ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
Manage Orders
Key Objects in the Channel Order App
Installing and Configuring the Channel Order App
Managing Contract Terms and Product Catalogs
Submitting and Managing Orders
View and Manage Orders
Submit an Order
Delete a Draft Order
Using the Partner Order Submit API
Managing Licenses
Provide a Free Trial
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
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Submit an Order

Create and submit orders from the Orders tab in the Channel Order App.
To start a new order, click Submit New Order. To edit an unfinished order or continue with an unsubmitted order, click the Edit link for the order in the Action column. You define the specifics of an order using the Order detail page.
  1. Enter Customer Information: Enter customer information in the fields provided. To auto-populate the details, search on the Company Name or Org ID. (If you use the License Management App to provision and control licenses, the Org ID is the same as the Subscriber ID on the license record.)
    A view of the Customer Information section on a new order
  2. Select a Contract: Choose the appropriate contract from the list.
  3. Enter Order Details: Define the specifics of the order, including the type of order and the products to include.

    If you have recently upgraded the Channel Order App, or think your Contract Terms or Product Catalogs are outdated, click Refresh Product Details to sync with the AppExchange and update data for the contract selected and the associated product catalogs. The page will display a Success message when the sync is complete.

    Note

    • Choose the Order Type.
      Order Type Use to:
      Initial Create an order for a new customer who hasn’t purchased something from you before. You must include an admin user subscription for each reseller customer org in your order. Order one admin user subscription per 50 user subscriptions.
      Add-On Add licenses or products for an existing customer.
      Reduction Remove licenses or products for an existing customer. The quantity and product you specify should reflect what you want reduced in the existing contract. If you want to cancel all services for a customer, submit a cancellation order instead.
      Cancellation Terminate a contract with an existing customer. Cancellations terminate the contractual relationship with the customer, which includes all products on the contract. If you are canceling individual products for a customer, submit a reduction order instead.
      Renewal Renew service and contract terms with an existing customer when the anniversary date of a contract approaches.
      Upgrade Upgrade an existing customer to a different edition of Salesforce, or adjust pricing for existing users on a contract.
    • Enter an optional SFDC Invoice Description. This field should contain anything extra you want included on the invoice, including your identification information.
    • Select an optional Related Opportunity to associate an opportunity from your org with the order. This data will not be sent to Salesforce.
    • Modify the order details as necessary using the fields provided. Quantity is always required, and customer price is required for % Net Revenue products. Many fields on this page are defined by your product catalog and contract. Use the action menu next to each product listing to view product details, add line item descriptions that will appear on your invoice from Salesforce, or to clone a product line item if you sell it at two price points to the same customer.
      A view of the Product Details section on a new order

      If the selected contract allows you to override contract or billing terms, you can update those terms on this page. The updated terms will be applied to all products in the order.

      Note

    You can include custom fields to collect additional data about orders; for details, see Add Custom Fields to the Order Detail Page.

    Note

  4. Enter Service and Order Dates: For each field, click the text box to pick a date or click the link to choose today’s date.
  5. Click Save & Next to continue or save the order with an Order Status of Draft. If there are any errors in your order, a detailed message will be displayed. After you save an order, you can exit the application and return to the order later.
  6. The Channel Order App – Order Confirmation page displays details about your order. If the details are correct and you agree to the stated terms, click Confirm & Submit. To make changes, click Modify.
After your order is successfully submitted, it will appear in the My Orders list on the Orders tab with an Order Status of Received. Orders that have not been submitted have an Order Status of Draft.