Orders and inquiries

eCommerce allows you to manage user permissions for order and inquiry processes at the application level. This means that according to your operation settings, the eCommerce application may or may not support the order process, inquiry process, or both for all users.

For example, depending on your operation settings, users in customer company accounts may be allowed to place inquiries and orders, while users in prospect company accounts may only be permitted to browse and inquire about product offerings.

To manage order and inquiry processes at the application level:

1. From the top navigation bar, select your account.
2. From the dropdown menu, select Commerce Administration.
   Note

   You must have the Commerce System Administrator role to access this menu item.

3. From the left navigation area, select Operation Settings.
4. From the top sub-navigation bar, select Order & Inquiry.
5. Set access to the order and inquiry processes on or off by account type.

Download an order or inquiry summary

After successfully placing an order or inquiry, eCommerce allows a user to download a .pdf summary of their order or summary. To enable this in eCommerce:

1. From the top navigation bar, select your account.
2. From the dropdown menu, select Commerce Administration.
   Note

   You must have the Commerce System Administrator role to access this menu item.

3. From the left navigation area, select Operation Settings.
4. From the top sub-navigation bar, select Order & Inquiry.
5. Move down to the Download PDF Summary section near the bottom of the page.
6. Toggle Generate PDF Summary of Order and Generate PDF Summary for Inquiry on.

eCommerce supports separate .pdf templates for the summary’s cover page, cover letter, item details, and product sheet, and allows you to merge these templates when you download an order or inquiry summary.

To manage these templates in Zilliant CPQ:

1. From the left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Select Proposal Report Template.
4. Select a template, or create one by selecting Add.

Manage the following attributes for a template:

• Name—Name of the template.
• Primary Object—The summary type. Possible values are “Quote” and “Order.”
• Position—Determines the template’s order when eCommerce merges templates into a summary.
• Default in commerce—Set to “Yes” to allow eCommerce to use this template.

Download a spreadsheet of order details

To enable downloading order details as an Excel spreadsheet in Zilliant CPQ:

1. From the left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Select Workbook Template.
4. Select the Primary Object field.
5. Select Order or Quote.

To download order details as an Excel spreadsheet:

1. From the left navigation area, select Orders.
2. Select an order row.
3. From the top navigation bar, select Overview.
4. From the bottom-right corner of the page, select Download.
5. Select as Excel.
6. Select a template, then select Download.

Download an order confirmation

1. From the left navigation area, select Orders.
2. Select an order row with an ERP ID.
3. From the top navigation bar, select Overview.
4. From the bottom-right corner of the page, select Download. This generates a .pdf file with the order’s confirmation details.

Retry sending an order confirmation email

When a user successfully places an order, eCommerce sends the order to ERP, then sends an order confirmation email to the user. If an order is completed but not sent to ERP, Zilliant CPQ allows you to manually send the order to ERP.

1. From the left navigation area, select Orders.
2. Select an order row.
3. From the top navigation bar, select Overview.
4. From the bottom-right corner of the page, select ERP Helpers.
5. Select Send To ERP.

For how to manage email notification templates, read Email notification templates.