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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama 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: Yokohama  
Updated January 30, 2025  
![](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 | TBD |
   | Change | Creates a change order. See [Start a move order](https://servicenow-prod.fluidtopics.net/FT7M9Dzk15QjG38kR7G1Eg "Start a move order to update product inventory location.") for more information. |
   [ ]

   {#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/yadcHrG3w_~cRkqrm~QH7g)**   
  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/uJdu6aWMeZQI_dskqJOliQ)**   
  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.
* **[Add subscription pricing to an order](https://servicenow-prod.fluidtopics.net/ASNadn6jQFH8pkeG4BI_dw)**   
  Add contract pricing to an order or order line items including start and end dates in Order Management.
* **[Set up and review product order lines in Order Management](https://servicenow-prod.fluidtopics.net/XiGmlgO5DxV_tTMSYdHKZQ)**   
  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/fIvjTIJMZOjJA~o166ADzA)**   
  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/ZhBgVTO~xVKVZv1Ia9SR6g)**   
  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/rwhm1X6LbCkx1ABprhqqsQ)**   
  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.
* **[Start a move order](https://servicenow-prod.fluidtopics.net/FT7M9Dzk15QjG38kR7G1Eg)**   
  Start a move order to update product inventory location.
* **[Add covered products to order line items](https://servicenow-prod.fluidtopics.net/1jGMII49m3ay9IzeA4Cthg)**   
  Enhance orders by adding covered products such as contracts or entitlements at the order line level.
* **[Filter product catalog by location](https://servicenow-prod.fluidtopics.net/C4L2BDoMJQIueJpnXE_P8g)**   
  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.
* **[Update product locations at the order line level](https://servicenow-prod.fluidtopics.net/QybLY7rnug2xtd2NQBXXCw)**   
  Agents can use the copy function to update product locations at the order line level Order Management.
* **[Price adjustment breakdown on order lines](https://servicenow-prod.fluidtopics.net/vYBvJEoD9bF0d63B0nRXkQ)**   
  Order agents can view the price adjustments that were applied to the base price in the price list to reflect attribute adjustments and any custom adjustments that you added through the pricing plan, and see how the net price was calculated while processing orders.

**Related tasks**   

* [Add products or services to an order in Order Management](https://servicenow-prod.fluidtopics.net/yadcHrG3w_~cRkqrm~QH7g "Once an order is started, add order lines for products or services using the product catalog and product configurator in Order Management.")

*[\>]: and then