Understanding Bulk Order Enablement

Bulk order functionality allows a customer service representative (CSR) to place single orders for multiple recipients as part of a single transaction. For example, a department manager in a company may want to order twenty office phones, one for each of their direct reports, and have each phone shipped directly to their employee. They can now perform this function using bulk order creation without having to enter separate orders for each recipient.

Note: Subsequent to order submission, Order Capture creates orders for each of the recipients. These orders can later be maintained and fulfilled individually.

Bulk ordering allows you to perform the following tasks in Order Capture:

Create bulk orders directly from the main CRM menu navigation.
Take orders for multiple recipients within an organization. These selections are based on the Relationship Hierarchy for a customer.
Specify more than one order (create multiple orders) per recipient.
Create a master order that is associated to numerous recipient orders, and view a summary of all recipient orders associated with a master order.
Copy attribute and configuration information from the master bulk order to recipient orders.
Apply discounts (pricing rules) at the master order level.
Perform hold processing and validation routines normally associated with simple orders.

Note: Bulk order uses a hold condition where recipients have not been specified for the recipient orders.