{"id":21937,"date":"2024-09-23T14:56:29","date_gmt":"2024-09-23T12:56:29","guid":{"rendered":"https:\/\/www.orisa.de\/?page_id=21937"},"modified":"2026-03-10T15:44:43","modified_gmt":"2026-03-10T14:44:43","slug":"order-offer","status":"publish","type":"page","link":"https:\/\/www.orisa.de\/en\/order-offer","title":{"rendered":"Quo\u00adta\u00adti\u00adon and order manage\u00adment"},"content":{"rendered":"
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Order and offer manage\u00adment<\/h1><\/span>
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with CREALIS\u00ae CPQ<\/h2><\/span>
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CREALIS\u00ae CPQ offers inte\u00adgra\u00adted quo\u00adta\u00adti\u00adon manage\u00adment and seam\u00adless order pro\u00adces\u00adsing<\/h3><\/span>
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Effec\u00adti\u00adve offer pro\u00adces\u00adsing and con\u00adsis\u00adt\u00adent\u00adly lin\u00adked order pro\u00adces\u00adsing are stra\u00adte\u00adgic pro\u00adcess steps that con\u00adtri\u00adbu\u00adte signi\u00adfi\u00adcant\u00adly to a com\u00adpany\u2019s suc\u00adcess. An effi\u00adci\u00adent and accu\u00adra\u00adte offer pro\u00adcess is essen\u00adti\u00adal for the sale of pro\u00adducts and ser\u00advices and not only increa\u00adses cus\u00adto\u00admer satis\u00adfac\u00adtion, but also increa\u00adses the chan\u00adces of suc\u00adcess when con\u00adclu\u00adding a con\u00adtract. Opti\u00admal\u00adly struc\u00adtu\u00adred order pro\u00adces\u00adsing has a las\u00adting posi\u00adti\u00adve effect on the enti\u00adre orde\u00adring pro\u00adcess.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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What are the key func\u00adtions for a smooth quo\u00adta\u00adti\u00adon pro\u00adcess and secu\u00adre order pro\u00adces\u00adsing?<\/h3><\/span>
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In CREALIS\u00ae CPQ, the manage\u00adment of quo\u00adta\u00adti\u00adons is map\u00adped in an audit-pro\u00adof man\u00adner and the chan\u00adge histo\u00adry can be tra\u00adcked trans\u00adpar\u00adent\u00adly. Access to the quo\u00adta\u00adti\u00adon docu\u00adments is sub\u00adject to a secu\u00adre aut\u00adho\u00adriza\u00adti\u00adon struc\u00adtu\u00adre and sen\u00adding the docu\u00adments belon\u00adging to the quo\u00adta\u00adti\u00adon is simp\u00adle and user-fri\u00adend\u00adly. While the quo\u00adta\u00adti\u00adon is being pre\u00adpared, it can be saved at any time, ide\u00adal\u00adly also to a new revi\u00adsi\u00adon. Once the con\u00adtract has been con\u00adcluded, the order is seam\u00adless\u00adly trans\u00adfer\u00adred to the con\u00adnec\u00adted order manage\u00adment sys\u00adtem or ERP for fur\u00adther pro\u00adces\u00adsing. All infor\u00adma\u00adti\u00adon requi\u00adred for order pro\u00adces\u00adsing, such as the indi\u00advi\u00addu\u00adal and struc\u00adtu\u00adred bill of mate\u00adri\u00adals (BOM), is also sup\u00adpli\u00aded. If the result of the con\u00adfi\u00adgu\u00adra\u00adti\u00adon alre\u00ada\u00addy con\u00adta\u00adins sophisti\u00adca\u00adted work plans, the\u00adse are also trans\u00adfer\u00adred to the neces\u00adsa\u00adry sys\u00adtems. With CREALIS\u00ae CPQ<\/a>, manu\u00adal effort in the quo\u00adta\u00adti\u00adon pro\u00adcess and in order pro\u00adces\u00adsing can be lar\u00adge\u00adly eli\u00admi\u00adna\u00adted.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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How does a smooth quo\u00adta\u00adti\u00adon pro\u00adcess work?<\/h3><\/span>
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As soon as the sales depart\u00adment recei\u00adves an inquiry from a pro\u00ads\u00adpec\u00adti\u00adve cus\u00adto\u00admer, they can start the quo\u00adta\u00adti\u00adon pro\u00adcess in the CREALIS\u00ae CPQ dash\u00adboard. It does not mat\u00adter whe\u00adther it is a simp\u00adle inquiry or a spe\u00adci\u00adfic desi\u00adred con\u00adfi\u00adgu\u00adra\u00adti\u00adon. The link to the pro\u00ads\u00adpec\u00adti\u00adve cus\u00adto\u00admer\u2019s or cus\u00adto\u00admer\u2019s data is made direct\u00adly.<\/p>\n

