You can see the order details of your orders after logging into Partner Commerce. My Orders page lists all the orders that you are working with for the selected account. You can also see the total order number and amount at the top of the My Orders page. The total order number and amount will change depending on the filter applied.
Note:
The List Orders API with the appropriate parameters is used to retrieve the selected account's order data.
Note: The translation feature supports multilingual static labels on the Orders pages. Labels automatically reflect the user's locale and configured language settings.​
View Summary Chart
You can view the summary chart for all of the orders that are placed. You can also customize the chart by applying the advanced filters. Orders by Status (bar chart) and Order Amount by Status (pie chart) charts are available with out-of-the-box template. Hovering the mouse over a status displays the quantity and amount for that status.
Search for an order
You can search for the order to refine the order list. Enter a keyword related to the name. It displays all orders that contain that keyword.
Note:
The List Orders API with the filter parameter is used to search for the particular order.
For example:
https://<URL_of_the_Instance>/api/order/v1/orders?filter=eq(SoldToAccount.Id:'<soldtoaccountID>')&sort=DESC(ModifiedDate)&filter=LIKE(Name:'Test')&Page=1&limit=10
Sort the order list
You can sort the order list by clicking the column names.
Set pagination
You can specify how many orders should be displayed on a single page. To enable pagination, go to the per page field on the top right bar and select a value from 10, 20, 30, or 40 orders per page.
Filter the order list
You can sort the order list by clicking the filter icon. The Advanced Filters pop-up appears. You can filter the order list based on the following fields. You can also add multiple filter criteria by clicking the Add Criteria button.
Bill To
Created Date
Order Amount
Status
Note:
The List Orders API with the filter, page, limit, and sort parameters is used for sorting, pagination, and filtering.
Note: You can click the Order Number or Name link to open the order details page.
As an experienced buyer, you can also use the Quick-Add () button to add multiple products to the cart and create quotes and orders quickly. For more information, see Using CTA (call-to-action) button.
Creating an order
As a Partner Sales Representative or Order Desk User, you can create an order on behalf of a customer to help them in ordering products or services. you can add products to the cart and create an order quote by clicking the Place Order button on the cart page. The Create Order page appears.
Enter the following details for the order on the Create Orderpage; however, some of the fields have default values.
Field Name
Description
Sold To
Shows the name of the account associated with the primary contact. You cannot edit this field.
Price List
Shows the name of the price list associated with the account selected. You cannot edit this field.
Order Name
Enter the name of the order. By default, it is auto-populated as New Order.
Primary Contact
Search and select the Primary Contact associated with your account.
Bill To
Shows theBill To location of the account associated with the primary contact. You can search and select another value to update this field.
Ship To
Shows the Ship To location of the account associated with the primary contact. You can search and select another value to update this field.
Click Place Order. If the implementor has enabled the CAPTCHA functionality, follow the next step.
Note:
By default, CAPTCHA functionality is not enabled. The
implementor must set the captchaSiteKey?
parameter to the template (see the Configure Templates topic) and add the
captcha property (see the image below) with the Price Summary component while
configuring the template. For more information on the Price Summary component,
see SDK Reference > Components section > Price Summary component. .
Check the captcha checkbox labeled "I'm not a robot". Sometimes, you may need to solve a captcha puzzle after clicking the checkbox.
After successfully verifying the Captcha, a request for an order will be sent out, and you will see a success confirmation popup after the order has been generated.
To see more information about the order, click VIEW YOUR ORDER. This opens the Order details page.
The Fetch an order API with the includes parameter is used for reviewing the created order (on the Review Your Order button).
Viewing and Modifying a Created Order
After creating an order, you can view and modify some of the fields. To view all the orders created by you and belonging to the same account, go to My Accounts > My Orders page.
You can click the Order Name link from the Order list page or click the REVIEW YOUR ORDER button from the CreateOrder confirmation popup. The order page appears where you can view and update the following details:
Update the order summary.
You can update the Primary Contact, Description, Ship To Account, and Bill To Account fields.
Click the Edit button to edit the line items in a created order to add, clone, modify, and delete items.
Click Confirm Changes.
Note:
You can also open the Product Details and Configuration by clicking the product name and wrench icon respectively.
Upload the attachments.
If you want to upload some required document(s) in a particular order, you can upload it from the Attachments section.
Note:
Prerequisites:
The implementer must create an IsPrivate custom field with a Boolean data type and default value as false on
the DocumentMetadata object. Use the Admin User Interface or the Create a field definition for an object
API
and sample payload:
Sample Payload
From the order details page, click the Attachments tab.
Drag and drop the file or click the browse link and select the file.
Check the Make visibility private checkbox to make the attachment only visible to you on the order details page.
Click Clear if you want to remove the selected file.
