Hemjeet Singh Bhatia

Functional Consultant
KPIT Infosystems Limited
hemjeet.bhatia@kpit.com
Session ID: 13082
Agenda
Business Drivers / Why iStore?
Overview of iStore
How iStore works
iStore Features
Key Setups
iStore Process Flow
Scenarios which can be mapped
Business cases for customization
Business benefits
Q&A

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Business Drivers

Conventional Order Processing

Delayed order process time

Expensive execution

Slow fulfillment

High vulnerability to errors

Low customer satisfaction

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The answer is…

Right products and promotions with a single touch point for all
order activities with reduced transaction costs

CSR can focus on other tasks leading to increased efficiency

and driven profitability

Distributors & Partners can learn about new products using the
product catalog

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 Overview of iStore

iStore enables creation and maintenance of sophisticated web stores

to provide a complete e-commerce presence

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Overview of iStore

Oracle iStore consists of two distinct but integrated applications

Site Administration Customer Application

Application

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Oracle iStore – B2B / B2C User

OEM / Distributors

Manufacturing Plant

Retail Customers

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 How iStore Works?

iStore is web based application enabling business to establish a flexible

& robust internet store front

Order Confirmation & Track

Goods & Delivery Bill

iStore
Order
Validation Customer
in OM
Customer
Invoices
Product
iStore Web Order
Catalog
(Order Generation)

OM & AR
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 How iStore Works?
(Integration with Other Modules)
iStore is fully integrated in a global Oracle Application package

Oracle Oracle Oracle

Pricing Receivables Workflow

View Invoice

Oracle Oracle
Oracle
Shipping Check Inventory
iStore Availability
View/Create Shipping Address

View Order Status

Oracle Order Oracle

Quoting Management Configurator

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 iStore Features

Specialty Product Integration B2B

Store Catalog with ATP functionality
• Multiple • Supports feature
web stores product • Complete • Embedded
within a relationship Integration visibility of Approvals,
single defined in Integration product consolidated
with
instance Oracle with Oracle availability checkout,
inventory Configurator
Advanced share and
• Maintain within the
unlimited
Pricing store merge cart
sites that
can be
defined as
regions

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 iStore Features

Promotion Ability to Order B2B

Codes/ cancel tracking for functionality
Agreements order delivery and Flexibility
carrier
consignment
for • Store access
Direct only to Customer
• Supports • Provision status creating
promotional Item registered shopping
to cancel new
discounts booked • Complete entry users list and
customer shopping
and orders order without
agreements tracking from addresses cart
across searching
functionalit organizatio creation to at order
y ns/locatio shipment creation
ns

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Business Case
Business Challenge

Ever changing business needs and increasing
competition

Reach wider customer base while trimming the

cost of sale

Allowing resellers to enter and track orders and

bring in real time visibility into product availability

and order status

Want customers to buy products across multi-

locations

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Business Case

Solution
• Building high level Proof-of-Concept to understand requirements to
translate into high e-shop features
• Introduce Web ordering
• Web store made user friendly
• Order booking made easy reducing lead time for fulfillment
• Enhanced features such as sorting on search results, displaying banners
on website.
• Implementing Quick links for best selling products

• Create new distribution channel

• Revenue growth by marketing and selling directly to customers via e-
shop

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Key Setups

iStore Setup Mandatory Module Setup

Oracle General Ledger

Site Creation
Oracle Accounts Receivables
Catalog Hierarchy
Oracle Human Resources
Catalog Creation
Oracle Order Management
Key Profile Options Oracle Inventory

User Registration Oracle CRM Technology Foundation

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Key Setups

Setting Up Oracle General Ledger

Oracle General Ledger (GL)

provides business unit information
to Oracle iStore. COA, Financial
Calendar, Currency, Conversion
rates are also defined here

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Key Setups
Setting Up Oracle Receivables

Oracle Receivables (AR) calculates

taxes and generates invoices, collection
activity and providing periodic
statements to Customers

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Key Setups

Setting Up Oracle Human Resources

Oracle Human Resources

Management System (HRMS)
stores employee related
information in the organization

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Key Setups

Setting Up Oracle Inventory

Oracle Inventory serves as the

repository of products sold in Web
stores. Information related to
Inventory Organization, Item and
Item category are maintained here

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Key Setups

Setting Up Oracle Order Management

Oracle iStore uses Oracle Order Management

(OM) to process, record, and track customer
orders and shipping details

Oracle iStore uses Oracle Order Capture APIs

and schema to communicate with Order
Management

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Key Setups

Setting Up Oracle CRM Technology Foundation

Oracle CRM Technology Foundation provides

some of the Java/HTML technology stack for Oracle
iStore

Included in the application are

system administrator functions
relating to setting up users, as well
as HTML/Java configuration tools

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 Key Setups
Profile Options for iStore
JTF_PROFILE_DEFAULT_APPLICATION:
Specifies the default application ID
JTF_PROFILE_DEFAULT_RESPONSIBILITY:
Specifies the default responsibility for the guest user's responsibility
ASO: OM Defaulting:
Determines whether OM uses default values for certain cart attributes if
null values are passed
ASO: Default Order State:
Specifies the default order state. Possible values: Booked/Entered
IBE: Active Cart Expiration Duration (# days):
Specifies the number of days that customers can access active shopping
carts before they expire
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Key Setups

