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Enable Features for Advanced Orders for Telesales

Enable these features to get started with Advanced Orders for Telesales.

Required Editions

Before you enable the features as an admin, make sure that you have the Manufacturing Foundation User permission set assigned to yourself and that you have the System Administrator profile.

  1. Enable Order Capture: Exposes order capture features so that reps can track and manage orders.
    1. From Setup, enter Feature Settings in the Quick Find box, and select your cloud's node, then Order Capture.
    2. Turn on Enabled, and click Save.
  2. Enable Assortment Cache: Stores Assortment API responses for improved performance. Available only after Order Capture is turned on.
    1. From Setup, enter Feature Settings in the Quick Find box, and select your cloud's node, then Assortment Cache.
    2. Turn on Assortment Cache.
  3. Enable Optional Price Books for Orders: Enables optional price books for orders. The org permission is enabled by default with the Order Capture for Manufacturing license, but you must select this checkbox manually to activate the setting.
    1. From Setup, enter Order Settings in the Quick Find box, and then select Order Settings.
    2. Turn on Optional Price Books for Orders., and click Save.
  4. Enable Product Discovery Settings: Enables product qualifications and search index settings to allow runtime filtering and keyword search across authorized assortment products.
    1. From Setup, in the Quick Find box, enter Product Discovery, and then select Product Discovery Settings.
    2. Turn on Product Discovery Settings.