How to transfer HWaaS devices to another Customer via Salesforce Partner Community

This guide describes how to transfer HWaaS to another Customer via Salesforce Partner Community.

Created: August 2024

Updated: December 2024

Introduction

HWaaS transfer procedure is required if you have an existing Customer with HWaaS devices and want to transfer these HWaaS devices to another Customer.

How to transfer HWaaS devices

To perform the transfer, you need to order new HWaaS devices by creating Change Order and following the steps below:

Step 1: Create Change Order for the Customer, to whom the devices should be transferred

1. On the Home page, click Change Order:

2. Choose the necessary Account Name and click Next:

Important: The Change Order project should be created for the Customer to whom the transfer of devices is initiated (for the Customer, who should receive the devices).

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 HWaaS devices

1. Click Create Quote on the Project page

2. In Additional Configuration field, select Additional Items:

3. Fill out Additional Items section:

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 Communit