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Order Capture in Industries CPQ
Salesforce Industries CPQ order-capture capabilities enable you to manage the order capture flow using Industries Cart and an asset-based ordering system.
Order-capture capabilities are integral to Industries CPQ, which enables you to design and apply business rules that ensure products and services are:
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Available to the business or consumer account.
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Items for which the customer is eligible.
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Priced accurately.
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Compatible with any existing products and services held by the customer account.
Customer service representatives and sales teams can perform a variety of business tasks through guided selling to capture the perfect customer order. The product-service-resource (PSR) data from the Enterprise Product Catalog (EPC) supports a shared, central single point of truth for all PSR data.
Order-Capture Flow in Industries CPQ
Order capture flows include:
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B2B flow: Starts from a business account by creating an opportunity, a quote, or an order. An opportunity becomes a quote and a quote becomes an order. When completed, the order becomes an asset. If the customer wants to change the asset, the asset is moved to an order or a quote. A contract is often injected after the order is created but before the asset is created, but scenarios vary.
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B2C flow: Starts from a consumer account by creating an order. When completed, the order becomes an asset. If the customer wants to change the asset, the asset is moved to an order.
Industries CPQ order capture extends the native capabilities of Salesforce to provide comprehensive management of the order-capture flow between the following standard Salesforce objects:
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Opportunity represents a sale or pending deal. Order capture uses opportunities for business accounts. Opportunities include details about the stage of an opportunity cycle—for example, in process or completed. If an opportunity becomes a quote or an order, information from the opportunity moves forward. Opportunities are identified by their stage, such as prospecting, identifying decision-makers, or negotiation/review. Opportunities also include the projected success, in percentages. Order capture fully integrates opportunities, quotes, and orders to accommodate asset-based ordering.
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Quote represents a record that includes proposed prices for products and services. You can create quotes from opportunities. You can email quotes as PDF files to customers. Quotes capture additional information, such as originating source or campaign, installation ZIP code, state, associated purchase order, and one-time or recurring charges. Order capture integrates opportunities, orders, and quotes to accommodate asset-based ordering.
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Order represents an order for products or services associated with an account. Orders consist of header information followed by line items of individually ordered products or services. Order capture fully integrates opportunities, orders, and quotes to accommodate asset-based ordering.
See Create an Order with the Cart in LWC (or Create an Order Using Industries Cart for the older Angular JS interface).
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Asset is a standard Salesforce object that represents an item of commercial value, such as a product or service sold by your company or a competitor, that an account or contact owns. Order capture provides extensions to the Asset object support discounts, special pricing, and customer preferences.
See Asset-Based Ordering.
- 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. - Manage Orders in Industries Cart
Industries CPQ order capture extends the native capabilities of Salesforce to provide comprehensive management of the order-capture and cart flow. - In-Flight Amendments
After you submit an order, you can cancel or modify it. But it must have a status of in-progress, and it can't be past the point of no return (PONR). If Order Management (OM) has fulfilled the order, you can amend the order by creating a follow-on order and submit the changes to be queued until OM fulfills the original order. - Asset-Based Ordering
An asset is a standard Salesforce object that represents an item of commercial value, such as a product or service sold by your company or a competitor, that an account or contact owns. Salesforce Industries extensions to the Asset object support special features such as discounts, bundle pricing, cancellation fees, and customer preferences. - Bulk Processing of Assets from the Asset Viewer
Bulk asset processing enables you to select multiple assets of the same or different business or service accounts and update them simultaneously. With this feature, you can select multiple assets and create a quote or order for them. You can then choose to make individual changes to the assets one at a time or apply common changes to a group of assets all at once. For example, say all assets in a business account for an ISP now support enhanced upload speeds. You can change the upload speeds for all assets in multiple services accounts of a parent business account in one operation. - Mapping Fields Using Field Mapper
Field Mapper is a custom field mapping tool to map fields between the Opportunity, Quote, Order, and Asset objects. - Overriding Default Functions
To override default JavaScript functions, the descendant class can override certain behavior in the ancestor class by specifying the modified behavior in protected methods (similar to the object-oriented technique of Java protected methods). - Adding Pre- and Post-Processing Logic
When adding or deleting products or promotions, you can define pre- and post-processing logic to be executed before and after the cart is modified by defining a method containing the desired logic and assigning it to the corresponding pre- or post-processing hook. - Link Line Items to Service Points
You can link a line item in the Industries CPQ Cart to a service point so you can configure that service point individually. A service point is defined as a service that is available at a physical location. This is an optional step. You must enable cost and margin to link line items to service points. - Configure Extended Asset Line Numbering for Large Accounts
Enable the extended line numbering feature to support large-scale asset management. This enhancement increases root asset capacity from 9,999 to 9,999,999, ensuring unique identifiers for high-volume accounts and preventing duplicate numbering during assetization.
