Oracle Business Flow: Opportunity to Order for Sales

Prospect to Opportunity
Lead to Opportunity for Sales

Manage Quote
SL7025 SL7027 SL7028 SL7147 SL0783
Convert Manage Perform Configure Present and
Opportunity Quote Cross–Sell Solution Negotiate
To Quote Up–Sell Quote

• The process of • Manage development of • Present product or • Configure • The process of

converting an quote: Confirm Customer service information products and determining
opportunity to a Requirements, Obtain to a customer to services, based pricing and
quote and to Approvals, Present to encourage them to on preferences, discounting of
enter a Quote Customer and revise buy additional for sales order., products or
Quote. offerings. Check availability services during
and pricing. the quote
process.

SL7030 SL0769 SL7029 SL0788

Determine Maintain Negotiate Convert
Order Customer Information Service Quote
Details Agreement to Order

• Determine order • Maintain • Identify and • Process of

options such as primary negotiate warranty converting a quote
shipping, billing, information and service into a sales order.
scheduling, and about the agreements.
payment options. customer.

Order to Shipment
Order to Drop Shipment

Enterprise Roles

Sales Representative

Sales Manager

Not included in Accelerator offering. Telesales Agent

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10/4/22 Release 12.1 Slide 1