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Siebel Price List Information By Samuel Sanchez Product Marketing Manager. Siebel Price List Instructions. Introduction Retrieving the Price List Price List main page Refresh screen to view entire price list Viewing customer Price List Printing the Price List
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Siebel Price List Information By Samuel Sanchez Product Marketing Manager
Siebel Price List Instructions • Introduction • Retrieving the Price List • Price List main page • Refresh screen to view entire price list • Viewing customer Price List • Printing the Price List • Sending the Price List (format) • Sending the Price List (email) • Important notes
Siebel Price List • The Siebel Price List is designed to provide you and your customers with complete and accurate information on Premio hardware/software pricing. Some individuals will like it and some individuals will dislike it. We, as a computer manufacture, must continue providing our customers with the latest technology and quicker access to pricing. This presentation will give you basic instructions on how to access the Price List through Siebel. If you have any comments on the Siebel Price List please feel free to forward them to my attention.
Retrieving the Price List • If you are familiar with • Siebel you should have • no problem retrieving • the Premio Price List. • The image to the right • is self explanatory. • Click on the “Screen” icon on the top menu bar • Click on “Pricing Administration” • Click on “Pricing” • Click on “Price List”
Price List Main Page • Now you are on the main • Price List Page • Click on the “June • Price List”
Refresh Screen to View Entire Price List • Now you are in the June • Price List page.” You • need to refresh the June • price list screen to get • the complete list: • Click on an item in the price list • Click on the first icon along the top of the menu bar • Then click on the second icon along the top of the menu bar • This will refresh your price list
Viewing Customer Price List • Viewing the Price List is • The next step: • Click on “Reports” on the top menu bar • Click on “External Price List” • Make sure you send your customers the “External Price List” only!
Printing the Price List • Now you are in the June • Price List.” This is the • information your • Customer will see when • You print the list • Click on the print icon to print the list. Make sure your • print setup is set • at “landscape” • You should now • have a hard copy • of the price list
Sending the Price List (Format) • You may want to send • your price list via email, • try this technique out • with a colleague at work • Click on the “send report” icon while you are still in the June price list report, a small box will appear to ask what format, choose “HTML document”
Sending the Price List (Email) • After you select the • Format you want to send • Your price list, you are • Ready to email it • Address your email to the preferred customer and write any notes in the body and send your email. You should try to send this to yourself to view what your customer will be receiving
Important Notes • The Siebel database takes time to refresh information, please make sure you wait for Siebel to finish generating your price list report before printing or emailing your report • Any major changes on the price list require you to re-log into Siebel in order for the changes to take place • We will be updating the Price List on the first of every month, no changes will reflect until the first of the month • We are working on making the Siebel price list the standard price list for Premio, we are still in the early stages of this project and are continuously making changes to meet your requirements • Any questions or concerns should be brought to my attention (Samuel Sanchez –Product Marketing Manager)