This guide describes how to assign CAPEX devices to a Customer via Salesforce Partner Community.
Created: August 2024
Other documentation:
- Salesforce Partner Community Guide
- Submit a Case via Salesforce Partner Community
- How to convert CAPEX into HWaaS via Salesforce Partner Community
- How to transfer HWaaS devices to another Customer via Salesforce Partner Community
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Introduction
Follow instructions in this guide if you have CAPEX devices in stock and want to assign these CAPEX devices to a Customer.
How to assign CAPEX devices
Step 1: Create Change Order for the Customer, whom the devices should be assigned to
2. Choose the necessary Customer in Account Name field and click Next:
Important: The project should be created for the Customer whom the devices should be assigned to.
3. A new project is automatically created, with "Change Order" added to the project title:
Step 2: After the Change Order project is created, navigate to Quote to order the devices
1. Click Create Quote on the Project page
2. In Additional Configuration field, select Additional Items:
3. Fill out Additional Items section with the necessary devices:
4. Click Submit Proposal and sign the quotation with a Customer or skip it by moving the quote to the Accepted stage in Salesforce Partner Community:
Step 3: Proceed to Order Confirmation
Navigate to the Order, click Confirm Order and go through the Order Confirmation process. On the 2nd screen, the devices section appears:
Step 4: Unselect devices
Unselect devices that should not be ordered from Wildix, but assigned to the Customer. When you unselect devices, a table with devices appears below. In this table you need to select devices from your stock.
In the example on the screenshot below, we've unselected WorkForce and selected 2 WorkForce devices in the table below, which will be assigned to the Customer PBX:
Step 4: Proceed with Order Confirmation.