Order Management in Salesforce Billing

After quoting in Salesforce CPQ, sales reps can create an order and a contract. The contract acts as the source of truth for future sales transactions, allowing users to create amendments and renewals for their subscription-based products. The order acts as the source of truth for future billing transactions, allowing Salesforce Billing users to convert lead-to-order data into transactional data.

An order record contains order products, which represent quote lines that a customer has ordered. When a sales rep creates an order from a quote, its order products have an unactivated status. Only activated orders can be billed, so many businesses use unactivated order products for provisioning and activate them when they're ready for billing. Each order product can be billed separately or as a group. The Salesforce Billing invoice scheduler or Bill Now process pulls order information into an invoice, which lives in the Salesforce Billing package. The invoice record's invoice lines represent billed order products.

Orders also look up usage summaries, which store information for usage-based order products. For more information, check out Usage Rating and Processing.

Sales reps can create both contracts and orders from a quote. We recommend creating an order from the quote, and then creating a contract from the activated order. This method allows for a standardized process within your business and lets you avoid duplicate data. Customers are also less likely to amend a contracted order than a quote.