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This page offers information on |
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converting an Offer to an Order |
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in the BSS portal, after the customer’s approval. |
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Converting an Offer to a new Order
After submitting the order you can click on the Execute Order button from the "Shortcuts" menu of the order for the subscription(s) or asset entries to be created and the invoice(s) to be initiated.
Depending on whether the order items are provisioned on the same day or they are provisioned on two different days (due to reasons such as the services of the order are from two distinct vendors), there are two methods with which you can proceed with the execution of the order. The first method is called “Order Execution“ and the second method is called “Order Delivery“.
Order Execution
The “Order Execution” method is utilized when the entirety of the order items can be provisioned on the same day and as a result, the order can be executed fully.
By navigating to BSS > Sales > Orders and locating the order, on the order’s page, you can click on the Execute Order button under the Shortcut’s menu.
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On the pop-up window that follows, you can select the start date of the creation of the subscription as well as the invoice.
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Partial Delivery of the Order
The “Order Delivery” method is utilized when a few order items are provisioned on one day and the rest of the order items are going to be provisioned on another day. As a result, the order can be partially executed.
By navigating to BSS > Sales > Orders and locating the order, click on it, and on the order’s page click on the “Products“ tab and then choose which order item(s) you wish to execute by checking the relative checkbox.
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Afterward, click on the Actions sub-menu button and choose the “Order Delivery” option.
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Subsequently, a pop-up verification window opens that displays information of the selected service(s).
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Upon clicking on the “Order Delivery” button, the system generates a sub-order of the order the customer has placed. The sub-order can be identified by checking the Code field that is found inside the sub-orders view page, under the Basic Information tab. Also, on the sub-order view page, you can witness the ribbon that states the primary order code as indicated by the following image.
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Lastly, to execute the order item(s) within the newly created sub-order, you need to click the “Execute Order” option from the Shortcuts' menu on the sub-order’s view page, and on the pop-up that follows you can click on the second bullet and choose the start date of the creation of the subscription as well as the invoice.
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By clicking the “Apply” button, one last pop-up window is displayed, informing you that the system has executed the sub-order and it has created the relating subscription for the specific customer.
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Verifying a Sub-Orders Execution in BSS
In BSS, by opening the order that was submitted via the Storefront, and clicking on the tab “Products“, you can witness that next to the “Description” of the service, there is a different icon than that of the edit (pencil). This document icon is displayed when the order item is linked with a subscription and/or an invoice and therefore is considered as executed.
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Editing Order Status After Executing All Order Items
After all the order items have been successfully executed, the general order status will not automatically change to “Executed”. Instead, the status will remain at the “In Progress” or the “Submitted“ state.
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To change the status of such an order, you will have to manually edit the order by clicking its “Edit…” button, and switch the status drop-down field to “Execute Order“.
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When the offer is accepted and signed by the customer, then the BSS user can now proceed with changing manually the offer’s status from In Progress to Accepted and then begin converting the offer to an actual order based on the products and prices that were specified inside the offer.
To convert an accepted offer to an order, the BSS user has to just click on the Convert to Order button located at the Shortcuts options.
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Once the aforementioned button is clicked, the offer is turned automatically to an order with the exact data in terms of basic information, products, quantities, prices, and possible discounts and price lists (whenever applicable), while the BSS user is redirected to the Order view page.
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From this point onwards, the BSS user can either fine-tune the order before executing it, by clicking on the Edit button of the order, or directly execute the order by clicking on the Execute Order button located at the Shortcuts menu.
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Remember, Draft orders cannot be edited or executed. For more information about Orders, please check the Orders page. |
You can check the following pages for more information on creating, viewing, adding order items, editing the template, and
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➡️ Managing Order Statuses (2)
Table of Contents
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managing offer statuses.
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1286406479
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1408761966