Siebel Order Management Guide > Creating a Quote or Order > Common Tasks for Creating Quotes and Orders >

Adding Products to a Quote or Order

Users add products to a quote or order as line items. They can do this in the following ways:

Adding Multiple Items at One Time

The Add Items feature allows an end user to add multiple items at one time and to specify the quantity and attributes for those items at the same time.

NOTE:  Your company can set a flag in Siebel Tools to show only the products in the selected price list. For more information, see Siebel Tools Reference.

To add a product to a quote or order using Add Items

  1. Navigate to the quote or order to which you want to add items.
  2. In the Line Items list, click Add Items.
  3. In the Pick Products dialog box, select the products to add to the quote.
    1. Enter the quantity in the Order Qty field for the products you want to add and click Add.
    2. To specify attributes for a product, click the Attributes button on the product row, complete the dialog, and click OK.
    3. When you are finished specifying product quantity and attributes, click OK.

      4. The products appear in the Line Items list.

Adding Items One at a Time

The New Record menu option allows the user to enter one record at a time. This method is useful when the end user already knows the product name.

To add items one at a time

  1. Navigate to the quote or order to which you want to add items.
  2. In the Line Items list, click the menu button and then click New Record.
  3. In the Line Items list, enter the product name in the Product field or click the select button in the Product field and select a product from the Pick Product dialog box.
  4. Make any necessary changes to the quantity or attributes.

Browsing the Catalog to Add Line Items

While end users are creating quotes or orders, they can select products by browsing the product catalog. Some products may also have deals associated with them, which the end user can select to obtain special pricing for a customer.

NOTE:  The Browse Catalog feature is only available if your company has purchased Siebel eCatalog. For more information, see Siebel eSales Administration Guide.

To browse the catalog to add line items

  1. Navigate to the quote or order to which you want to add items.
  2. In the Quote or Order header summary, click Browse Catalog.
  3. In the Browse list, select each product to add by entering the quantity, and then click Add Item.
  4. After you add the desired products, click View Details to return to the quote or order.

    5. For more details about working with the Catalog, see Siebel eSales Administration Guide.

Using Siebel eAdvisor to Add Line Items

The Siebel eAdvisor is a needs analysis tool that helps customers find products that meet their needs. When a sales representative user starts eAdvisor, it presents a list of questions to help identify the appropriate solution for the customer. Based on the answers entered, eAdvisor displays a recommended product that can be added to a quote or order.

If a product has attributes, then the end user can make changes to the product.

For more information about Siebel eAdvisor, see Siebel Interactive Designer Administration Guide.

To use eAdvisor to add line items

  1. Navigate to the quote or order to which you want to add items.
  2. In the Order header summary, click Get Advice, or in the Quote header summary, click the menu button and then click Get Advice to launch an eAdvisor session.
  3. Step through the needs analysis questions.
  4. Make any additional changes you want to the line items via Siebel eConfigurator.
  5. Click Add Items to add the product as a line item.

Using a Template to Add Line Items

Product selection templates are groups of products and attributes that have been saved for reuse. Some product selection templates are public, and are available to anyone using the Siebel application. Other product selection templates are private, and are available only to a specific user. Private templates are templates that an end user creates from an existing quote or order.

To add all the items in a template to the current quote or order

  1. Navigate to the quote or order to which you want to add items.
  2. In the Quote or Order header summary, click Select Templates.
  3. In the Product Selection Templates dialog box, select the template you want to use and click OK.

    4. The items and associated attributes are copied into the quote or order as line items. The end user can make any additional changes to the line items, such as selecting attributes or configuring a customizable product.

To add only some of the items in a template to the current quote or order

  1. Navigate to the quote or order to which you want to add items.
  2. In the Quote or Order header summary, click Select Templates.
  3. In the Product Selection Template dialog box, drill down on the name of the template from which you want to select items.

    4. The Product Template List appears, and the Product Template Item List shows all the products in this template.

  4. Select the products you want to add to the current quote or order and click Add Selected Items.

    5. The quote or order screen appears, and the items you selected appear in the Line Items list.

To create a private product template

  1. Make sure the current quote or order contains the line items you want to save in the template.
  2. In the Quote or Order header summary form, click the menu button and then click Save As Template.
  3. In the Save As Template dialog box, enter a name for the template and click Save.

