Conga Orders are captured using a number of processes, usually depending on which sales channel the order is originating from. The table below describes at a high level what types of orders are generally tied to which type of sale channels. In some cases, a sales channel, such as direct sales, may capture orders using one or more different processes. The table below covers the most common use cases.
In all cases, orders are captured and stored in Salesforce as Order records. Product, service, and bundle data is stored in Orders as Order Line Items.
|Order Management Process
|Direct Sales, Partner Sales
|Customer Service Representatives (CSR), Telesales
|E-Commerce, Partner Commerce
Total Order Amount on the Order Header
At any time during the ordering process, the total amount of the order is calculated and displayed in the Order Amount field on the order header.
Order Amount = SUM(Net Price) from order line items based on the following conditions:
- Any line item in "Cancelled" or "Pending Cancellation" status is not considered.
- If an option or child bundle price is rolled up to the parent bundle, the system considers the parent bundle net price to avoid double-counting.
The order amount is recalculated whenever the net price on an order line item is updated or when the status of the order line item is changed (to any status other than "Cancelled" or "Pending Cancellation").
Order Management Scope
It is important to consider that the most common use case for generating an order is through a Quote or Agreement. In these cases, orders are almost always automatically activated, meaning that the Order Management application plays a limited or no role in managing the order as it is usually automatically converted into an asset.
Order Management primarily focuses on providing users with the capability to make in-flight order changes, create partial orders from price agreements, and manage and create orders from customer purchase orders. You can create a direct order using Order Management, but even a direct order is mainly initiated by a CPQ or CLM user from the Quote or Agreement record.
For more information on creating and managing orders and assets from a quote, refer to the CPQ for Users and supporting documentation.
For more information on creating and managing orders and assets from an agreement (contract), refer to the CLM for Users and supporting documentation.