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Price an Order
Generate accurate order prices in Salesforce while connected to the network.
Sales representatives can generate accurate prices for orders while connected to Salesforce. When users work in Salesforce with network connectivity, the Pricing Calculator processes calculations on Salesforce servers.
For detailed steps on creating and capturing an order, see Advanced Orders for Telesales.
- From the App Launcher, find and select Orders, and then click New.
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Enter order header information:
- Account: Select the customer placing the order.
- Sales Organization
- Order Type
- Order Date
- Add line items by selecting products, quantities, and units of measure (UoM).
- Click Calculate Price (or save the order) to trigger the calculation.
- Review the line-level net prices and order totals.
- Click Save.
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