Download page Order Management on Salesforce Summer 2020 User Guide.
Order Management on Salesforce Summer 2020 User Guide
About this Guide
The Order Management on Salesforce User Guide is designed to provide customer sales and support representatives with information for managing the life of a generated order before it creates or updates an asset. This guide covers the major features that are provided with the Apttus Order Management license, including changes to in-flight orders, partial orders from contract price agreements, and management of customer purchase orders. Many of the topics in this guide cover tasks that can be considered part of an overall workflow for Apttus purchase and revenue management products — therefore familiarity with Apttus Configure Price Quote (CPQ) products are highly encouraged to understand and execute Order Management concepts and tasks.
Topic
Description
What's Covered
This guide walks sales users through the Order Management workflow and lifecycle, from the generation of order to creation of assets, fulfillment tracking, and integration with downstream services. It provides conceptual information, step-by-step instructions, and use cases for the features provided by Apttus Order Management.
Primary Audience
Customer Support Representative
Sales Representative
IT Environment
Refer to the latest Order Management on Salesforce Release Notes for information on System Requirements and Supported Platforms.
Updates
For a comprehensive list of updates to this guide for each release, see the What's New topic.