Functional Con ltant KPIT InfosystemsLimited hemjeet ... · PDF fileWorkflow Oracle Inventory Oracle Configurator Oracle Shipping ... User wants to place Standard order by using iStore.

Hemjeet Singh Bhatia

Functional Consultant

KPIT Infosystems Limited

[email protected]

Session ID: 13082

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

Agenda

2

�Delayed order process time

� Expensive execution

� Slow fulfillment

� High vulnerability to errors

� Low customer satisfaction

Conventional Order Processing

Business Drivers

3

� 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

The answer is…

4

Overview of iStore

iStore enables creation and maintenance of sophisticated web stores

to provide a complete e-commerce presence

5

Oracle iStore consists of two distinct but integrated applications

Site Administration

Application

Customer Application

6

Overview of iStore

Oracle iStore – B2B / B2C User

Manufacturing Plant

OEM / Distributors

Retail Customers

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iStore is web based application enabling business to establish a flexible

& robust internet store front

Order

Validation

in OM

iStore

Order Confirmation & Track

Customer

Product

Catalog

Goods & Delivery Bill

Invoices

Customer

iStore Web Order

(Order Generation)

OM & AR8

How iStore Works?

(Integration with Other Modules)

iStore is fully integrated in a global Oracle Application package

Oracle

iStore

Oracle

Pricing

View Invoice

Check

Availability

View Order Status

View/Create Shipping Address

Oracle

Workflow

Oracle

Inventory

Oracle

Configurator

Oracle

Shipping

Oracle

Quoting

Oracle

Receivables

Order

Management

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How iStore Works?

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Specialty Store

• Multiple web stores within a single instance

• Maintain unlimitedsites that can be defined as regions

Product Catalog

• Supports product relationship defined in Oracle inventory

Integration with Oracle

Configurator

Integration with

Advanced Pricing

Integration with ATP feature

• Completevisibility ofproductavailabilitywithin thestore

B2B functionality

• Embedded Approvals, consolidated checkout, share and merge cart

iStore Features

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Promotion Codes/ Agreements

• Supports promotional discounts and agreements functionality

Ability to cancel order

• Provision to cancel booked orders across organizations/locations

Order tracking for delivery and carrier consignment status

• Complete order tracking from creation to shipment

Flexibility for

creating new

customer addresses at order creation

Direct Item entry without searching

B2B functionality

• Store access only to registered users

Customer shopping list and

shopping cart

iStore Features

Business Case

� 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

Business Challenge

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• 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

Solution

Business Case

13

Mandatory Module Setup

Oracle General Ledger

Oracle Accounts Receivables

Oracle Human Resources

Oracle Order Management

Oracle Inventory

Oracle CRM Technology Foundation

iStore Setup

Site Creation

Catalog Hierarchy

Catalog Creation

Key Profile Options

User Registration

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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 expire21

Key Setups

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

Profile Options for iStore

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Key Setups

Site Creation

• Providing Customer with the site details, language, pricing,

payment, shipping to create the order

12

3

4

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Key Setups

Catalog Hierarchy

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

• Section under the root section (root

section included)

• User accessibility

• Subsections defined under this section to

access products

The catalog hierarchy is divided in the following:

Root

Sub-sectionLeaf

Leaf

LeafLeaf

Leaf

Leaf

Sub-section

Sub-section

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Key Setups

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

Catalog Hierarchy

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Key Setups

User Registration

Select Register as Individual/Company

Enter new user details and click submit

Login to iStore with new User details

1

2

3

4

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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

3

4

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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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Key Setups

Login to iStore

Select ship/Bill address

Place Order

Choose site12

34

5

67

Add product to iStore

Track Order

Check availability

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iStore – Process Flow

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

Scenarios: Few examples which can be mapped

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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

Scenarios: Few examples which can be mapped

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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

Scenarios: Few examples which can be mapped

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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

Scenarios: Few examples which can be mapped

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Process Start

Check iStore configuration

Check user permission

Order status should

‘Booked’ / ‘Entered’

Cancel

Order

Send cancelation

confirmation to user

Process

End

Order Cancel through iStore

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

Set to Yes to see

effect

34

Process

start

Check iStore configuration

Check User Permission

Enter return

items and past order

details

Quantity validation

Contact Validation

Currency, organization and account

validation

Submit return

Send cancelation confirmatio

n to user

Process

End

RMA booking through iStore

“We can give permission to raise RMA request”

Set to Yes to see

effect and also

mention return

order type

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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

Business Cases for Customization

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Meeting Statutory Compliance

• Displaying agreement before placing the order as per export law

• Acceptance to Terms & Conditions

Business Cases for Customization

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Reviewing Order before placing

• Listing the additional information of distribution warehouse

• Manufacturing plant details

Business Cases for Customization

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Reviewing Order before placing

• Listing the additional information of distribution warehouse

• Manufacturing plant details

Business Cases for Customization

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� 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

Business Benefits

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Please write to Hemjeet Singh Bhatia for any

queries or suggestions.

Email : [email protected]

Phone Easy Reach

Desk Phone: +91 20 6652 5000 ext 5260

Cell Phone: +91 9604940941