---
schema_version: "1"
id: b2a6d940052bc91bff710cb258396ad8462e22ed557c53327506545eb5da81ef
title: "Scenario 1: Capture a Standard Order"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/advanced_orders_scenario_standard_order.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_scenario_standard_order.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8b660683ca0becd8659d9a97983b03adc6424bbb7a6f096a6ea44ce653051ac5
description: Walk through the baseline order capture flow, where a telesales rep captures a standard (direct) order for a customer account, adds a single line item, calculates pricing, and activates the order.
release: "264"
---
# Scenario 1: Capture a Standard Order

Walk through the baseline order capture flow, where a telesales rep captures a standard (direct) order for a customer account, adds a single line item, calculates pricing, and activates the order.

### Required Editions

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              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_editions_permissions.htm&amp;type=5&amp;language=en_US" target="_blank">View supported editions</a></p>
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Before telesales reps can capture standard orders, complete these prerequisites:

- [Set up Advanced Orders for Telesales](https://help.salesforce.com/s/articleView?id=xcloud.set_up_advanced_orders_for_telesales.htm&type=5&language=en_US).
- [Set up Penny Perfect Pricing](https://help.salesforce.com/s/articleView?id=xcloud.ppp_setup_parent.htm&type=5&language=en_US).

1. Start the order.
    
    1. From the App Launcher, open **Service Console for Telesales**, and open the customer account record.
    2. In the Action Launcher component, click **New Order**. The order opens in Draft status.
2. Set the account and order specification.
    
    Select the account and the order specification (order type).
    
    - **Market scoping**: The rep and the selected account must belong to the same IOU. If they don't, the rep can't place the order for that account.
    - **Orderer type validation**: The system matches the account's AccountRole.AllowedOrdererType against the Allowed Orderer Types on the selected order specification. For a standard direct order, both must allow Direct. If they don't match, the system prevents the order from being saved.
    - **Partner accounts and addresses**: The bill-to, ship-to, and payer accounts are automatically populated, and the billing and shipping addresses are selected, based on the account's Account-Account Relationship (AAR) configurations.
3. Add products from authorized listings.
    
    1. Go to the **Products** tab on the order entry grid.
    2. Review the qualified products in the Assortments view. The grid shows products qualified for the IOU (Product IOU Qualification) and authorized for the account through its store assortment or location assortment.
    3. If Is Closed Authorization List is enabled on the order product specification, the rep can select only products included in the active assortments.
    4. Find the product, enter the quantity, and add it to the cart.
4. Calculate pricing.
    
    Click **Calculate** (or enable Instant Pricing). The Penny Perfect Pricing procedure prices the line item, returning the net unit price and line total.
5. Review the cart line items.
    
    1. Open the **Cart** tab.
    2. Verify line-item attributes including selected product, ordered quantity, unit of measure (UOM), net unit price, and total line amount.
6. Review the order header details, including account name, effective date, price book, and status (Draft).
7. Click **Release Order**.
    
    The order status moves from Draft to Activated. After activation, the order becomes read-only.

The rep has captured, priced, and activated a standard direct order with a single line item for an account in their assigned IOU.