Create and modify orders from quotes, directly as orders, and submit final orders in Enterprise Sales Management.
You can create an enterprise order from a quote to enrich it with additional information, including technical details such as installation date, router specifications, type of wiring required, and so on.
This feature is part of the Communications Cloud managed package.
To do so, go to the enterprise quote that you want to create an order from and click Create Enterprise Order.
To manage orders in Enterprise Sales Management, follow these instructions:
- Create an Enterprise Order Directly in Enterprise Sales Management (Managed Package)
Skip creating a quote and create an enterprise order that has all the necessary technical information directly. - Create Final Orders in Enterprise Sales Management (Managed Package)
When you've finalized your enterprise quote or enterprise order and don't expect further modifications, you can create final orders from Enterprise Sales Management. A primary order and all the associated sub-orders are created. - Modify In-Progress Orders by Creating Quotes in Enterprise Sales Management (Managed Package)
Amend in-progress orders by creating supplemental or follow-on quotes based on the Point of No Return (PONR) status of the orders. Change product configurations, quantities, or add new products. - Submit Orders in Enterprise Sales Management (Managed Package)
After you create the final order, submit the order and its sub-orders to complete the order process.