Profile Options for iStore

IBE: Enable Invoices in Order tracker:
Specifies whether the Invoices sub tab is displayed in Order Tracker
IBE : Use Returns:
Set to Yes to use Return functionality in iStore
IBE: Use Promotion Code :
Enables/disables appearance of the Promotion Codes link in shopping
cart
IBE: Category Set-Category:
set items to populate on iStore search table
IBE: Item Validation Organization:
INV Org to retrieve products in iStore
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 Key Setups
Site Creation
• Providing Customer with the site details, language, pricing,
payment, shipping to create the order

2
1
3

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 Key Setups

Catalog Hierarchy
The catalog hierarchy is divided in the following:

Root Section
• Top most section in the hierarchy
• Site gets associated with a root section
• All sections are directly or indirectly linked
to the root section

Navigable Section Sub-section

Leaf
• Section under the root section (root Leaf

Sub-section
section included) Leaf Leaf
• User accessibility Sub-section
Leaf Leaf
• Subsections defined under this section to
access products Root

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 Key Setups

Catalog Hierarchy

Featured Section:
• Section not part of a browsing hierarchy
• Each feature in this section is rendered
automatically on the home page of each
navigable section
• Contain only products and don’t have
sub sections

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Key Setups
User Registration
Enter new user details and click submit

1
2

Select Register as Individual/Company

3
4

Login to iStore with new User details

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 Key Setups
Catalog Creation
• Provide section details, parent section, section site, display order
and categories for the catalog to create the catalog in iStore

1 2

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 Key Setups

Roles & Responsibilities

Following responsibilities are required to implement Oracle iStore:

• iStore Administrator - Required for Setup content, section, site, templates etc
• iStore Concurrent Program Administrator-Required for Execute concurrent
programs for data refresh
• IBE_CUSTOMER :-Required for Placing Orders using iStore website
• CRM HTML Administrator (with all available ROLES):-Required for Setting
business users and associate them to appropriate receivables account, Create
Roles
• Application Developer:- Required for Setting message codes and message text

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iStore – Process Flow

Login to iStore

2 Choose site
1

3
4

Check availability Add product to iStore

5
Track Order

7
6
Select ship/Bill address

Place Order

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 Scenarios: Few examples which can be mapped

Scenario 1. Login to iStore and create an order

User wants to place Standard order by using iStore.
- Select correct web ordering site
- Browse a product
- Add to cart
- Confirm billing and shipping information
- Place order
- Check order details from application

Scenario 2. Check availability before placing an order

User wants to check availability of products before placing an order.
- Items are already added in cart
- Check availability before doing check out

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 Scenarios: Few examples which can be mapped

Scenario 3. Order tracking from iStore

User wants to see current order status of orders.
- Orders are already placed
- Check current status of order

Scenario 4. Create a shopping list

There are 20 items which are more frequently ordered by user. Is there any way
to create a favorite item list ?

- Yes, ‘Shopping list’ functionality can be used.

- Select parts and add to cart
- Save list before doing check out
- Use same list while placing next order
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 Scenarios: Few examples which can be mapped

Scenario 5. Use shopping list to create an order

User’s own shopping list is ready and want to place order by using shopping
list
- Select parts from shopping list
- Add to cart and Check out

Scenario 6. Share a shopping list

Few items are added in cart by user, but he want to delegate his cart to his
colleague. He is expecting to submit this order by his colleague only
- Create a cart with user’s login
- Pass this cart to colleague
- Progress this cart via colleague’s login without sharing password
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 Scenarios: Few examples which can be mapped
Scenario 7. Uploading items from a CSV file

There are approximately 80 different items which need to be procured. Is

there any way to do mass item upload in a cart.
- Yes, we can upload these items directly to cart.
- Fill a CSV file in required format
- Upload CSV file
- Check out whole cart

Scenario 8. Change ship to addresses

There is more than 1 ship to address and user wants to select different
address for a cart
- Add items in cart and select check out
- Select option to change ‘ship to address’
- Select address from list of value
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 Order Cancel through iStore

“We can give permission to cancel a order on our iStore”

Order status Send

Process Check iStore Check user should Cancel cancelation Process
Start configuration permission ‘Booked’ / Order confirmation End
‘Entered’ to user

Set to Yes to see

effect

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 RMA booking through iStore
“We can give permission to raise RMA request”

Enter
Currency, Send
Process return Process
Check iStore Check User Quantity Contact organization Submit cancelation
items and
start configuration Permission validation Validation and account return confirmatio End
past order
validation n to user
details

Set to Yes to see

effect and also
mention return
order type

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 Business Cases for Customization
Order Changes with Approval Process
• Changes at Header or Line Level (Ship To, Ship Method, PO Num etc.)
• Change Order or Cancel Booked order
• Track Changes
• Notifications to relevant stake holders
• Integration with Oracle Order Management

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 Business Cases for Customization

Meeting Statutory Compliance

• Displaying agreement before placing the order as per export law
• Acceptance to Terms & Conditions

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 Business Cases for Customization
Reviewing Order before placing
• Listing the additional information of distribution warehouse
• Manufacturing plant details

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 Business Cases for Customization

Reviewing Order before placing

• Listing the additional information of distribution warehouse
• Manufacturing plant details

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Business Benefits

Increases in revenue and building customer loyalty through use

of volume discounts, varying price structures, and catalog sales.

More sales to a low-cost sales channel without lowering
service levels

Easier and faster to handle order online than by phone

Reduce service costs and improve customer satisfaction
through self-service and collaboration

Strengthen business relationships through powerful B2B selling

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Please write to Hemjeet Singh Bhatia for any
queries or suggestions.
Email : hemjeet.bhatia@kpit.com

Phone Easy Reach

Desk Phone: +91 20 6652 5000 ext 5260
Cell Phone: +91 9604940941

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