Order Management for Administrators

This guide is designed to provide administrators with information on configuring Conga Order Management for use by sales and customer support representatives. This guide covers the most common use cases for Conga Order Management Administration and assumes a level of familiarity with basic Salesforce and Conga CPQ.

Topic	Description
What's Covered	This guide walks the Order Management Administrators through the entire process of installing and configuring Conga Order Management. It provides conceptual information, step-by-step instructions, and use cases for the administration tasks provided by Conga Order Management.
Primary Audience	Order Management Administrators.
IT Environment	Refer to the latest Order Management 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 in Order Management Documentation topic.
Other Resources	Conga Order Management Summer 2020 User Guide: Refer to this guide for installing and setting up Order Management in your organization. Conga Order Management Summer 2020 Release Notes: Refer to this guide for the new feature, enhancements, resolved, and known issues. Conga Order Management Summer 2020 SOAP API Guide: Refer to this guide for documentation of public-facing SOAP APIs for Order Management. Conga CPQ Administrator Guide: Refer to this guide for setting up products, price lists, and constraint rules.

This guide describes the following tasks:

Installing Order Management
Configuring Order Management settings
Enabling and configuring settings for In-Flight Orders
Automating In-Flight Order changes
Configuring Direct Order settings (CPQ)
Configuring settings for capturing orders from Price Agreements
Configuring quotes and agreements to use a Contract Price List for Price Agreement orders
Configuring Customer Purchase Order and Customer Purchase Order Item settings
Configuring Custom Purchase Order Admin settings

Before using Order Management, you must be familiar with the following:

Basic Salesforce administration knowledge
Conga CPQ and Conga CLM administration
Salesforce and Conga terms and definitions

Select one of the following topics for more information: