Many businesses already use Lead, Opportunity and Quote objects in Salesforce for their “Lead to Cash” flow. For many businesses, once opportunity is closed, rest of the process are handled in external systems or excel file. This procedure is very insufficient as it requires huge amount of manual entry mostly because of –
Salesforce realized this and came with new object – Order to manage Sales Order in Salesforce. We take advantage of this standard object to manage Orders and Renewals in one seamless flow. We understand that “one size fits all” does not apply here as each business have their unique way to entering Orders and when to start Renewals. Keeping this into consideration, you have complete control on when an Order should be created, what the defaults values should be, when to start the renewal, etc
You may already be using Opportunity Stage to keep track of your pipeline. Why not take that one step further to manage your Orders too? You can configure what Opportunity Stage would create Order. For example, in below screenshot, moving Opportunity to Closed Won, automatically creates the Order along with Order Items.
Click on the Order to see the details. With Order Automation, Reps do not have to worry about entering the details manually. All the products are copied to Order and depending on the configuration, it will automatically populate Start Date and End Date and Renewal information. Once verified, all they have to do is Activate the Order.
Please look at the configuration section to configure default field values when an order is created.
