Salesforce Order Management’s Order Summary

Within Salesforce Order Management, the order summary is a comprehensive snapshot of an order that ties together all of the order details and centralizes it into a single view. The order summary helps brands and retailers handle orders across the entire cycle from pre-purchase to during the purchase, and post-purchase.

The order summary that you’ll find in Salesforce Order Management is a lot more than a lazy reworking of all the information that can be found in an order record. Rather, Salesforce Order Management’s order summary section is a data object that integrates all order information, ranging from order capture all the way up to fulfillment along with payment collection, shipping, delivery, and service.

All of this information is collected and then displayed in a single view, thus making it the go-to information center for where a team is able to discover the right answers to all questions related to an order.

You can use the order summary in Salesforce Order Management to take care of the entire order lifecycle as well as deliver enhanced service to a brand’s customers.

The order summary and order lifecycle

The moment an online shopper places an order from an ecommerce website, all of the details are captured and transmitted to Salesforce Order Management. The order sets in place the creation of two data objects: the order as well as the order summary.

It is the order that represents the original order transaction and becomes the foundation of the order summary.

It is at this point where all information that is found in the order summary runs parallel to the order, then all following order activity is tracked.

Salesforce Commerce Cloud creates other types of objects to represent order elements like payments, products, and shipping. Also, any important change to an order – like a return or a full blown cancellation – will create a change order object.

When an order goes through the stages within the order lifecycle, the data updates dynamically the info that is seen on the order summary, which means that users are able to have a real-time view of an order’s status.

Attributes of an order

• Bookings can be reported 
• It doesn’t change after it’s been activated
• It is linked to one order summary
• The customer intent is represented 

Attributes of an order summary

• It has a read-only format for financial order data
• Anchored to the original transaction order
• The current state of an order is represented in a single view

PS: ArganoUV is one of the world’s leading Salesforce B2C Commerce Cloud & Salesforce Order Management specialists. Contact us to see how we can work together.