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
To create a new Order from the Account page
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.
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).