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DESCRIPTION
The first half of the module introduces the Quote to Order process and the Quote to Order to Asset process. The module then makes a quick transition to contacts and users. Following a brief motivation and introduction of business-to-business (B2B) and business-to-consumer (B2C) scenarios, the module concludes with a simple discussion of how contacts are used in a B2C setting.
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Module 1: Quote to Order Overview
Customer Order Management: Quote to Order Administration (Siebel 7.8)
Module 1: Quote to Order Overview 2 of 22
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
Module 1: Quote to Order Overview 3 of 22
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
Module 1: Quote to Order Overview 4 of 22
Quotes
Time-limited offers to sell specific products and services to a customer for a stated price
Module 1: Quote to Order Overview 5 of 22
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
Module 1: Quote to Order Overview 6 of 22
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
Module 1: Quote to Order Overview 7 of 22
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
Module 1: Quote to Order Overview 8 of 22
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
Module 1: Quote to Order Overview 9 of 22
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
Module 1: Quote to Order Overview 10 of 22
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
Module 1: Quote to Order Overview 11 of 22
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
Module 1: Quote to Order Overview 14 of 22
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
Module 1: Quote to Order Overview 15 of 22
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
Module 1: Quote to Order Overview 16 of 22
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
Module 1: Quote to Order Overview 17 of 22
Specify Account Addresses
Set the main address in the Accounts > Accounts List form applet
2/5
Click the Select icon to specify account address
Module 1: Quote to Order Overview 18 of 22
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
Module 1: Quote to Order Overview 19 of 22
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
Module 1: Quote to Order Overview 20 of 22
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
Module 1: Quote to Order Overview 21 of 22
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
Module 1: Quote to Order Overview 22 of 22
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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