Siebel: Quote to Order Overview

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

Sales Order

Select products to create new quotes

Check Availability

Shipping and Taxes

Credit Check

Convert quotes to orders

Submit Order

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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

Quote

Purchased products can be saved as assets

Sales Order

Change/Deactivate

Asset

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

Order Management Process

Add Products to Quote

• User Administration • Delegated Administration • Enable POs

• Quotes • Asset-Based Quotes • Quote Validation

Module 1: Quote to Order Overview

Convert Quote to Order

• Orders • Asset-Based Orders

Payment/ Shipping

• Shipping • Availability to Promise • Taxes • Credit Check

Submit Order

• Approvals

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Contact Versus User 

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

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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

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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 contact’s 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 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

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

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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 account’s 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 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

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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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