Order Confirmations
- Anne Krieg
- Phu Nguyen (Unlicensed)
- malvesfuchs (Deactivated)
Introduction
With the acceptance of a quote, you can send an order confirmation to your customers.
First, the quote is accepted, preferably on the quote record itself via the "Order Entry" button:
When the order is received, the products are copied to the opportunity and the quote is marked as primary (checkbox "current quote" sf42_quotefx__SF42_QuoIsPrimary__c).
But even if you only set the opportunity to "Closed Won", you can generate an order confirmation afterwards, provided you have saved your products to the opportunity.
An order confirmation can be created only starting from an opportunity in Closed Won status.
Create new order confirmation
You can find the action "New Order Confirmation" at your opportunity. If the button is not visible, please add it to your page layout:
Clicking the button opens the basic dialog for creating an order confirmation:
In the individual sections you can make the following settings
Configuration | Function | Explanation |
|---|---|---|
Selection of a quote template | Quote templates can also be created of the "Order confirmation" type. They differ from quote templates by the active checkbox "Order confirmation" SF42_QuoOrderConfirmation__c | |
Display of the accepted quote with the corresponding quote number | The quote on which the order entry was activated, i.e. the one that was last synced into the opportunity. Differentiation from other quotes of the opportunity is the checkbox "active quote" SF42_QuoIsPrimary__c | |
| As an alternative to taking the quote positions from the primary quote, the opportunity products can also be used as the basis of an order confirmation. | Provided that you take the products from the quote, you can be sure that the calculation is unchanged. When taking over the opportunity products, the products will be recalculated, provided that the Settings > Calculation checkbox "Recalculate opportunity products before syncing them to quote" is activated. For details see Calculation when Using existing Quotes as a Template and when Copying Opportunity Products |
| Click on "Next" to open the quote editor. | The previously gray button turns blue when the desired template is selected and can be accessed. |
The "Cancel" button will take you back to the opportunity. | No order confirmation will be saved in this case. |
Editing the order confirmation
In the admin area of appero quote you can define which quote positions exactly may be taken over and whether they may be edited, for details see. Order Confirmation
In the editor itself, depending on your admin settings, you have the same options as in a normal quote. You can sync the products in your order confirmation - should you have edited them again - back into the opportunity and send them by email from the editor.
Unlike normal quotes, an order confirmation is not assigned its own quote number. The name of the order confirmation is defined via the ordersavename setting. Here, the underlying quote can be referenced via variables, e.g. "Orderentry No. {AcceptedQuoteNumber}-{AcceptedQuoteName}".