Submitting an Order in OCS

Select a subscriber, browse TIBCO Fulfillment Catalog, customize an order for the selected subscriber, and submit the order to TIBCO Fulfillment Order Management.

Procedure

  1. Search for a subscriber. For instructions, see Searching for Subscribers.
  2. On the Customer search page, click SELECT CUSTOMER.
  3. Browse the product catalog in one or more of the following ways:
    • Categories : select a product from the categories list.
    • Search bar : search for products by typing specific keywords.
      Note: The search is case sensitive and supports complex searches. For more information, see Search Syntax.
    • Filters : use the selected filters to correspond to a segmented list in TIBCO Fulfillment Catalog.
      Note: By default, the selected filters correspond to the filters set in the subscriber's profile. You can clear them to see the impact on retrieved products.

      For example, a subscriber is moving states. Clearing the local area filter can display or hide certain products.

  4. Click CUSTOMIZE for the product you want to order. If a bundle contains more than one product, multiple tabs are shown. Click each tab to customize each item.
  5. After customizing, click SAVE TO CART or click the Add to cart icon. Repeat steps 3 and 4 to add more items to the cart.
  6. Optional: Click the shopping cart icon to review your order. On the Shopping Cart page, click the product to view the details.
  7. Click CHECKOUT. On the Checkout screen, you can complete the following tasks:
    • View order plan, to open a window in the OMS UI with the corresponding order
    • Edit order, to edit details such as priority, delivery date, and notes
    • BACK TO CART, to go back to the shopping cart to add, edit, or delete products
    • PLACE ORDER, to submit your finalized order
  8. Click PLACE ORDER.

    After you click PLACE ORDER, you see the Confirmation screen. This screen is displayed to indicate that OCS submitted the order to TIBCO Fulfillment Order Management.

    On the Confirmation screen, you can start a new order for this customer or clear the customer selection:

    • NEW ORDER FOR THIS CUSTOMER: using this feature, you can start a new order for the same subscriber.
    • CLEAR CUSTOMER SELECTION: using this feature, you can submit an order for a different subscriber.
    Note: To make changes to a submitted order, see Amending an Order in OCS.