Table of Contents
Orders
- collect information about products and general details
- Lookup account
- Billing and shipping address
- Start Date and End Date for provisioning and delivery
- Total amount (based on product prices)
- Status
- Defines all commitments for customers
- Lookup Product
- Quantity
- List Price, Unit Price, Total Price
- Start Date and End Date (provision and delivery per product)
Sales process – steps to order – sales team
- Sales Representative
- Opportunity
- Quotes
- Approvals for discounts
- Signature from customer
- Sales Ops
- Create order from quote basis
Requirements
- Various offers are created – one opportunity
- not all = completion
- CPQ checks 2 things – ensures – conversion correct offer
- creates offer only if „Primary“ is activated
- when creating 2nd offer „Primary“ of 1 offer is automatically disabled
- additionally CPQ (Admin) can be configured like this
- Primary = Active
- Status = Approved
- Permissions not enabled by default
- Setup
- Installed Packages
- Configure
- Order Tab
- Enable Require Approval Quote
Create Order – Quote
- App Launcher – Salesforce CPQ
- Accounts
- All Accounts
- Select appropriate account
- Related – Tab
- Quotes – Related List – select related quote
- Related (Optional) – show the Quote Lines
- Edit
- Ordered – activate
- Save
CPQ now creates a corresponding order.
Higher flexibility
- one order per offer, can be too simple
- enable multiple orders
- Setup
- Installed packages
- Configure
- Order Tab
- Enable Allow Multiple Orders
Create multiple orders
First order
- Accounts
- All Accounts
- Select appropriate account
- Related
- Quotes – Related List – select related quote
- Create Order
- Account Name – specify corresponding account
- Specify Order Start Date
- Quote – specify related quote
- Save
- Edit Order Products
- Select product for this order
- Save
Transfer remaining products to another order
- Quotes
- select appropriate quote
- Edit
- Activate Ordered
- Save
- Related
- here you will find the additional order
Edit products
- Orders
- Open corresponding order
- Edit Order Products
- Deactivate or adjust product(s)
- Save
Appointments
- 4 date fields relevant
- Start Date (Order)
- End Date (Order)
- Start Date (Order Product)
- End Date (Order Product)
- with Create Order, Start Date can be set
- with checkbox Ordered – Start Date is set automatically
- Start Date of the product must always be on or after the Order Start Date
- Start Date of the product is dynamic
- adapts itself accordingly when the Start Date of the Order is changed
Split offer automatically – multiple orders
Breakdown by Quote Line Group
- Accounts
- All Accounts
- Select appropriate account
- Related
- Quotes – Related List – select related quote
- Edit Lines
- Add Group
- Place products for the new group
- Save
- Edit
- Activate Order by Quote Line Group
- Activate Ordered
- Save
Division user defined
- Only one additional field at the quote line
- Creates criterion for automatic splitting
- Setup
- Object Manager
- Quote
- Fields & Relationships
- Order by
- New – Add value
- Add API name of the corresponding field
- Save
- Accounts
- Select the corresponding account
- Related – Tab
- Quotes – Related List – Select quote
- Edit
- Select Order by – corresponding API name
- Activate Ordered
- Save