    4. The items in the quote or order are saved as a private template.

To make changes to a private product template

  1. Navigate to a quote or order.
  2. In the Quote or Order header summary, click Select Template.
  3. Drill down on the name of the template to which you want to make changes.

    4. The Product Template List appears, and the Product Template Item List shows all the products in this template.

  4. Add items, delete items, or customize the items shown, to make the desired changes.

Adding a Write-In Product

An end user can create a write-in product for items that are not included in the price list.

To add a write-in product

  1. Navigate to the quote or order to which you want to add the product.
  2. In the Line Items list, click the menu button and then click New Record.
    1. In the Product field, click the Select button.
    2. In the Pick Product dialog box, in the Product field, type *Write* and then click Go.
    3. In the Pick Product dialog box, select Write-In Product and then click OK.

      4. The Part # and Qty fields are automatically populated.

  3. Enter a product name and price.

    4. You can enter the price in the Discount Price or Discount Amount field.

  4. (Optional.) As appropriate, modify the quantity.

Adding a Package of Line Items

The end user can use the Line Items list to create a group of products identified as a package. The package price is the rolled-up price of all the products in the group. If the end user discounts the price or changes the quantity of a product in the group, the price difference is automatically reflected in the net price and the extended price for the package. This is useful when the end user wants to give a price break to a customer based on the purchase of two or more items.

The end user first adds a line item that becomes the package container and then adds the components to the package.

To add the package container line item

  1. Navigate to the quote or order to which you want to add the product.
  2. In the Line Items list, click the menu button and then click New Record.
    1. In the Product field, click the Select button.
    2. In the Pick Product dialog box, query for the product name Package, select it, and click OK.

      3. In the Line Item list, Package appears in the Product field.

To add a product to a package

Once you have added the line item Package to a quote or order, you can add individual product items to the package.

  1. Select the package line item, click the menu button and then click New Record.

    2. A new line item row appears.

  2. In the Product field, click the select button and in the Pick Products dialog box, select the first product you want to add to the package you just created.

    3. NOTE:  Only simple products can be added to the package as components. You cannot add customizable products or bundle products to a package.

  3. (Optional.) Modify the quantity and discounts for the product you just added. For information, see Viewing and Recalculating Prices.
  4. Select the new product line item.
  5. Indent the item:

To add more products to the package, repeat Step 1 through Step 4 for each item.

NOTE:  In order to be added to a package, line items must be directly under the package item, so that you can indent them. If necessary, you can use the renumber feature to move items in the list, so that they appear below the Package item. For details, see Renumbering Line Items.

Adding a Service Product to a Quote or Order

Service products are generally associated with a physical product. For example, a warranty extension for a new computer would be set up as a service product.

When an end user adds a service product to a quote or order, the price of the service product is based on its list price plus a percentage based on a service method. The price, percentage, and service method are all specified in the price list for the service product. The service method specifies how the service price is calculated.

For example, if the list price of a service product is $100, the service method is Net Price (of the covered product) and the percentage is 10, then the price of the service will be $100 (its own list price) plus 10 percent of the net price of the product with which it is associated.

The methods for adding service products to a quote and to an order are different.

To add a service product to a quote

  1. Navigate to the quote to which you want to add a service product.
  2. Click the Line Items view tab.
  3. In the Line Items list, select the line item for the covered product for which you want to add a service product and click Service.
  4. In the Pick Sales Service Product dialog box, select the appropriate service product and click OK.

    5. The product is added to the Line Items list and the total price appears in the Totals form.

To add a service product to an order

  1. Navigate to the order to which you want to add a service product.
  2. Click the Line Items view tab.
  3. In the Line Items list, add the product with which the service product will be associated.
  4. In the Line Items list, add a record for the service product.
    1. Click the menu button and click New Record.
    2. In the Product field, enter the name of the of service product.

      3. The base price of the service product appears.

    3. In the Covered Product field for the service product, click the select button.

      4. NOTE:  The Covered Product field can only be edited when the line item is a service product. For other products, this field is read-only.

    4. In the dialog box, select the physical product with which this service product is associated and click Add.

      5. The price now reflects the service method and percentage, as well as the base price.


 Siebel Order Management Guide 
 Published: 18 April 2003