the process of setting up and using Siebel Customer Order Management, which is covered in detail in the rest of this book.

Setup of Siebel Customer Order Management

The process of setting up order management includes setting up customer accounts and contacts, creating records for sales people, defining products, setting up pricing structures, and developing a catalog of products and services. Your Siebel Sales and Call Center applications draw on this information as customers request quotes and place orders.

For details about the setup tasks required for order management, see Setting Up Order Management.

Integration

As part of setting up Siebel Customer Order Management, you integrate with third party applications that are used to integrate quotes and orders with the back office, check product availability to promise, and check customer credit.

For details about integration with third-party applications, see Preparing for Integration.

End Users' Work with Quotes and Orders

Siebel Customer Order Management allows end users to create quotes and orders from many different screens within your Siebel application. Sales representatives can create an opportunity and use it to generate a quote, can create a quote directly, or can create an order directly, without previously having an opportunity or a quote. Salespeople can also add line items to the quote or order in different ways, depending on whether the user knows the product number, wants to browse through a catalog, or wants assistance selecting the product from eAdvisor.

The processes for developing quotes and orders are very similar. With each, users can add line items and provide discounts, enter payment information, check availability to promise, and enter shipping information.

For detailed instructions showing how users can work with quotes and orders, see:

Asset-Based Ordering

If you use asset-based ordering, your Siebel application automatically creates an Asset record when an order is placed, and it allows you to create quotes and orders based on assets. This is useful if your business continues to provide on-going service to the asset after the customer has purchased it and sells other products connected with existing assets.

For example, if you sell telephone systems and telephone service, you could use asset-based ordering to create asset records for each telephone you sell. These asset records allow you to keep track of the phone service that you provide for each telephone. It also allows you create quotes and orders based on these assets to sell other products and services to people who already own phones.

Because asset-based ordering features are workflow-based, they can be easily customized to meet the specific needs of your company.

For background concepts about asset-based ordering, see Basic Concepts for Asset-Based Ordering.

For more information about asset-based ordering, see Using Asset-Based Ordering.

For more information about the workflows used by asset-based ordering, see Workflows for Asset-Based Ordering.


 Siebel Order Management Guide 
 Published: 18 April 2003