Configuring Sales and Order Management applications

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Set up the Sales and Order Management (SOM) applications so that your agents can work on various stages of the product sales life cycle, such as sales opportunities, quotes, order capture and fulfillment, contracts and entitlements, and also the basic product catalog and pricing features used by each application.

    Configuring the Sales and Order Management applications includes several basic tasks:
    • Installing the SOM applications that you want to use from the ServiceNow® Store.
    • Assigning roles to your users of the SOM applications that you install.

    Installing and configuring SOM applications

    As a user with the admin role, complete the following main configuration tasks to set up your SOM applications.

    Table 1. SOM configuration tasks
    Configuration task Description
    Install and configure the Opportunity Management application Install the Opportunity Management application from the ServiceNow Store store. This application enables your sales agents and account executives to create and manage opportunities that identify and track potential sales based on identified customer needs.
    Install and configure Quote Management Install the Quote Management application from the ServiceNow Store store. It enables your sales agents to generate sales quotes for products or services that a customer wants to buy.
    Install and configure the Order Management application Install the Order Management application from the ServiceNow Store. This application enables your agents to capture, manage, and fulfill orders from enterprise customers.
    Note:
    If you have a Telecommunications Service Management subscription, install the Order Management for Telecommunications, Media, and Technology application from the store. This application includes the Order Management application and also the ServiceNow implementations of the TMF APIs for telecommunications products.
    Assign user roles in Sales and Order Management Review and assign roles to users of the SOM applications that you install.