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Order Management for Salesforce

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Adobe Sign ServicesAgreementsAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)ContractsContracts for SalesforceContribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest AuthorTransportation and LogisticsTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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Order Management for Salesforce

Working with Customer Purchase Orders

Use Case: Creating Customer Purchase Orders

Business Context

Customer Purchase Orders let users record and link a customer's PO to orders, line items, or billing schedules, so invoices can be validated against PO terms before billing. This speeds up invoice approval, reduces revenue leakage from mismatched or expired POs, supports customer compliance policies, and gives finance teams a clear audit trail between what was sold, authorized, and billed.

A customer PO must be created before a sales order is created from it.

Requirement

The requirement is to capture the details of the customer purchase order by creating it manually using the Order Management UI.

Note:

Customer Purchase Orders can be created automatically through integration, as long as the Purchase Order data comes to Conga in a machine-readable format (for example, XML or JSON). For assistance with this procedure, contact Conga Professional Services.

  1. Navigate to the Customer Purchase Orders tab.
    The Customer Purchase Order page is displayed.
  2. Click New Purchase Order.
    The New Purchase Order page is displayed.
  3. Enter the following fields in the Order Basic section of the page: Previous Version, Account, Account Name, PO Date, Price List, and Price List Name. Enter the Quote Number/Proposal number associated with the Price Agreement. Enter any additional fields as required.
  4. Enter the following fields in the Order Customer section of the page: Bill To, Ship To, and Contact. Enter their corresponding reference fields to store the IDs. The Account Reference field is the record Id received from the external system.
  5. Add the Requested Delivery Date.
  6. Click Save & Add Products.
    The PO Number is autogenerated. The Status of the Customer Purchase Order is set to Draft.
  7. Once the purchase order is created, click Add/Edit Line Items to modify existing purchase order line items or add new line items to the customer purchase order. Click Save to save line items.
    Note:

    You can Add/Edit Line Items only when the purchase order is in "Draft" or "In Amendment" status.

The customer PO is created in a Draft status.
User Guide
Use Case
Order Management

October 5, 2026