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Order Capture Flows
Order-capture capabilities are integral to Industries CPQ. Learn how to create essential order-capture elements such as Opportunities, Quotes, and Orders.
- Create the Opportunity
To create the Opportunity on which the master Quote or Order will be based: - Create a Quote with the Cart in LWC
You can create a quote using the Industries CPQ Cart in LWC from the Quotes tab, as well as from an account page or from an opportunity. From the Cart, you can search, configure, and add products and promotions from the product catalog. You can also add predefined or custom discounts, manually adjust prices, and set the number of each product to quote. - Create an Order with the Cart in LWC
You can create an order from the Industries CPQ Cart in LWC from the Orders tab, as well as from an account page or from a quote. From the Cart, you can search, configure, and add products and promotions from the product catalog. You can also add predefined or custom discounts, manually adjust prices, and set the number of each product to order. - Create an Order Using Industries Cart
You can create an order from the Industries Cart instead of the Account page. - Future-Dated Orders and Order Queuing in CPQ
You create a Future-Dated Order (FDO) when you want to create an order today but provision it in the future. - Creating a Change Order
When you change an order, existing assets are marked with an orange flag. You can change an order through an account's assets. You select the assets and change them to a new order. A change order is also known as a future-dated order.
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