Feature / Process | Description | Example/use case | Emphasis on training material | Additional notes |
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Orders | Orders placed by contacts (B2C/B2B contacts) to purchase physical goods and services offered by the business or the business’s merchants in its business network An Order is fulfilled by either the business or one of the merchants/venues in order of the following methods:
An Order follows a Queue that defines its
An Order is considered as completed when:
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Order fulfilment estimates | Indicates if and which organisation (merchant or venue) will fulfil a contact’s delivery/pick-up order before the contact reaches the checkout screen | |||
Order estimates | Provides an estimation on if, when how the order will be fulfilled and by which merchant/venue, plus the order’s detailed amounts
Order estimates amounts can be used for issuing a quotation to the contact | |||
Milestone-based vs. Progress-based | An Order can be paid off using various models:
The Order’s final invoice is issued upon its completion. In the final invoice, the Milestone invoices are credited. | |||
Placing the order | Contacts specify the order’s basic information, which is:
Order estimation Web APIs are utilised throughout the ordering flow
Placing the Order is based on a key attribute; the estimation_id, which encapsulates the order’s details (valid for 2 hours) Another t important input is the order’s payments
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Subscription Orders | Contact willing to subscribe to new services follow the standard ordering flow in order to view a list of services that they can subscribe to as well as their price terms. Order estimation, in this case, additionally includes
On placing the Order, all ordered services are added to the contract, subscriptions are created/existing ones are amended with the new services. As a result, the Order is also automatically completed since the services are delivered to the contact. In addition, the Service Delivery process is the one responsible for billing the subscriber for the ordered services. | |||
Milestones |
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Point of no Return | The point in time (during an Order’s processing) up until which contact can cancel the order.
An Order’s PoNR is defined in one of the Queue’s stages. | |||
When can a contract change or cancel the order |
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Automation | Complete list of automation that enables
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Approvals | Set-up approvals enable the business to progress an order only after the contact or a user approves the progression. | |||
Order Catalogues |
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