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

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

Updated: June 2025

Other documentation: 

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

Introduction

Follow instructions in this guide if you have CAPEX devices in stock and want to assign these CAPEX devices to a Customer.

Assign CAPEX devices to Customer 

  1. Open the Account of the Customer whom you wish to assign devices to

  2. Navigate to the Device Management tab:

device-management-tab.png

  1. In the Account From field, choose the account from which the devices should be assigned from:

choose-account-from-field.png

  1. In the field Type choose the option CAPEX Reassignment and click Next:

CAPEX-reassignment.png

  1. Choose the devices you wish to assign and click Next:

choose-devices-to-reassign.png

  1. Check the list and click Next. The order for CAPEX Reassignment is automatically created and confirmed. You can view its details by clicking on the link:

capex-reassignment-request-created.png

Assigning CAPEX devices via Change Order

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

  1. On the Home page, click Change Order:

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

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

  1. A new opportunity is automatically created, with "Change Order" Opportunity Record Type:

sfpc-change-order-project.png

Step 2: After the Change Order opportunity is created, navigate to Quote to order the devices

  1. Click Create Quote on the Opportunity page

  2. In Additional Configuration field, select Additional Items: 

  1. Fill out Additional Items section with the necessary devices:

  1. 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 (for more details about order confirmation, you can see the guide How to Create Quote and Confirm Order in Salesforce Partner Community).