---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create an order in Order Management

# Create an order in Order Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a product or service order in Order Management.

## Before you begin

Role required: sn_ind_tmt_orm.order_agent

## About this task

When you start an order, a pop-up prompts you for order information. You can choose to create a product order for a customer account or consumer. The pop-up changes depending on your choice.

* Account -- The order is created for an existing customer account.
* Consumer -- The order is created for an existing consumer.
{#som-create-product-order__ul_s2q_q2h_zzb}  
Note:  
The following steps explain how to create a customer order. Whether you're creating a customer order or a service order, the steps are the same.

## Procedure

1. In the Configurable Workspace, select the List ![]() view.
2. Navigate to Customer OrdersAll and select New.  
   The Create a new Order pop-up opens.  
3. In the Create a new Order pop-up, fill in the fields.
   * To create an order for an account, select the Account.
   * To create an order for a consumer, select the Consumer name.

   {#som-create-product-order__choices_q5h_5b2_x1c}

   | To | Description |
   | Create an order for an account | Enter the following: * Order Type: Order type can be service or customer. * Contact: Name of the primary customer contact. * Order action: Select the type of order action. {#som-create-product-order__ul_dky_zgb_x1c} |
   | Create an order for a consumer | Enter the following: * Order Type: Order type can be service or customer. * Order action: Select the type of order action. {#som-create-product-order__ul_z2g_njz_x1c} |
   |-|-|

   {#som-create-product-order__choicetable_wss_lcm_11c}
4. In Order action, select Add.  
   The Order action menu contains the following options.{#som-create-product-order__table_lnr_y4n_zbc__entry__2}

   | Order Action | Description |
   |-|-|
   | Add | Creates an order. |
   | Move | M |
   | Change | Creates a change order. |
   [ ]

   {#som-create-product-order__table_lnr_y4n_zbc}
5. Select Create.  
   The order is started and the Order Catalog opens.
* **[Add products or services to an order in Order Management](https://servicenow-prod.fluidtopics.net/3Qd2Mt6xZTOhHCyIUNFkMA)**   
  Once an order is started, add order lines for products or services using the product catalog and product configurator in Order Management.
* **[Add a sales agreement to an order in Order Management](https://servicenow-prod.fluidtopics.net/nxrDb4Dk1s9ncP9x~Rb6jg)**   
  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.
* **[Set up and review product order lines in Order Management](https://servicenow-prod.fluidtopics.net/DUW44xZ~SSuYiDzvUHh~9A)**   
  Once products and services are added to an order in Order Management, you can set up order lines with order characteristics, pricing adjustments, and other items.
* **[Review and submit a product or service order in Order Management](https://servicenow-prod.fluidtopics.net/JJVejKEA5jdMRhEGN675SA)**   
  After adding products and services to your order, review the order line items and submit the order for approval.
* **[Approve a product or service order in Order Management](https://servicenow-prod.fluidtopics.net/4N2smOkh6hmI_Dji0H3UTg)**   
  When an order is submitted, the next step is to review the order and approve it. Approved orders are ready to begin the fulfillment process in Order Management.
* **[Updating specification versions](https://servicenow-prod.fluidtopics.net/fmaYXGTsuQwgD1F9RBWaIA)**   
  Enterprises frequently create and update new versions of product and service specifications. When these changes occur, it's important to update the existing product specification in ServiceNow®. Failure to update the product specifications can lead to difficulties with MACD (Move, Add, Change, Delete) operation when orders enter fulfillment.
* **[Add covered products to order line items](https://servicenow-prod.fluidtopics.net/ejQC7~5lE3XxVMzBYefykg)**   
  Enhance orders by adding covered products such as contracts or entitlements at the order line level.
* **[Update product locations at the order line level](https://servicenow-prod.fluidtopics.net/gHnx1cTp93htbOXBuEUSyQ)**   
  Agents can use the copy function to update product locations at the order line level Order Management.
* **[Filter product catalog by location](https://servicenow-prod.fluidtopics.net/R_9yHanPCrZVcdagczLtiw)**   
  Agents can filter products in the catalog by using the location function in Order Management. The location filter helps agents be more efficient when creating orders.

**Related tasks**   

* [Add products or services to an order in Order Management](https://servicenow-prod.fluidtopics.net/3Qd2Mt6xZTOhHCyIUNFkMA "Once an order is started, add order lines for products or services using the product catalog and product configurator in Order Management.")

*[\>]: and then