How to assign CAPEX devices to a Customer via Salesforce Partner Community

This guide describes how to assign CAPEX devices to a Customer via Salesforce Partner Community.

Created: August 2024

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

1. On the Home page, click Change Order:

2. Choose the necessary Customer in Account Name field and click Next:

Important: The project should be created for the Customer whom the devices need to 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.