The sales depart\u00adment pro\u00adces\u00adses the inquiry eit\u00adher with its own know\u00adledge or direct\u00adly tog\u00ade\u00adther with the pro\u00ads\u00adpec\u00adti\u00adve cus\u00adto\u00admer. Nowa\u00addays, the\u00adre are no limits due to the varie\u00adty of exis\u00adting col\u00adla\u00adbo\u00adra\u00adti\u00adon tools. Once a con\u00adfi\u00adgu\u00adra\u00adti\u00adon has been com\u00adple\u00adted, it can be imme\u00addia\u00adte\u00adly con\u00adver\u00adted from CREALIS\u00ae CPQ into a meaningful quo\u00adta\u00adti\u00adon, which can be sent direct\u00adly from the appli\u00adca\u00adti\u00adon to the pro\u00ads\u00adpec\u00adti\u00adve cus\u00adto\u00admer. Any other docu\u00adments such as pro\u00adduct data sheets or bro\u00adchu\u00adres can be atta\u00adched to this quo\u00adta\u00adti\u00adon docu\u00adment in order to pro\u00advi\u00adde detail\u00aded infor\u00adma\u00adti\u00adon to the pro\u00ads\u00adpec\u00adti\u00adve cus\u00adto\u00admer. To ensu\u00adre that the quo\u00adta\u00adti\u00adon and saved con\u00adfi\u00adgu\u00adra\u00adti\u00adon remain con\u00adsis\u00adtent, the revi\u00adsi\u00adon is locked and fur\u00adther pro\u00adces\u00adsing can only take place on a new revi\u00adsi\u00adon. Alter\u00adna\u00adtively, the inte\u00adres\u00adted par\u00adty can sim\u00adply be sent a uni\u00adque con\u00adfi\u00adgu\u00adra\u00adti\u00adon code with which they can view their con\u00adfi\u00adgu\u00adra\u00adti\u00adon in an end-user view.<\/p>\n

If the inte\u00adres\u00adted par\u00adty has chan\u00adge requests, the last revi\u00adsi\u00adon can be acces\u00adsed direct\u00adly and an adapt\u00aded quo\u00adta\u00adti\u00adon can be crea\u00adted in the shor\u00adtest pos\u00adsi\u00adble time. Fur\u00adther pro\u00adcess-rele\u00advant docu\u00adments can be gene\u00adra\u00adted from CREALIS\u00ae CPQ on the basis of the last revi\u00adsi\u00adon. This makes it easy to gene\u00adra\u00adte install\u00adment plan or lea\u00adsing con\u00adtracts if the cor\u00adre\u00adspon\u00adding cal\u00adcu\u00adla\u00adti\u00adons are stored in the sys\u00adtem.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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What tasks does a secu\u00adre aut\u00adho\u00adriza\u00adti\u00adon struc\u00adtu\u00adre per\u00adform in the quo\u00adta\u00adti\u00adon pro\u00adcess?<\/h3><\/span>
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Many com\u00adpa\u00adnies have data sove\u00adreig\u00adn\u00adty requi\u00adre\u00adments. This includes ensu\u00adring that only cer\u00adtain employees can view offers or grant dis\u00adcounts. With CREALIS\u00ae CPQ, com\u00adple\u00adte team struc\u00adtures can be set up so that, for exam\u00adp\u00adle, the sales depart\u00adment of a branch can only view its acti\u00adve offers, while the com\u00adpa\u00adny head\u00adquar\u00adters has a view of all offers from all bran\u00adches. The\u00adse views and aut\u00adho\u00adriza\u00adti\u00adons can of cour\u00adse be fine-tun\u00aded. Sub\u00adsti\u00adtu\u00adti\u00adon rules can also be set up so that no acti\u00adve sales pro\u00adcess is left unat\u00adten\u00added.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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Order pro\u00adces\u00adsing and CPQ<\/h3><\/span>
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Order pro\u00adces\u00adsing beg\u00adins with a seam\u00adless\u00adly con\u00adnec\u00adted orde\u00adring pro\u00adcess. Whe\u00adther this is alre\u00ada\u00addy map\u00adped in the CPQ or taken over by a con\u00adnec\u00adted sys\u00adtem depends on the indi\u00advi\u00addu\u00adal sys\u00adtem land\u00adscape. When intro\u00addu\u00adcing a CPQ sys\u00adtem, it is often important to use the exis\u00adting struc\u00adtures wit\u00adhout caus\u00ading major uphe\u00adaval. A solid data struc\u00adtu\u00adre is the basic pre\u00adre\u00adqui\u00adsi\u00adte for this. Ide\u00adal\u00adly, the maxi\u00admum BOMs on which the pro\u00adduct con\u00adfi\u00adgu\u00adra\u00adti\u00adon is based ori\u00adgi\u00adna\u00adte from the exis\u00adting sys\u00adtems. In this way, CPQ can be seam\u00adless\u00adly inte\u00adgra\u00adted into the pro\u00adces\u00adses. CREALIS\u00ae CPQ<\/a> offers enough varia\u00adble and pro\u00adven inter\u00adfaces to sup\u00adport the requi\u00adred data streams.<\/p>\n

