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.



What's CoveredThis 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 EnvironmentRefer to the latest Order Management Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor 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: