Conga Product Documentation

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Creating and Updating Order and Order Line Items

A customer with a valid account can create an order from an existing opportunity. Using the order ID and a valid price list, you can create a cart from scratch and by browsing the product catalog you can navigate for a product and select the required product manually or can search for a product. You can enable searches using the search text field in the cart page and enable the user to search for a desired product by category, sub-category, or options available with the product. This section lists all the possible scenarios for which a customer can create a order and or view a product listing.

To create and update order and order line items

  1. Create an order using Creating an Order
  2. Create a cart for an order using Creating a Cart for an Order.
  3. Browse products by categories and subcategories using the search text entered by the user by utilizing Retrieving Products and List Prices For a Price List Category and Search Text and Retrieving Products and List Prices For a Price List and Search Text. Using this API, the customer can search for a product directly or select a category and enter search text to refine the search further.
  4. Browse for categories and option groups using Retrieving Categories for a Price List and Retrieving Option Groups, Options, and List Prices for a Price List Product .
  5. Browse for products using Retrieving Products and List Prices for a Price List and Retrieving Products and List Prices for a Price List and Category.
  6. Compare the displayed products using Comparing Products.
  7. Add products to the cart by using Adding Products to a Cart and Adding a Bundle to a Cart.
  8. Update the price using Updating Price For A Cart.
  9. Update the order line items using Synchronizing a Cart to an Order.
  10. Create Asset Line Items using Create Asset Line Items for an Order.For more information on the Orders APIs, refer to Order Management on Salesforce Spring 2018 SOAP API Guide.