03COM_The Quote to Order Process.ppt

Module 3: The Quote to Order Process

Module 3: The Quote to Order Process

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

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

Module 3: The Quote to Order Process 2 of 30

Module Objectives

After completing this module you will be able to: Create quotes and orders Convert quotes to orders

Why you need to know: To customize any part of the quote to order process, you

must first understand how quotes and orders are created


Quote to Order End-User Process

Administration of Quote to Order requires an understanding of the end-user process of creating quotes and orders

This module will cover the details of creating a quote and converting it to an order

Quote Sales Order


Quote to Order Process

1. Create a New Quote

2. Provide Quote Details

3. Perform Tasks for Quotes

4. Verify the Quote

5. Convert the Quote to an Order

6. Perform Tasks for Orders

7. Submit the Order

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1. Create a New Quote

Create a new quote for the appropriate account by starting in the Account Quotes view Navigate to Accounts > Quotes to create the quote Account information is copied to the quote automatically

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Drill down to quote view


1. Create a New Quote Continued

If working with an opportunity, use Auto Quote to generate a quote containing the products from the opportunity Navigate to Opportunities > Quotes and click the Auto Quote

button

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2. Provide Quote Details

Verify the price list Enter an effective date range Provide additional details as appropriate

Price list associated with this account

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Quote expires on Effective Through date

More Info


3. Perform Tasks for Quotes: Select Shipping

Specify shipping information in the Shipping tab Verify the Ship To address Enter Carrier and Shipping Method

If done before adding line items, the shipping information will be applied to each line item as it is added

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3. Perform Tasks for Quotes: Add Line Items

Use the selection method most appropriate for a given customer to add line items to the quote

Prices are recalculated when items are added or removed

Select products from the catalog

Assist customer with product selection using

Advisor

Add products directly as line items

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3. Perform Tasks for Quotes: Add Line Items Continued

Line items are added to the active quote An end-user session can have only one active quote at a time

A quote becomes active when: The business user creates a new quote The business user navigates to the Quote Details view and clicks

the Profile button The customer end user goes to the shopping cart

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3. Perform Tasks for Quote: Verify Line Item Attributes

Use the Attributes tab to view line item attributes Add a product to the quote and launch the Configurator to set

attributes

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3. Perform Tasks for Quotes: Line Item Shipping

Individual line items can be shipped to different destinations using different shipping methods

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Different destinations, shipping carriers, and

methods


3. Perform Tasks for Quotes: Check Availability

Navigate to Quotes > Shipping > Fulfillment to request product availability information from a third-party system

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Click Inquire All to request availability information for all

line items

Click Inquire for availability on a single line item


3. Perform Tasks for Quotes: Reserve Items

Reserve line items by clicking the Reserve or Reserve All button

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Click Reserve All for all line items

Click Reserve for a single line item


3. Perform Tasks for Quotes: Confirm Inventory

Confirm the inventory location from which the products will be shipped

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Supplied by ATP service or entered

manually


3. Perform Tasks for Quotes: Calculate Shipping and Tax Calculate shipping

Shipping charges are based on shipping method and carrier, plus ship from/ship to locations

Uses a Siebel-supplied business service Can be customized based on business requirements

Calculate taxes Entered manually or calculated using third-party tax software

Calculated by third-party tax software

Calculated by Siebel business

service

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3. Perform Tasks for Quotes: Add Payment Details

Add an entry for each payment, specifying payment method Each payment method has a corresponding Detail applet

Detail applet is based on payment

method

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4. Verify Quote

Check that quote contains: Valid price list for the quote’s effective time period Valid product attributes and pricing All required components for any customizable product

Recalculates pricing Checks credit status, if payment type is purchase order Quotes may be verified manually or through a workflow process

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Click Verify to recalculate price


5. Convert Quote to Order

Click Sales Order once the customer has committed to purchasing the products Generates a new sales order linked to this quote Converts all line items in quote to order line items

Drill down to Order object

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6. Perform Tasks for Orders

Confirm or modify information in the order Edit shipping information Add line items Customize line items Check availability of products Calculate shipping and tax amounts Add payment details Verify

These are the same as the tasks performed on a quote

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7. Submit the Order

Select Submit from the order menu to send the order to the external fulfillment system

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Revising a Submitted Order

After an order has been submitted, the order can be revised This type of order is called a supplemental order

To revise an order, navigate to the order and click Revise Status of order is changed to Pending Revision number is incremented


Revising a Submitted Order Continued

Make changes to the order and re-submit Add new line items Order total reflects changed (non-complete) line items only

New line items are Pending

Total only reflects order changes

Line item from previous version


Implementing Order Revision

To support submission of revised orders, the Submit Order Process workflow must be modified Disallow submission if the order has passed the “point of no

return,” as determined by business requirements Compare before and after versions of the order to submit changes

to the back-end fulfillment system Interact with fulfillment system to cancel, update, roll back, or

accelerate order line items Workflow process modification is performed by a developer or

configurator Order revision can be disabled


Creating a Follow-On Order

If an order cannot be revised, a follow-on order can be placed using the original order as a starting point Locate the original order Choose a line item and select Modify from the menu

A new quote is created containing that line item


Manual Repricing

Quotes and orders are automatically repriced when line items are added or removed

Certain changes that may affect pricing do not trigger repricing automatically Change to line item parameter Change to quote or order parameter

Manual repricing can be invoked on-demand for single line items or the entire quote from the Line Items menu


Tracking Shipments

After an order has been submitted, a user can monitor the status of shipments in the Order > Shipments tab

The Siebel application must be integrated with a back-office system that controls fulfillment of your products Successful fulfillment sets each line item status to Complete


Bypassing the Quote Process

Not all customers require an initial quote Orders can be developed entirely from the Order screens,

bypassing quote development


Summary

This module showed you how to: Create quotes and orders Convert quotes to orders


Lab

In the lab you will: Create and manage quotes and orders

Documents

03COM_The Quote to Order Process.ppt