Module 1: Quote to Order Overview

Customer Order Management: Quote to Order Administration (Siebel 7.8)

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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 Sales OrderSelect products to

create new quotes

Convert quotes to orders

CheckAvailability

CreditCheck

Back Office

SubmitOrder

Shippingand Taxes

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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

Quote Sales Order Asset

Change/Deactivate

Select products to create new

quotes

Convert quotes to orders

Purchased products can be saved as assets

New quotes can be created from

existing assets

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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

Add Productsto Quote

Order Management Process

• Orders• Asset-Based

Orders

• Quotes• Asset-Based

Quotes• Quote

Validation

• User Administration• Delegated

Administration• Enable POs

• Shipping• Availability to

Promise• Taxes• Credit Check

Convert Quoteto Order

Payment/Shipping

SubmitOrder

ApplicationSetup

• 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 user’s 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

0/3

3. Specify Price List (Optional)

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Create Contact

Navigate to the Contacts tab and create a new record

1/3

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Provide Contact Address

To access the contact’s Addresses view, use the Site Map

2/3

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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

3/3

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Administering Contacts in B2B Scenario

Create a Contact Linked to the Account

Create an Account

0/5

Specify the Account Addresses

Set the Account Price List

Set the Account Purchase Order Properties

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Create Account

Navigate to the Accounts tab and create a new record

1/5

An account’s 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

2/5

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

2/5

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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 account’s More Info tab

3/5

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Enable PO Purchases for an Account

To allow this account to pay for orders using purchase orders: Navigate to the account’s More Info tab Select the PO Approved check box Specify an auto-approval limit

Orders exceeding this amount must be approved by an administrator

4/5

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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

5/5

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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