---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add a sales agreement to an order

# Add a sales agreement to an order in Order Management {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add a sales agreement to an order to set pricing, filter catalog options, and streamline product configuration.

## Before you begin

Role required: sn_ind_tmt_orm.order_agent, sn_ind_tmt_orm.service_agent

## About this task

A sales agreement is a contract to purchase a defined set of products and services for a fixed price. With a sales agreement:

* Terms are defaulted for the order.
* Price lists are defaulted based on the pricing terms.
* The order catalog is filtered for products and options.
* Agents can configure product bundles for orders.
* Agents can move quickly through the order process.
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See [Using Sales Agreement Management](https://www.servicenow.com/docs/iOx~sU8IuF4z2AORaDZEBQ "Learn how managers, agents, and administrators use the Sales Agreement Management application to generate sales agreements from quotes.") and [Create a sales agreement](https://www.servicenow.com/docs/fbJ4nMSeWZ_l5C79O~Zs4Q "Create a sales agreement from a quote between a buyer and a seller for future transactions.") to learn more about creating a sales agreement.

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to Customer OrdersAll.
4. Select an order.
5. Select the more actions icon ![](), and then select Order details.
6. In the Customer Order form, select the sales agreement you want in the Sales Agreement field.
7. Select Update.  
   The sales agreement with its product offerings and price lists is added to the order.

## What to do next

[Add products or services to an order in Order Management](https://www.servicenow.com/docs/fZLSCt4ODuOebDVw9A__aw "Add order lines for products or service orders using the product catalog and product configurator in Order Management.")
**Related concepts**   

* [Sales Agreement Management](https://www.servicenow.com/docs/g9byfCizvaYmzz3G_tXUQg "Sales Agreement Management is an application that captures the scope and conditions from a quote for future sales transactions, over a specified period between a buyer and a seller.​")
* [Configure Sales Agreement Management](https://www.servicenow.com/docs/fTQLiENc4fnArD2ljAT3fg "Use the Sales Agreement Management application to create sales agreements between a buyer and a seller for future transactions.")

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