Order Types

When you create an order in the Channel Order App (COA), you choose an order type that tells Salesforce how to process the products on the order. Learn how to select the correct type based on your customer’s needs.

Your agreement with Salesforce determines the order types available to you.

Note

Order type reflects the stage of your relationship with the customer: beginning, middle, or end. Order type also determines when Salesforce activates or provisions the order for the customer.

Type	Stage	Use To	Effective Date
Initial	Beginning	Submit a first order for a new customer.	The service start date that you specify on the order.
Add On	Middle	Add products or increase the number of licenses on a customer contract.	The service start date that you specify on the order.
Upgrade	Middle	Increase the quantity and price of licenses mid-contract, or upgrade a customer to a higher-priced product mid-contract.	The service start date that you specify on the order.
Reduction	Middle	Remove products, or decrease the number of licenses on a customer contract.	The customer’s contract renewal date. Notify Salesforce of the reduction according to the terms of your partnership agreement, usually at least 30 days before a contract renews. You can’t submit a reduction order within 5 days of a contract renewal date.
Renewal	Middle	Renew a contract that isn’t set to auto-renew, or change the price of existing products on contract renewal.	The customer’s contract renewal date.
Cancellation	End	End a contract with a customer and cancel all products. A cancellation order permanently removes your products from the customer’s org.	The customer’s contract renewal date.Notify Salesforce of the cancellation according to the terms of your partnership agreement, usually at least 30 days before a contract renews. You can’t submit a cancellation order within 5 days of a contract renewal date.
New Cloud	Beginning	Submit a new order for an existing customer for a second, net-new cloud offering.	The service start date that you specify on the order.