Add a sales agreement to an order in Order Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add a sales agreement to your order. A sales agreement is a contract to order a pre-identified set of products and services for a set price.

    Before you begin

    Role required: sn_ind_tmt_orm.order_agent

    About this task

    A sales agreement is a contract to order a set of products and services for a set price. Sales agreements let agents move quickly through the order process because the sales agreements establish the products and pricing for the order.
    • Sales agreement terms are defaulted for the order.​
    • Price lists are defaulted based on the pricing terms in the sales agreement​.
    • The order catalog is filtered for products and options by the terms of the Sales Agreement​.
    • Agents can configure product bundles for orders with sales agreements.

    See Using Sales Agreement Management and Create a sales agreement to learn more about creating a sales agreement.

    Procedure

    1. Navigate to All > Customer orders > All and select the order you’re working with.
    2. Navigate to the Order Details tab by selecting the more icon and choosing Order Details.
    3. In the Customer Order form, find the Sales Agreement field and select the sales agreement you want.
      Image shows the order form with a sales agreement selected to add to the order.
    4. Select Update.
      The sales agreement with its product offerings and price lists is added to the order.