Before you start adding products to your enterprise quote or enterprise order, add locations or subscribers to assign the selected products to.
This feature is part of the Communications Cloud managed package.
Individual locations or subscribers are referred to as quote members or enterprise order members. If you group locations or subscribers together, those groups are referred to as quote groups or enterprise order groups.
You can upload location or subscriber details in a CSV file or spreadsheet. Alternatively, to quickly generate a sample quote or order, or test Enterprise Sales Management functionality, you can add quote members or order members directly on the Location or Subscriber page.
If you haven't learned how to manage quotes and orders yet, review these resources:
To begin adding, uploading, and modifying location and subscriber information, follow these instructions:
- Bulk Upload Location or Subscriber Details (Managed Package)
Adding location and subscriber details one at a time whenever you want to create a quote or enterprise order for an account can be tedious and time consuming. With Enterprise Sales Management, you can upload a file containing details of multiple locations or subscribers, which allows you to quickly use this information in your enterprise quote or enterprise order. - Add a Location or Subscriber in Enterprise Sales Management (Managed Package)
After you create an enterprise quote or enterprise order, the next step is to add locations or subscribers to the quote or order. Create locations or subscribers one at a time by entering the details directly in the UI. - Select, Add, and Validate a Location in Enterprise Sales Management (Managed Package)
Learn how to add single and multiple locations in Enterprise Sales Management. You can also use the Google Maps API to select and validate an address. - Modify or Delete Locations and Subscribers in an Enterprise Quote or Enterprise Order (Managed Package)
After you've added locations or subscribers, you can update the entries in Enterprise Sales Management. Update location or subscriber details at any time before you create an order. - Work with Groups in Enterprise Sales Management (Managed Package)
A group is a named set of locations and subscribers that you can use to manage large numbers of quote line items or order line items in an enterprise quote or enterprise order. Using groups is useful when you have a large number of locations or subscribers for whom you want to place identical offers.