Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and non-activated Orders to redistribute Order Products from one Order to another.
What are two considerations the CPQ admin must take into account to meet the requirement?
Choose 2 answers
Requirement Overview:
Sales reps need to redistribute Order Products across multiple Orders.
Key Considerations:
Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All) can edit an Order.
Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow splitting or redistributing Order Products.
Steps to Enable:
For Ownership:
Confirm the sales rep is listed as the owner of the Order.
For Package Settings:
Navigate to CPQ Package Settings > Orders.
Enable the 'Allow Multiple Orders' checkbox.
Testing:
Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify redistribution functionality.