This chapter describes how employee end users, such as salespeople and customer service representatives (CSRs), work with quotes and orders using asset-based ordering. It includes the following topics:

• About Asset-Based Ordering
• Basic Concepts of Asset-Based Ordering
• Scenario for Asset-Based Ordering
• Creating a Quote Using Asset-Based Ordering
• Creating a Quote That Modifies an Asset
• Ungrouping Quote or Order Line Items
• Editing Quote Line Items Using Asset-Based Ordering
• Converting Quotes to Orders Using Asset-Based Ordering
• Editing Order Line Items Using Asset-Based Ordering
• Submitting an Order Using Asset-Based Ordering
• Revising a Submitted Order Using Asset-Based Ordering
• Creating a Follow-On Order
• Modifying the Service Profile
• Deactivating an Installed Asset
• Suspending and Resuming Service

NOTE:  The procedures in this chapter use the Account Summary view as their starting point, because it is a central point for viewing information about an account. The Account Summary view is part of the Order Processing module. If you have not licensed the Order Processing module, then employee end users can start from one of the other screens that allow access to quotes and orders, such as the Quotes screen and Orders screen.