The Order tab
The following are the settings related to orders:
- Allow Multiple Orders: This will allow reps to split a quote into multiple orders. If your business requires this functionality, then using this configuration, the quote can be split into orders, as per the inventory available, or as per the location, and much more. This setting is available only in CPQ +.
- Create Orders Without Opportunities: This setting allows you to create an order from the quote without an opportunity. This is useful for organizations with high volumes of orders.
- Default Order Start Date: This will allow the order to default with the quote start date or the current date.
- Require Approved Quote: If this setting is enabled, sales reps cannot create an order until the quote's Status field is set to Approved.
After learning about the various settings, let's now look at some of the additional settings that CPQ offers.
