Siebel Order Management Guide Addendum for Communications > Partner Asset-Based Ordering >

Scenario for Partner Asset-Based Ordering

This scenario provides an example of how a partner organization can establish a partnership with a brand owner organization and complete sales channel. You and your partners might follow a different process according to the business requirements of your organization and your partnership program.

Brand Owner Recruits Partners

The channel manager for TeleMedia Inc. Mobile developed a partnership campaign to use channel partners to resell TeleMedia mobile phone packages.

Prospective partners receive a campaign email message that directs them to the TeleMedia Partner Portal. On the portal, partners can view information about available TeleMedia partner programs and apply to become partners.

The TeleMedia channel manager reviews and approves these applications. After the manager approves an application, the partner organization has full access to the Partner Portal. TeleMedia assigns accounts and responsibilities to the organization and assigns the appropriate user type (power user or standard user) to employees of the organization.

Partners Order Through the Partner Portal

After TeleMedia partner approval, the electronics department manager for ComTel Networks can expand his store selections by offering TeleMedia products. The partner store manager logs in to the TeleMedia Partner Portal. The Home Page displays a partner alert about a promotional campaign for the TeleMedia mobile package. This package includes partner resell incentives.

He decides to upgrade the existing store inventory of mobile phones and promote the mobile package through the newer mobile models along with clearance of older mobile models.

The partner store manager browses the TeleMedia product catalog to find the best deals that TeleMedia offers partners. He adds the products to the shopping cart and completes the ordering process.

Partners Create and Modify Customer Orders

The mobile package promotion allows ComTel Networks to sell a substantial number of TeleMedia products.

One of the mobile packages that TeleMedia offers is a family package that provides primary phone service with 1500 plan minutes and the option to add multiple mobile phones managed under one service account. Each additional mobile phone receives individual service options at discount rates and shares the primary service minutes.

A ComTel Networks customer purchases a family 1500 plan for his wife, his daughter, and himself. The next morning, this customer calls and wants to add two new mobile products with service options to his account.

A partner employee who is a Power Commerce user handles this call. The employee finds the customer account showing all the products and services that the customer requested.

The employee orders two more phone products with the service options that the customer requests. In the orders list, the employee selects the open order. The Sales Order form and Line Items List appear. The employee revises the order to add the two additional phone products with the service options.

The product Configurator appears showing all of the installed products for the customer and the expected state of the customer service profile after the open order is provisioned. The employee customizes the phone packages and submits the order.

The employee essentially creates a supplemental order, which is an order that revises an existing open order. When you submit the revised order, an entirely new order (and not the difference between the revised order and the previous order) is submitted. For more details, see the topic about revising a submitted order in Siebel Order Management Guide.

Several weeks later, after the service is provisioned, this customer wants to change the service options for one family member in the plan. A partner employee uses the TeleMedia Partner Portal to look up the customer account and sees the three mobile phones and service plan options in this customer account. The employee uses Configurator to change the service options for one phone, and then submits the order. This employee modifies an order that was already fulfilled. For more details, Revising an Order (Standard Partner Commerce).

NOTE:  This ordering process is different if the employee is a Standard Partner Commerce user. The employee works with eCatalog and the shopping cart. For more information, see Order Management with Standard Partner Commerce.