Managing Orders for Siebel Sales

An order is a commitment on the part of the customer to purchase products and services at a specific price. It can be generated from a quote or created directly by a sales person, call center agent, and sales administrator.

The following procedures related to orders and order management are included in this topic:

• "Displaying Order Details"

• "Modifying Order Information"

• "Modifying Line Item Information for an Order"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

  
  

Displaying Order Details

You can display order details by using the Orders list.

To display order details 

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details for the selected order in the main pane.

   • A list in the side pane in which you can select the related items for orders.

2. Tap an order in the Orders list.

   All details for the selected order appear after the list in the main pane.

3. To view the related items for the selected order, tap the following name in the list in the side pane:

   • Line Items. Shows the line item information for the order. For more information, see "Modifying Line Item Information for an Order".

Modifying Order Information

Complete the following procedure to modify order information.

To modify order information 

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details for the selected order in the main pane.

   • A list in the side pane in which you can select the related items for orders.

2. Update an existing order as follows:

   1. Tap an order in the Orders list.

      All details for the selected order appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new order as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new order in the fields that appear, and then save the record.

Modifying Line Item Information for an Order

Complete the following procedure to modify the line item information for an order.

To modify the line item information for an order 

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details for the selected order in the main pane.

   • A list in the side pane in which you can select the related items for orders.

2. Tap an order in the Orders list.

   All details for the selected order appear after the list in the main pane.

3. Update an existing order line item as follows:

   1. Tap Line Items in the list in the side pane.

      All line items associated with the order appear in the Line Items list in the main pane.

   2. Tap the line item that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new order line item as follows:

   1. Tap Line Items in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new line item in the fields that appear, and then save the record.