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How to assign Hardware PBX as a Client PBX to an existing Customer

How to assign Hardware PBX as a Client PBX to an existing Customer

This guide describes how to assign Hardware PBX as a Client PBX to an existing Customer via Salesforce Partner Community. 

Created: January 2025

Updated: June 2025

Other documentation: 

Permalink: https://wildix.atlassian.net/wiki/x/BAC9Pg

Introduction

If you have Hardware PBX in your stock and want to assign it as a Client PBX for an existing Customer in Salesforce Partner Community, you can follow the below instructions:

Step 1: Create Change Order

First, you need to create Change order for the relevant Customer:

  1. On the Home page, click Change Order:

change-order-button-home-page.png

  1. Choose the necessary Account Name and click Next:

sfpc-change-order-choose-account.png

  1. On the next screen, choose any options in Interested Solution and Total Users fields to proceed:

interested-solution-total-users.png

  1. A new opportunity is automatically created, with "Change Order" added to the opportunity title:

Step 2: Create Quote and Order HW PBX

After the Change Order opportunity is created, navigate to Quote and order HW PBX:

  1. Click Create Quote on the Opportunity page

sfpc-change-order-project.png

  1. In Additional Configuration field, select Additional Items:

quote-additional-items.png

  1. Fill out Additional Items section, selecting PBX as Category and WPBX-HW as Product:

additional-items-hardware-pbx.png

  1. Click Submit Proposal:

change-order-quote-submit-proposal.png

  1. Sign the quotation with a Customer or skip it by moving the quote to the Accepted stage in Salesforce Partner Community:

Step 3: Confirm Order

An order gets automatically created. You need to confirm the order and make sure to select HW PBX from your stock. 

  1. Navigate to the Order, click Confirm Order:

change-order-project-confirm-order.png

  1. Go through the Order Confirmation process. On the 2nd screen, the devices section appears. Make sure to disable the checkbox in front of WPBX-HW:

wpbx-hw-remove-checkbox.png

  1. When the checkbox is removed, a table with devices appears below, where you can select the necessary HW PBX from your stock:

table-select-devices.jpg

  1. Select the HW PBX and click Next

  2. Proceed with Order Confirmation

After the Order is confirmed, the process is the following:

  • Credit note (CN) is issued for the selected devices within 5 business days. You can check the CN calculation logic in the Customer Care FAQ

  • The billing cycle is synced with PBX licenses (-1m/ -1y / -5y)