An order is a document that serves as a confirmation of a purchase created for a customer before delivering goods or services. Conga Order Management allows customer sales and customer support representatives to manage the life of the generated order before it creates or updates an asset. Order Lifecycle Management offers a common, streamlined process for managing orders regardless of the channel used for their creation — direct sales, partner sales, telesales, digital commerce, and Electronic Data Interchange EDI — through the lifecycle of the order through fulfillment.

The three main stages of the lifecycle are:

• Order Capture: In this stage, users can create direct orders through the Order Management interface, create customer purchase orders from a quote, and create digital commerce orders.
• Order Change: In this stage, users can make changes to the configuration, pricing, shipping, promotions, change or cancel in-flight orders, and reorder before the order has created or updated an asset.
• Order Fulfillment Tracking: In this stage, the order is released to multiple fulfillment systems and locations. Order fulfillment can be tracked and managed at the order and order line item level.

Conga Order Management allows users to integrate with external systems, including ERP, logistics and manufacturing, accounting and finance, and warehouse management.

Advanced features within Order Management include the design of custom validation and enrichment rules for purchase orders, as well as automation of in-flight order changes.

Conga Order Management allows a user to perform the following tasks:

• Managing order lifecycle and status
• Creating direct orders
• Creating partial orders from a customer price agreement (Quote/Agreement)
• Managing in-flight order changes and cancellation
• Managing distributed order fulfillment
• Activating an order
• Billing for an order
• Managing customer purchase orders
• Creating partial and split sales orders from customer purchase orders
• Creating data enrichment and validation rules for partial orders

Conga currently supports order creation through direct and partner sales and digital commerce interfaces. From the Order Management interface, customer support representatives can create orders on behalf of customers.