Maintaining Orders

The order transaction can be used to satisfy many diverse requirements. For example, you can use an order to:

• Enroll new customers using a single transaction (i.e., you don't have to use the person, premise, service point, and start / stop transactions to enroll a new customer who resides at a new premise).
• Sell new products to existing customers.
• Update existing person, account and premise information using a single transaction.
• Market your services to prospects uploaded from a marketing list (and measure the success of your efforts). If the customer responds to your sales efforts, the system will automatically setup the customer, premise and related service agreements.
• Setup marketing surveys and record your customers' responses.
• Quickly create one-time charges.
• Set up proposals for prospective services (and then send a quotation to the customer for these services).
• And more...

The topics in this section describe the order transaction. Refer to The Big Picture of Campaigns, Packages and Orders for general information about orders.