Create an order in Order Management
Create a product or service order for an account or consumer in Order Management.
Before you begin
Role required: sn_ind_tmt_orm.order_agent, sn_ind_tmt_orm.service_order_agent, or sn_ind_tmt_orm.service_order_manager
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace .
Select the List icon
Image omitted: list-outline-24.svg
.
.
Navigate to Customer Orders > All.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Account | The customer account for which you want to create an order. |
| Consumer | The consumer for which you want to create an order. |
| Order Type | The type or order you want to create. The available options are:- Product - Service |
| Contact | The name of the contact for the order. |
| Deal type | Indicates the type of deal associated with the order:- Direct: The seller engages directly with the customer, with no intermediary partner involved. - Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor. |
| Order action | This option should be set to Add to create a new order. |
| Route to market | Identifies the exact sales channel used to execute the deal:- Direct - Reseller - Distributor |
| Channel partner | \(Optional\) The name of the organization selling a product or service. |
**Note:** The fields displayed on the form change depending on whether you select account or consumer.
- Select Create.
Result
The order is started and the product catalog opens.
What to do next
Browse the product catalog and add products and services to the order. For more information, see Add products or services to an order in Order Management.
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