Comprehensive Detailed Step-by-Step Explanation with all Salesforce CPQ References To split orders based on product family when creating orders from quotes in Salesforce CPQ, the following steps must be followed:
* Enable the Allow Multiple Orders Setting
* Navigate to Setup > Installed Packages and locate Salesforce CPQ.
* Click Configure, then go to the Orders tab in the CPQ package settings.
* Check the Allow Multiple Orders option. This allows multiple orders to be created from a single quote.
* This setting ensures that products can be grouped and split into separate orders based on specific criteria like Product Family.
* Set the Order By Field to Product Family
* From the object management settings for Quotes, edit the Order By field.
* Add "Product Family" as a picklist value if it is not already available.
* On the Quote, select Product Family in the Order By field.
* Save your changes. When creating an order, Salesforce CPQ will group quote lines into separate orders based on the Product Family.
* Process for Creating Orders
* On the quote, select the Ordered checkbox.
* Salesforce CPQ will automatically split the quote into multiple orders, grouping quote lines by the Product Family value.
* Notes and Considerations
* If some quote lines do not have a value for the field used in the Order By, they will be grouped into one order.
* This functionality is available in Salesforce CPQ editions starting from Summer '16.
By following these steps, administrators can ensure that similar products are automatically separated into different orders based on their product family.