What Makes Up the Salesforce Order Management System?

Here’s a glimpse of the SOM-related objects.

Managing Processes Using Flows

This section is vital because businesses and customers have unique needs. Customizing flows automates processes. Here are the standard and installed flows in the SOM system org, updated in each release.

• • Creating Order Summary Flow: Use this flow to generate order summary and order payment summary records once the order status is approved.

• • Cancel Item Flow: You can cancel items from orders before they are fulfilled. Configure reasons for cancellations, and the system will recalculate order totals, including promotions, tax, and shipping costs. This flow generates a change order and updates the order summary to show the new order totals and reduced quantity.

• • Return Item Flow: After fulfillment, you can use this flow to return items from the order. Configure reasons for returns, and the system will recalculate order totals, including promotions, tax, and shipping costs.

Along with change orders, order updates, and reduced quantity, it also processes payment refunds and credit memos.

The Salesforce Order Management System team provides the following sample flows so you don’t have to start from scratch as an implementation partner.

Generating Fulfillment Orders for a Single Location

Step 1. Fetch the location and order delivery group summaries associated with the designated order summary.

Step 2. Collect data on all order product summaries and proceed to create a fulfillment order for each of them.

Step 3. Adjust the status of the order summary to ‘Awaiting Fulfillment‘.

Generating Fulfillment Orders for Multiple Locations

Step 1. Get the default location and the order delivery group summaries for your specified order summary.

Step 2. Collect all order product summaries.

Step 3. Allocate each order product summary to a fulfillment location.

Step 4. It will select the default location if a fulfillment location doesn’t exist.

Step 5. Otherwise, in case it exists, it will add the order product summary to it.

Step 6. Without a fulfillment location, the system will create one and add the order product summary.

Step 7. Check for delivery charges and include them.

Step 8. Update the status of your order summary.

Creating Invoices and Managing Funds

Step 1. Initiate the “Create an Invoice from Fulfillment Order Flow” to generate an invoice.

Step 2. Pass the newly created invoice to the core action of “Ensure Funds Async Flow.”

Step 3. Explore payment integration choices, including the mock payment gateway.

Setting Up Process Exceptions

You can establish process exceptions tailored to your business needs, which can trigger alerts using flows.

Enhancing the User Experience

In this part, empower OMS with the capabilities of the Salesforce platform. You can develop and deploy custom Lightning components and create mobile pages using native Salesforce mobile apps.

Customize page experiences and establish order summary statuses for a path view. Easily manage tasks like approving order summaries, allocating orders, generating invoices, and settling. Execute return and cancel order flows directly from the UI using “Actions and Recommendations.”

Utilize Salesforce’s robust Reports and Dashboards feature for in-depth analytics and data-driven decision-making.

Salesforce offers a sample package fulfillment containing processes, flows, and Apex classes for implementing order fulfillment workflows with SOM.

• • Low order volume: One fulfillment location with low order volume
  • High order volume: One fulfillment location with high order volume
  • Low volume with multiple locations: Multiple fulfillment locations with low order volume

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