Customer service representative 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 channel price list.Channel partners (Retailers, distributors) generally have a 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 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:

    FieldDescription
    TypeClick the drop-down and select the order type: New, Add-On, or Renewal.
    StatusClick the drop-down and select Draft status.
    SourceClick the drop-down and select Account.
    Sold ToType 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 ListType 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 DateClick 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. 

  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.

    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 on Salesforce Administrator and User Guides.

  6. Click Accept. The following changes are made depending on whether or not you decided to automatically active 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

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 on Salesforce 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.

    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 on Salesforce User Guide 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 active 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 and CLM User Guides for these tasks and information on Asset-Based Ordering (ABO).