Howe\u00adver, order pro\u00adces\u00adsing invol\u00adves much more than the orde\u00adring pro\u00adcess its\u00adelf. If it is a lea\u00adsing con\u00adtract, cor\u00adre\u00adspon\u00adding finan\u00adcial sys\u00adtems must be inte\u00adgra\u00adted in order to ensu\u00adre seam\u00adless pro\u00adces\u00adsing of the finan\u00adcing. Thanks to its secu\u00adre inter\u00adface tech\u00adno\u00adlo\u00adgy, CREALIS\u00ae has ever\u00ady\u00adthing it takes to ensu\u00adre smooth pro\u00adces\u00adses.<\/p>\n

If the\u00adre are instal\u00adla\u00adti\u00adon part\u00adners, their cos\u00adts are alre\u00ada\u00addy taken into account in the cal\u00adcu\u00adla\u00adti\u00adon and they are pro\u00advi\u00added with cor\u00adrect infor\u00adma\u00adti\u00adon such as instal\u00adla\u00adti\u00adon plans after orde\u00adring. CREALIS\u00ae CPQ can auto\u00adma\u00adti\u00adcal\u00adly con\u00adnect the third-par\u00adty sys\u00adtems and auto\u00adma\u00adti\u00adcal\u00adly inform all par\u00adties invol\u00adved. If purcha\u00adsing is also to be ser\u00adved in the down\u00adstream ERP sys\u00adtem, the con\u00adfi\u00adgu\u00adra\u00adtor can also gene\u00adra\u00adte the cor\u00adre\u00adspon\u00adding purcha\u00adsing lists. If a pro\u00adduc\u00adtion-rela\u00adted con\u00adnec\u00adtion through to end-to-end pro\u00adduct con\u00adfi\u00adgu\u00adra\u00adti\u00adon (E2E) is requi\u00adred, CREALIS\u00ae CPQ gene\u00adra\u00adtes detail\u00aded work plans or con\u00adtrols addi\u00adti\u00adve manu\u00adfac\u00adtu\u00adring direct\u00adly.<\/p>\n

CREALIS\u00ae can be used to map indi\u00advi\u00addu\u00adal sales approa\u00adches and open up addi\u00adtio\u00adnal sales chan\u00adnels. CREALIS\u00ae CPQ offers intui\u00adti\u00adve and fea\u00adture-rich quo\u00adta\u00adti\u00adon manage\u00adment, pro\u00advi\u00addes a cen\u00adtral manage\u00adment sys\u00adtem with its ful\u00adly inte\u00adgra\u00adted dash\u00adboard and thus offers effi\u00adci\u00adent order pro\u00adces\u00adsing.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":11,"featured_media":21477,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"wp_typography_post_enhancements_disabled":false,"footnotes":""},"class_list":["post-21937","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/21937","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/comments?post=21937"}],"version-history":[{"count":1,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/21937\/revisions"}],"predecessor-version":[{"id":46012,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/21937\/revisions\/46012"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/media\/21477"}],"wp:attachment":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/media?parent=21937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}