Creating orders in Order Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Familiarize yourself with the steps for creating customer or service orders in Order Management using the CSM/FSM Configurable Workspace.

    The following illustration lists the high-level steps for creating a fresh order with the Add action type. At this stage, the order agents focus on capturing commercial details such as quantity, product configuration, and pricing for placing an order. Fulfillment agents capture technical details required for fulfilling the order in the order enrichment stage.
    Figure 1. Order creation process
    High-level steps in the order creation process. For details, refer to the list of task topics that follows.
    1. Initiate the order process from the CSM/FSM Configurable Workspace.
    2. Input delivery information, including the shipping and billing preferences.
    3. Select and include desired products into the order using the product catalog.

      Customize configurable products using the product configurator.

    4. Review order line items and customize product specifications such as quantity, options, or attributes.
    5. (Optional) Apply manual price adjustments.
    6. (Optional) Include any products that are covered under warranties, service plans, and so on.
    7. Finalize and submit the order for further processing and fulfillment.
    Note:
    If you add a sales agreement while creating the order, only the products listed in the sales agreement are available for selection.