2. Zuora Orders: An Introduction

2. Zuora Orders: An Introduction

Self-Paced: for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization.

About this course

This course is designed for anyone who wants to learn how Zuora Orders can be used to create new subscriptions and make changes to existing subscriptions. 

By the end of this course, you’ll be able to:

  • Explain what Zuora Orders is
  • Describe the benefits of managing subscriptions with Orders
  • Identify the key capabilities of Order Actions

Note: 
Your company's configuration of Zuora may be different from the one you'll see in this course. As a result, some fields and options displayed in this course will be different from those displayed in your Zuora tenant.

Prerequisites:

Click the Enter button above to start.

Course30 minutes

  • Introduction to Order Management in Zuora
  • Order Management in Zuora
  • What Is an Order?

    What’s in it for You?
    Topic 1: Introduction to Administration Settings
    Topic 2: Getting to Administration Settings
    Topic 3: Administration Settings Page
    Topic 4: Setting Security Policies
    Topic 5: Manage Roles
    Topic 6: Manage All Users
    Topic 7: Manage Tenant Profile
    Topic 8: Manage Data Access Control
    Topic 9: Manage External SMTP Server

  • Order Actions
  • Key Features of Orders
  • Orders Scenarios
  • Course Summary

    Course Summary
    Completed Objectives

  • Check Your Understanding
  • For More Information
  • Next Steps

About this course

This course is designed for anyone who wants to learn how Zuora Orders can be used to create new subscriptions and make changes to existing subscriptions. 

By the end of this course, you’ll be able to:

  • Explain what Zuora Orders is
  • Describe the benefits of managing subscriptions with Orders
  • Identify the key capabilities of Order Actions

Note: 
Your company's configuration of Zuora may be different from the one you'll see in this course. As a result, some fields and options displayed in this course will be different from those displayed in your Zuora tenant.

Prerequisites:

Click the Enter button above to start.

Course30 minutes

  • Introduction to Order Management in Zuora
  • Order Management in Zuora
  • What Is an Order?

    What’s in it for You?
    Topic 1: Introduction to Administration Settings
    Topic 2: Getting to Administration Settings
    Topic 3: Administration Settings Page
    Topic 4: Setting Security Policies
    Topic 5: Manage Roles
    Topic 6: Manage All Users
    Topic 7: Manage Tenant Profile
    Topic 8: Manage Data Access Control
    Topic 9: Manage External SMTP Server

  • Order Actions
  • Key Features of Orders
  • Orders Scenarios
  • Course Summary

    Course Summary
    Completed Objectives

  • Check Your Understanding
  • For More Information
  • Next Steps