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Info

This guide describes how to assign devices (W-AIR bases, media gateways, phones) to a Customer via Salesforce Partner Community. 

Created: October 2024

Other documentation: 

Permalink: https://wildix.atlassian.net/wiki/x/AQBxMw

Table of Contents

Introduction

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After you fill out the Quote and are ready to save it, click Save to draft(1) -> Save & Make Primary(2):


Then, create Order from the Quote (see Salesforce Partner Community Guide for detailed instructions) and proceed with Order confirmation. Click Confirm Order on the Order page:

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Image Added

On the screen named "Select items that should be delivered from Wildix", you can see the list of ordered items. By default, the checkboxes is enabled. Disable the checkboxes next to the items, that should be delivered from your Stock and assigned to the Customer PBX:

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