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Order Management for Salesforce

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Order Management for Salesforce

Capturing Orders

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Creating Direct Orders for Accounts

Customer service representatives or telesales person can directly create an order for a given account rather than going through the quoting process. Customers typically request for creating orders directly instead of going through the quote creation process in the following scenarios:

Request for Order Creation

Detail

Channel partners placing orders against the channel price list.

Channel partners (Retailers, distributors) generally have standard channel price lists. Channel partners can call customer service/telesales to place new orders.

Customers requesting new Orders at a standard price list.

Customers can call customer service/telesales to place new orders against the standard price list.

Order against pre-negotiated agreement/rate card/price list.

Customer can place orders against an already negotiated price list, rate card, or agreement. In this case, orders will be priced based on the pre-negotiated price.

Add-on/change orders for previously purchased products.

Customers can place add-on orders, change orders, or renewal orders against previously purchased products /services/subscriptions.

To create a new order from the Orders tab

  1. Click the Orders tab.
    A list of recent orders is displayed.
  2. Click New.
    The New Order page is displayed.
  3. Enter values for the fields listed in the following table:

    Field

    Description

    Type

    Click the drop-down and select the order type: New, Add-On, or Renewal.

    Status

    Click the drop-down and select Draft status.

    Source

    Click the drop-down and select Account.

    Sold To

    Type the name of the Account in the search box and select it or click the lookup icon and search and select the account for this order.

    Price List

    Type the name of the Price List in the search box and select it or click the lookup icon and search and select the relevant Price List for this order.

    Order Date

    Click this field and select a date for the order from the date picker.

    Auto Activate Order?

    Click the check box to automatically activate the order when it is accepted.

    Single Transaction Adjustment

    Click this check box to indicate that the single transaction adjustment is in effect for the order.
  4. Click Save.
    A new order is created.
  5. Click the Configure Products button to open the Product Catalog. After finalizing the cart, order line items are created for the order.
    Note:

    For step-by-step help customizing the Configure Products button to your business needs, and other tasks and information about creating and finalizing product configurations, refer to the CPQ for Administrators and CPQ for Users.

  6. Click Accept. The following changes are made depending on whether or not you decided to automatically activate the order:
    • If Auto Activate Order = False
      • The status of Order and Order Line Items is set to “Pending.”
      • Asset Line Items are created in the “Pending” status.
      • If "Ready for Billing Date" is set, billing schedules are generated.
    • If Auto Activate Order = True
      • The status of Order and Order Line Items is set to “Activated.”
      • Asset Line Items are created in the “Activated” status.
      • If "Ready for Billing Date" is set, billing schedules are generated.

To create a new Order from the Account page

Note:

In order to create an order from an Account, the Orders (Sold To) related list must be added to the page layout. For more information, refer to the Order Management Administrator Guide.

  1. Go to the Accounts tab (All Tabs > Accounts).
    The Accounts home page is displayed.
  2. Find the Account for which you want to place an order. Click the Account Name.
    The Account Details page is displayed.
  3. Hover over the Orders (Sold To) link above the Order header and click New Order.
  4. Enter values for the Order fields as described in the previous task. The Sold To field is already populated with the Account Name.
    Note:

    Do not forget to ensure that the order is in "Draft" status.

  5. Click Save.
  6. Click the Configure Products button to open the Product Catalog. Refer to the CPQ for Users for complete steps on configuring products, applying pricing, quantity, promotions, and discounts, and finalizing the cart. After finalizing the cart, order line items are created for the order.
  7. Click Accept. The following changes are made depending on whether or not you decided to automatically activate the order:
    • If Auto Activate Order = False
      • The status of Order and Order Line Items is set to “Pending.”
      • Asset Line Items are created in the “Pending” status.
      • If "Ready for Billing Date" is set, billing schedules are generated.
    • If Auto Activate Order = True
      • The status of Order and Order Line Items is set to “Activated.”
      • Asset Line Items are created in the “Activated” status.
      • If "Ready for Billing Date" is set, billing schedules are generated.

Creating Orders from Quotes and Agreements

You can also create direct orders from the quote or agreement page, however, in most cases, you will want to follow the Auto-Create Order workflow for generating orders in this way. Refer to the CPQ for Users and CLM for Users for these tasks and information on Asset-Based Ordering (ABO).

User Guide
Order Management

January 8, 2025