Summary:
This article explains how to create, update, and submit orders in CRM. It covers the essential order management tasks, including creating a new order, adding products, configuring billing and shipping information, managing end-user details, and submitting the order for processing.
Table of Contents:
Create a New Order
Add Products to an Order
Add Billing and Shipping Addresses
Manage the End User Information in the Order
Submit an Order
Process:
Subtopic 1: Create a New Order
Go to My Apps and open Okta.
Search for X4A in Okta and open it. Xvantage for Associates (X4A) will open in a new tab.
Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.
In X4A, expand the left navigation menu and select Sales.
From the Sales submenu, select CRM.
In CRM’s left navigation menu, navigate to Sales > Orders.
Click New from the command bar.
Complete the required fields in the Summary section:
Reseller PO
Contact
Account
Name
Country (will be auto populated once Account has been provided)
Price List (will be auto populated once Account has been provided)
Click Save.
Additional tabs, such as Products, Addresses, and End User, become available after the order is saved.
Subtopic 2: Add Products to an Order
Open the Products tab.
Enter a product SKU directly into the Vendor SKU field, or use the search option to locate a product.
Add the required product(s) to the order.
Update any required product details, such as:
Quantity
Pricing
Discount
Bid Number (if applicable)
Repeat the process for additional products.
Click Save.
Subtopic 3: Add Billing and Shipping Addresses
Open the Addresses tab.
Choose one of the following methods to add a Ship-To address:
Option 1: New Address
Click the Create button at the bottom of the page.
Fill in the mandatory fields:
Ship-To Company Name
Ship-To Street 1
Ship-To ZIP/Postal Code
Ship-To City
Ship-To Attention (if available)
Ship-To Contact Phone (if available)
Ship-To Contact Email (if available)
(Optional) Ship-To Street 2
Click Save and Add to save the address for future use.
Option 2: Search
Click the Search button.
Select one of the following:
ERP Address List – Choose a suffix from the list of existing delivery addresses.
Saved Addresses – Search for and select a previously saved address.
Scroll right and click the Select button.
Option 3: Copy End User Address
If the End User section is filled in the order, click Copy End User Address to use it as the delivery address.
Subtopic 4: Manage End User Information in the Order
If the order requires End User information on the line items, click the End User tab.
Use the Search End User bar to find the End User by ACOP ID or Company Name. Ensure the correct EUID is associated with the account when dealing with End User ACOPs.
To add a new End User, click Add End User and enter the following details:
Company Name
City
Address
Postal Code
Contact Name
Click Save and Continue.
Click Save in the command bar to apply the changes.
Subtopic 5: Submit an Order
Review all order details to ensure accuracy.
Click Preview Order from the command bar.
Review:
Customer details
Product information
Pricing and discounts
Billing address
Shipping address
If changes are required, return to the appropriate section and update the order.
When the review is complete, click Submit Order.
On the Order Confirmation screen, choose the appropriate submission option:
Print – Finalizes and submits the order.
No Print – Creates the order in SAP but places it in Order Hold status.
If the CRM order is correctly filled out, a confirmation message will appear: “Order Submitted Successfully!” The order record status will change to Submitted and become read-only.
Important: Verify all customer, product, pricing, billing, shipping, and end-user information before submitting the order. Incorrect or incomplete information may delay order processing.