Disclaimer: This example follows along with our Revenue Realm series. We may make references to other videos and storyline aspects.
Before we get started, be sure to complete the following steps:
- Go to the managed package settings for the Salesforce CPQ package.
- Check the box to allow multiple orders.
- If you don’t see that box, it may be because the SQL order by multiple is not enabled in Advanced order management. Please contact Salesforce if you require further assistance with this step.
In our first scenario, we will generate multiple orders based on our product size. Our supplier that handles orders has retired and we must now send orders to different suppliers depending on the size.
For potions that utilize extra large bottles, there is one shop that can handle the orders, and for potions that use extra small bottles, they will be filled by another supplier that specializes in those bottles.
The bundled potion trios inside the backpack (our bundle) cannot be split into different orders using the multiple order by SQL. However, we can have one backpack fulfilled by one supplier and the other fulfilled by the other supplier. Therefore, when we have an order with two different size backpacks that different suppliers fill, we will generate two orders.
Ensure the quote is primary, the ordered checkbox is marked, and then all orders will be generated. If you are trying to generate multiple orders, using the ordered checkbox is best. You can manually create them using the create order button – however, it will be more manual and labor intensive and not an automated process without SQL multiple ORDER BY clause.
We will split orders using a value from the size picklist. For this example, we have made the size field a picklist on the order products object so that the quote line field for size and the order product field for size can communicate.
In addition, it enables data mapping using twin fields in Salesforce CPQ, where data on one object will pass through to another if the API names match with SQL order by multiple.
In the next video, we will talk about ordering by group, standard order generation, and other order processes and topics.
- Keep in mind your bundles must stay together and you must have CPQ+ in order to see ‘Allow Multiple Orders’ in your package setting.
- Use configuration attributes to split orders based on things used widely among your products and avoid tedious data entry.