Click Upload to upload the selected file to the order.
You can File Name, Size, Type, Created By, and Created Date information under the Attachments section. The file types listed in the following image are supported. You can upload up to 28 MB of document(s).
For example: https://<URL_of_the_Instance>/api/document-management/v1/documents/upload?objectType=order&objectId={objectID}
Note:
You can only modify the line items when the order is in the Draft stage.
Generating an Order
As a partner, when you place an order on behalf of a customer, you must generate the order document before confirming the order. You can generate an order that is in Draft status.
From the order details page, click the Generate button.
Select a template from the list.
Note:
The list of templates is retrieved from the Template object, where the business object is Order and the IsActive flag is set to True. The following API is used to get the list of templates. For more information, click here.
GET https://<URL_of_the_Instance>/api/data/v1/objects/Template?criteria=BusinessObject=Order
Select the document format of the file to be generated. For example: DOCX, PDF, or PDF/A.
Check the Include Watermark checkbox to include DRAFT as a watermark in the generated document.
Click Generate to initiate order document generation. A confirmation message appears and the order details page is displayed.
The order stage moves from Draft to Generated, the generated order document is available under the Attachments section, and a notification email is sent to the associated partner and customer. You can also download and delete the generated document.
In the Partner Commerce application, presenting an order allows partner users to share the order with customers. Once the order is in the Generated stage, the Present button is available. This enables partners to review and send the order to customers, ensuring they receive accurate pricing and details before making a decision.
Open the generated order details page, click Present.
Documents and Send sections appear.
Note:
The Documents and Send sections help you manage and send documents with the order.
Documents Section: Allows you to choose documents related to the order.
Send Section: Allows you to enter email details, select recipients, and add attachments to send the order via email.
Select attachments from the Available Documents list.
Note: These documents are either generated from the order or uploaded manually. If you need additional documents, click Generate to create new ones. For more information, see
Use the Search documents box to find specific documents. Selected documents appear in the right panel.
Click Next to proceed to the Send section. If you wish to discard your changes and go back to the order details page, click Discard.
In the Review and Send, the To field is pre-filled with the order's primary contact email. You can change or add another email address by entering the recipient's email and selecting it from the list.
Enter email addresses in the Cc and Bcc fields if needed.
Enter the Email Subject and Email Message. If you want to use an email template, search for it in the Email Template box. Selecting a template will auto-fill the subject and email body.
Note: The email template feature allows you to quickly populate the Email Subject and Email Message fields. Searching for and selecting a template in the Email Template box automatically fills these fields, saving time and ensuring consistency.
You can add additional supporting documents for the order. Click Add Attachment to include additional supporting documents.
In the Upload Files popup, you can drag and drop files or click browse to select them.
To restrict visibility, check the Make visibility private box. To remove a file, click the delete icon next to the respective selected file.
Click Confirm to add the attachment.
The attachment appears on the main screen. To remove the attachment, click the delete icon next to it.
Click Send to email the order details with the selected documents.
The system sends the email to the recipients with the order details and the selected documents as attachments.
The order status changes from Generated to Presented.
Note: Note: You can present the same order multiple times if needed by clicking the Present button.
Confirming an Order
As a partner, when a customer places an order or you place an order on behalf of a customer, you must confirm it to sync it with the cart and create the order line items. You can confirm an order that is in Draft or Generated status.
When an order is confirmed it is automatically generated and presented and the order status changes from Draft to Confirmed. After confirmation is complete, the user also receives an email notification.
Calculating Tax
You can calculate and review applicable sales tax during checkout before placing an order.
The system calculates tax based on the based on shipping address, product details, and tax categories and updates tax details when relevant cart information changes.
Prerequisites:
Administrators must enable:
Configuring the Avalara tax integration for the tenant with valid API credentials and set up product tax categories and required address fields to support Avalara-based tax calculation. For more information, see Configuring Avalara Tax Integration Connectors.
Enabling the Taxable? toggle on the product's Price List Item (PLI) in Revenue Admin UI and EnableTaxIntegration using the Get a configuration API to use the tax integration functionality. For more information, see Configuring Tax Billing and Invoicing
Revenue Admin UI topic from CPQ for Administrators.
Granting View All, Create, Read, and Update permissions for the TaxBreakup object to the User. This access resolves user-context–related issues. If the TaxBreakup permission is not granted, refer to Assigning Object Permissions topic for to grant the required access.
Go to the desired product and click Add to Cart.
Click the Cart icon next to the account name and select View Cart.
Click Place Order from the cart summary page.
Select the Primary Contact from the list.
Click Calculate Tax to calculate tax based on the shipping address, product details, and tax categories.
The system calculates sales tax based on the shipping address and product details. The cart and order summary display the tax amount, and include tax in the total price.
