Viewing an Offer in BSS
The Order view page is a BSS page where you can view and manage your orders. Once you have completed the creation of a new order in BSS by saving it, you are automatically redirected to the view page of that order.
You can also navigate to the BSS > Sales > Orders to land on the Orders List so that you can search and find the respective order.
The Order view page has multiple elements that allow you to interact, edit, and add new items to that order. Let’s analyze each one of those elements below.
Interacting with the Shortcuts Menu
On the left-hand side of the Order view page, you can find the Shortcuts menu for the order.
In the Shortcuts menu, you have the option to perform various actions related to an order that has been submitted. You can click on the corresponding button to execute the order, or choose from other available options such as copying it, assigning it to an Asset or a Subscription, printing it out, and more.
Interacting with the Main Menu
On the Order view page, you can access the main menu to perform various functions like editing, sharing, and deleting the Order.
ℹ️ By choosing to edit the Order, you can revise the same fields that you have previously filled in during the creation of that Order.
Interacting with the Total Column
Inside the Order view page, resides a column called the Totals column, where you can view the analysis of the cost, the profit, the discount, the tax, the monthly run rate, and the final price of that order. These amounts and percentages are based on the currency of the billable customer and are calculated based on the order items (products & add-ons) and their quantities as well as on the selected price list (when applicable), the manually assigned discounts (when applicable), and the Billing Plan (Monthly or Annual or Triennial payments).
Viewing the Two Distinct Order Tabs
On the Order view page, you will find two separate tabs called Basic Information and Products located under the main menu.
The Basic Information tab contains all the essential details of the order, such as the Account, the Billing To Account, the Contact, the Status, the Order Date, and the selected Price List.
The Products tab displays all the products that you have selected for that order, along with their corresponding information, such as quantity, unit price, unit, billing plan, and any applicable discounts.
Basic Information - Tab | Products - Tab |
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In this tab you can view all the basic information that constitute the order, such as its status, the BSS account and Billing To account, the contact, and the selected price list. | In this tab you can view all the selected products and/or add-ons contained in the order. You can add more or delete them as well as edit them via the respective menu of this tab. |
Main Menu of the “Products” Tab
Under the Products tab, you can find another main menu specifically created for that tab. This main menu is utilized for multiple types of interaction with the selected products and add-ons of the order, called order items.
Quick Add - Button Options | Actions - Button Options |
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For example, you can:
Add a new order item (product and/or add-on).
Delete one or more order item(s).
Update the selected order item(s), after manual changes.
Export a list containing all the order items.
And more.
You can check the following pages for more information on creating, adding order items, managing, and executing the newly created order.