Typical workflow
This topic describes typical CPQ Enterprise Quoting workflows for dealer, direct, and on-behalf-of (OBO) orders.
Dealer order
In a typical dealer order workflow, quotes and orders travel from the customer, through the dealer, and then to the manufacturer.
The dealer representative, an employee of a dealership, creates a quote for a customer. Once completed, the dealer representative converts the quote to an order and submits it to the manufacturer. The customer order is passed to the manufacturer using bill-to and ship-to information associated with the dealer. The associated business terms (shipping policy, shipping carrier, freight terms, and so on) between the dealer and the customer are applied.
After the order has been placed, it is sent to the manufacturer's ERP system through the established integration. The business terms of the dealer and customer are not shown on the order form submitted to the manufacturer.
Direct order
In a typical direct order workflow, quotes and orders travel from the customer/dealership directly to the manufacturer.
The direct representative, an employee of the manufacturer, creates a quote for a customer/dealership. Once completed, the direct representative converts the quote to an order and submits it. The order uses bill-to and ship-to information associated with the customer referenced on the quote. The associated business terms (shipping policy, shipping carrier, freight terms, and so on) between the manufacturer and the customer/dealership are applied.
After the order has been placed, it is sent to the manufacturer's ERP system through the established integration. The business terms of the manufacturer and customer/dealership are shown on the order form.