Customer Order Management: Quote to Order Administration (Siebel 7.

8)

Module 1: Quote to Order Overview

Module Objectives
After completing this module you will be able to:
Describe the Quote to Order to Asset process Administer contacts in both business-to-consumer (B2C) and business-to-business (B2B) scenarios

Why you need to know:

An understanding of the Quote to Order process will give you context for the administrative tasks you will be required to perform Administering contacts is necessary to create quotes and orders

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Quote to Order Process

Employees capture, validate, and monitor customer purchases Integration with back-office systems ensures accurate data across the enterprise
Quote
Select products to create new quotes

Sales Order

Convert quotes to orders

Check Availability

Shipping and Taxes

Credit Check

Submit Order

Back Office
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Quotes

Time-limited offers to sell specific products and services to a customer for a stated price

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Orders

Commitments by customers to purchase products and services for the quoted price by a specific date
A quote is converted to an order The order must then be submitted for items to be purchased

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Quote to Order to Asset Process

Employees can initiate new quotes from existing customer assets

Select products to create new quotes Purchased products can be saved as assets

Quote

Sales Order

Asset

Change/Deactivate
New quotes can be created from existing assets
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Convert quotes to orders

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Assets

Instances of products and services purchased by a customer

Allow tracking for complex products and services Provide up-sell opportunities based on existing assets

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Quote to Order Topics

The Quote to Order process is covered in this and subsequent modules

Application Setup
Add Products to Quote

Order Management Process

Convert Quote to Order

Payment/ Shipping

Submit Order

User Administration Delegated Administration Enable POs

Quotes Asset-Based Quotes Quote Validation

Orders Asset-Based Orders

Shipping Availability to Promise Taxes Credit Check

Approvals

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Contact Versus User

Contact
A customer who calls the call center to place an order

Does not log in to a Siebel application

User
A customer who uses Siebel eSales to perform online shopping

Has login privileges for the eSales application Is associated with other properties that determine the users online shopping experience

Managing contacts covered in the rest of this module

User administration covered in next module

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Administrative Scenarios

Business-to-consumer (B2C)
Create contacts to represent individual callers

Business-to-business (B2B)
A single business has several contacts who can call in Create an account to represent the business Create contacts to represent the callers Associate the contacts with the account

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Administering Contacts in B2C Scenario

1. Create Contact 2. Provide Contact Address 3. Specify Price List (Optional)

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Create Contact

Navigate to the Contacts tab and create a new record

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Provide Contact Address

To access the contacts Addresses view, use the Site Map

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Specify Price List (Optional)

Navigate to Contacts List > More Info view to specify a price list
This price list will be used for quotes/orders associated with this contact If no price list is specified, the default price list will be used

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Administering Contacts in B2B Scenario

Create an Account Specify the Account Addresses Set the Account Price List

Set the Account Purchase Order Properties

Create a Contact Linked to the Account

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Create Account

Navigate to the Accounts tab and create a new record

An accounts quotes and orders can be accessed from the Accounts screen

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Specify Account Addresses

Set the main address in the Accounts > Accounts List form applet

Click the Select icon to specify account address

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Specify Account Addresses Continued

An account can have separate Bill To and Ship To addresses

These default to the main account address

To set the Bill To and Ship To addresses, use the Site Map to navigate to Accounts > Bill To/Ship To

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Account Price List

An account can be associated with a specific price list This price list will be used for quotes and orders associated with this account To set the price list, navigate to the accounts More Info tab

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Enable PO Purchases for an Account

To allow this account to pay for orders using purchase orders:

Navigate to the accounts More Info tab Select the PO Approved check box Specify an auto-approval limit

Orders exceeding this amount must be approved by an administrator

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Create Contact Linked to Account

Two methods:
Navigate to Accounts > Contacts view to the account to create or add a contact Navigate to Contacts screen and associate account in the list or form applet

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Summary
This module showed you how to:
Describe the Quote to Order to Asset process Administer contacts in both business-to-consumer (B2C) and business-to-business (B2B) scenarios

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