The Order Management User Guide is designed to provide customer sales and support representatives with information for managing the life of a generated order before it creates or updates an asset. This guide covers the major features that are provided with the Conga Order Management license, including changes to in-flight orders, partial orders from contract price agreements, and management of customer purchase orders. Many of the topics in this guide cover tasks that can be considered part of an overall workflow for Conga purchase and revenue management products — therefore familiarity with Conga Configure Price Quote (CPQ) products are highly encouraged to understand and execute Order Management concepts and tasks.

TopicDescription
What's CoveredThis guide walks sales users through the Order Management workflow and lifecycle, from the generation of order to creation of assets, fulfillment tracking, and integration with downstream services. It provides conceptual information, step-by-step instructions, and use cases for the features provided by Conga Order Management.
Primary Audience
  • Customer Support Representative
  • Sales Representative
IT EnvironmentRefer to the latest Order Management on Salesforce 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 Administrator 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. 
  • CPQ Administrator Guide: Refer to this guide for setting up products, price lists, and constraint rules.


This guide describes the following tasks:

  • Managing orders in the Quote-to-Cash Process
  • Managing order lifecycle and status
  • Creating direct orders for accounts
  • Creating partial orders from customer price agreements (quote/contract)
  • Managing in-flight order changes and cancellation
  • Managing distributed order fulfillment
  • Activating an order
  • Billing for an order
  • Creating customer purchase orders

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: