Review real-world business scenarios to see how telesales reps capture, price, and release customer orders using the Advanced Orders for Telesales framework.
Required Editions
This section covers these end-to-end scenarios:
- Capture a Standard Order
- Walk through the baseline workflow of capturing a direct order, adding a single standard line item, running pricing, and activating the record.
- Capture an Indirect Order
- Walk through capturing an indirect order, where a telesales rep places an order for a customer account that's fulfilled through a third-party wholesaler or broker rather than directly by the manufacturer.
- 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. - Scenario 2: Capture an Indirect Order
Walk through capturing an indirect order, where a telesales rep places an order for a customer account that's fulfilled through a third-party wholesaler or broker rather than directly by the manufacturer. This flow follows the same steps as a standard order, with additional handling for the fulfillment account.