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In this tutorial, you will learn how to assign customer smart accounts or partner holding accounts to an order at both the header and line-item levels, as well as add licenses during a new order process. These accounts can be assigned in two stages: during the initial order entry and when adding licenses. In the first option, you can assign accounts on the initial order page at the header level, which applies to all licenses in the order. To do this, navigate to the top right of the page, click "Assign Smart Account," and enter the domain identifier or email ID of the account. Additionally, you can select a virtual account, serving as subfolders within a smart account, and also assign a partner holding account at this stage.
