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Creating Orders in Siebel Medical Handheld

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.

   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, tap the Order # hyperlink.
6. Tap the Orders Line Items list to select it.

   Line items from the Quote will be carried over to the order.

To manually create an order

1. Navigate to Orders screen.

   The My Sales Orders list appears.

2. Tap the New Record button, then complete the necessary fields.

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