Published at: 2026-09-17
Sales orders
Partner users can submit sales orders in Partner Connect. An order can be linked to a partner price book or an approved quote and uses the product and price scope provided by the upstream enterprise.
Before you start
[!IMPORTANT] - Confirm that your account can create Sales Order records. - Confirm that the upstream enterprise has configured the products, price books, and selling permissions.
Create an order
- Open Sales Orders from the Partner Connect home page.
- Select New Sales Order.
- Link the applicable partner price book or an approved quote.
- Select an available product and enter the order information.
- Submit the order.
After submission, the order enters the downstream process configured by the upstream enterprise. The partner price book and selling permissions control the available products and prices.
Review an order
Open Sales Orders to review the order status, related quote, and processing progress. If you cannot submit the order, confirm that the product and price book are still available to your partner.
Expected result
The order is linked to the correct price book or quote, and its products and prices are within the scope provided by the upstream enterprise.