An order can originate in a number of ways:
- Closed-won CRM Opportunity/Quote — a typical sales process driven by a sales rep with discounts, approvals, electronic signatures and others.
- Customer Portal — a customer orders a product at list price via the e-commerce part of the Customer Portal.
- API — an order built via the API integrations with a customer or a reseller.
- Manual Build — a one-off special order built manually by the back-office team.
Order origination is tracked on the following fields on an order:
- Origination: Customer, Internal or Reseller.
- Origination Details: Opportunity, Customer Portal, Agent Portal or API.
Typical combinations of Origination and Origination Details are as follows:
| Source | Origination | Origination Details |
|---|---|---|
| CRM Opportunity/Quote Internal Opportunity | Internal | Opportunity |
| Customer Portal | Customer | Customer Portal |
| API call from customer | Customer | API |
| API call from reseller | Reseller | API |
