Add a sales agreement to an order in Order Management
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.
See Using Sales Agreement Management and Create a sales agreement to learn more about creating a sales agreement.
Procedure
-
Navigate to Workspaces > CRM Workspace.
-
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
-
Navigate to Customer Orders > All.
-
Select an order.
-
Select the more actions icon [Omitted image "icon-three-dot-menu.png"] Alt text:, and then select Order details.
-
In the Customer Order form, select the sales agreement you want in the Sales Agreement field.
-
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
Related topics
---
title: Add a sales agreement to an order in Order Management
description: Add a sales agreement to an order to set pricing, filter catalog options, and streamline product configuration.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/som-add-sales-agreement-to-order.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Creating orders, Order Management, Use, Sales Customer Relationship Management]
---
# Add a sales agreement to an order in Order Management
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.
See [Using Sales Agreement Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/sales-agreement-mgmt-using.md) and [Create a sales agreement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-new-sales-agreement.md) to learn more about creating a sales agreement.
## Procedure
1. Navigate to **Workspaces** > **CRM Workspace**.
2. Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.
3. Navigate to **Customer Orders** > **All**.
4. Select an order.
5. Select the more actions icon \[Omitted image "icon-three-dot-menu.png"\] Alt text:, 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/som-add-products-services-to-orders.md)
**Related topics**
[Sales Agreement Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/sales-agreement-mgmt.md)
[Configure Sales Agreement Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-sales-agreement-mgmt.md)
| title | Add a sales agreement to an order in Order Management |
| description | Add a sales agreement to an order to set pricing, filter catalog options, and streamline product configuration. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/som-add-sales-agreement-to-order.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Creating ordersOrder ManagementUseSales Customer Relationship Management |