Siebel Consumer Goods Guide > Inventory and Order Management >

Taking Retail Orders (End User)

At retail outlets, another frequent activity for sales representatives is taking retail orders. For more information, see the chapter about creating a quote or sales order in Siebel Order Management Guide.

In the procedure in this topic, the application completes the following actions when you click Invoice in the Sales Order form:

• Checks each line item to see if sufficient on-hand stock exists to fulfill the order.
• If enough inventory exists, checks if the order total exceeds the Available Credit.
• Changes the status of the order to Billed.
• Removes all zero-quantity line items.
• Creates the invoice.
• Opens the Invoice Line Items view.

In the procedure in this topic, the application completes the following actions when you click Deliver from the Invoice Line Items view:

• Updates the inventory base on the order.
• Changes the status of the invoice to Delivered or Booked.
• Checks the invoice balance against the account's available credit.

This task is a step in Process of Managing Inventory and Orders.

To take a retail order

1. Navigate to the Sales Orders screen, then the List view.
2. Create a new sales order record.
3. Drill down on the Order # field hyperlink.

   The Catalog view appears.

4. Click the Line Items view tab, and enter the order details.

   The Start Price and List Tax fields are automatically populated based on the product listed. The Bonus Quantity, Extended Tax, and Price fields are calculated based on the quantity.

   You can enter Order Qty for two units of measure in the fields Qty Ordered (UOM1) and Qty Ordered (UOM2). For more information about Qty UOM1 and Qty UOM2, see Verifying Van Inventory (End User).

5. When the order is complete, click Book in the Sales Order form.

   The order status changes to Booked.

6. To generate an invoice, click Invoice in the Sales Order form.
7. From the Invoice Line Items view, click Deliver.

   For information about collecting payment for the invoice, see Reviewing Billings (End User).