Navigating Salesforce Order Management

In the spring of 2020, as we all faced the uncertainty of national lockdowns and anxieties of the pandemic, Salesforce launched Salesforce Order Management, its native order management system platform that provides powerful and personalizable tools to enable clear and visual workflows and automating processes when it comes to order fulfillment.

But what does this actually look like underneath the shiny hood of the Salesforce engine? It’s common for us in tech to talk around topics and explain features and platforms solely powered verbally. The visual is often overlooked and neglected. And I apologize for that.

To help remedy the lack of visual crutches (I know how useful they are because I’m a visual learner – fitting snugly into the majority, as apparently 65% of us are more visual learners) we’re going to walk you through the key points of interest in the Salesforce Order Management environment. So grab your binoculars.

Salesforce Order Management centralizes the entire fulfillment process into one singular view on the user-friendly platform. 

Here is what the console home looks like when you first log on.

1. All Order Summaries: The first section here lists the individual orders – in chronological order, for you neat freaks. Each order displays the name of the customer, order number, the date that the order was placed, and whether the order’s been fulfilled.
2. The Navigation Bar: Here it is possible to browse and open multiple orders at the same time and then switch between them.
3. Totals: Here is where you will find the subtotal, order adjustments, shipping, tax, and the total price of the order.
4. Order Summary: A view of a singular order that is selected from the All Order Summaries section is also included here: the order number, the name of the customer, the date of the order and order status.
5. Subtabs: Here gives greater detailed information about the order, including the shipping address as well as payment information.
6. Actions & Recommendations: Here you can carry out cancellations and returns, as well as find the history of both.
7. Related List Quick Links: Lastly, you can quickly navigate related lists such as supporting records, such as invoices and credit memos.

Because this is Salesforce, the layout of this page can be customized to fit the user’s sensibilities. Do you prefer to be looking longer at the left-side of the screen? Then shift over the more longer-viewing aspects to the left. Change it up each month or year if you wish, so long as you don’t overly confuse yourself.

One of the more complex parts of an ecommerce merchant’s life is to keep track of orders in which items from the same order may need to come from separate locations (one from this warehouse and two items from that warehouse that need to be sent as the same order). Well, Salesforce Order Management takes this complexity into account.

Let’s now move onto the fulfillment center, where we can see a bunch of information connected to an order, such as the address of the customer, the warehouse in which the items are coming from, the total cost of the items, the delivery method, and the customer’s contact info.

Like stated earlier, if there is an order in which the items need to be picked and packed at different warehouses or fulfillment centers, then separate orders will be created. Otherwise, if an order can be fulfilled from one place, then only one order will be created in Salesforce Order Management.

Heading onwards, the Order Payment Summaries section allows you to view in depth about each order summary.

From this vantage point, of a singular order, you’re able to capture a comprehensive view of payment info, including the payment method, name of the payee, the amount authorized and captured, the balance due, and so on. Here is also where you can track refunds and details surrounding it.

Both the Order Payment Summaries and the Fulfillment Center are located within the Related List Quick Links section.

And finally, last up on our quick stop tour of Salesforce Order Management, is the Flow Builder.

The Flow Builder page is going to save so much time as it automates fulfillment processes, while at the same time preventing the type of manual data entry errors that mortal humans are ever-so prone to making, so that nothing messes up shipments.

And in line with Salesforce’s hyper-personalization, these workflows can be customizable, as well as being easily editable with its drag-and-drop interface.

That concludes the end of the Salesforce Order Management. We hope you’re taken in the sights of the platform for which you have heard so much about. Please come back to enjoy any other future tours we put on. But for now, thank you, and goodbye.

PS: ArganoUV is one of the world’s leading Salesforce Commerce Cloud (Demandware) dev shops. Contact us to see how we can work together.