About Inventory and Order Management

Sales representatives, presales representatives, and delivery representatives often capture orders, invoice, and collect payments. In addition to these primary sales responsibilities, they might also collect payment for outstanding billings, exchange products with other delivery representatives, and deposit payments at the local bank. All these activities are part of the inventory and order management process.

A business process is a set of activities organized to achieve a business objective. A business process model depicts the flow of work that users or software applications typically follow to complete a sequence of tasks. The Conduct Retail Visit subprocess business flow shows a greater level of detail for the high-level tasks represented in a business process diagram.

The following figure shows an example of a Conduct Retail Visit subprocess business flow, which includes the following steps:

Prepare for and Start the Visit
Review Visit Archives
Perform Retail Audit
Perform Retail Assessment
Create Return Order
Create Credit Memo
Collect Goods.
Review Billings
Create Retail Order
Check Credit Limit
Check Inventory
Pick Inventory
Deliver Goods
Collect Payments
Complete Remaining Visit Activities
Update Activity Status
Schedule Next Visit
Create Activities for Next Visit

An example of a Conduct Retail Visit subprocess business flow: This image is described in the surrounding text.

For more information about inventory and order management, see the following documents on the Siebel Bookshelf:

Siebel Pricing Administration Guide
Siebel Product Administration Guide
Siebel Order Management Guide