Getting Started

The Administration module help topics describe how to configure components and settings and manage the order life cycle in Order Management. Flow diagrams illustrate how to navigate through the Administration user interface pages and how to use the page components. See Order Management Operations for detailed steps on the routine and on-demand operational activities of Administration users.

Home Page Dashboard

When an Administrator logs in, the Home page shows the dashboard of the main Administration module. The left navigation panel contains the accordion menu of functional areas that you can access to configure and manage the Order Management modules and workflows. The accordion menu provides access to all elements of the Administration module. The dashboard includes five functional summary areas including Orders, Payments, Items, and Auctions, and Accounts Receivable. See Administration Dashboard for details on all the menus and tools that can be accessed in the Administration module.

Navigation

The Administration user interface includes an accordion menu bar that helps you navigate the various Managers and tools. Some menu items appear in multiple places. See Administration for an overview of the accordion menus. The following categories appear on the accordion menu.

User Interface

Before using the Administration module, it's important to become comfortable with the layout and components of the user interface (UI) pages.

The main elements of an Administration user interface page can include all or some of the following elements:

Note: Don't use your browser controls to navigate between UI pages; Use the navigation menu.

Fields

Order Management Administration employs various standard fields to enter and edit data. Some have a character limit on field lengths. Fields are spaces on user interface pages where data is entered, such as names, addresses, currency values, numbers, or dates. The following are the types of fields:

Icons

Throughout Administration, icons are used to represent an action to perform or information to appear. For example,

See Order Management Icons for a complete list of all icons used in Order Management.

Lists

Records and data appear in Administration in the form of lists such as Search Results lists or Activity History lists. Some lists let you select a record to open a new UI page, or delete or void a record. The Results lists are dynamic, which means that the content is constantly changing through the Order Management workflows.

In some lists, you can change the order that data appears by changing the sort order of an individual column. Columns that can be sorted in this way have an underlined title in the header row. Click the title of the column to reverse the sort order.

Some lists, such as Results lists, show a maximum of 20 results on a page. If lists are longer than 20 items, data appears over multiple pages. You can navigate through most multi-page lists using the List Pagination controls.

The pagination bar shows:

Search

Along the top of many Administration pages, the Search panel appears with the search criteria fields. Search fields are a combination of free-form fields and predefined dropdown lists. The available fields are based on your configuration.

The Administration search form searches on any combination of fields containing data and selections made from dropdown lists. Using more than one search criteria refines your search results. Wildcard searches can be made using the percent symbol (%), which represents zero or more characters. The search result returns all responses that meet the search criteria. The matching results appear in the list, which can then usually be sorted by selecting the header row of a column.

For details on performing searches, see Searching for Sales Orders, Shipping Orders, and Payments.

Search Results are shown in a listing (also called a ListView). Individual records can be opened by clicking the ID link. Multiple records can be selected by checking the box next to the record. Checking the column header box checks all records in the search results. Buttons below the results allow checking all, clearing all, checking records on that page and clearing checks on that page.

When records have been checked, the page refreshes to expose Bulk Actions at the bottom that can be taken on all the selected records. The Bulk actions include:

  • Run an action on these X Items and Show Delete Button
  • Change the basis price on these X items
  • Modify the catalog on these X items
  • Perform set operations on these X items (Create Global Set or Create User Set)
See Item Search Results for details on using the Search results listing (ListView).

Messages

The Administration Center includes the following type of messages: informational, error, or confirmation.

Terminology

Term Definition
Disabled Components are disabled when the component name is dimmed or grayed-out.
Enabled Components are enabled when the component name isn't dimmed
Panel A section of the user interface page that contains a specific class of information, such as a list of links. A panel often contains information that is ancillary to the main content and shown alongside the main content.
Pointer The arrow-shaped cursor.
Select Indicate a choice by hovering over the selection and left-clicking.

User Access

Order Management Administration is a web-based solution that is accessed via URL. Contact Salesforce Support for details on user access.

The Order Management login appears prompting you to enter a valid username and password in the appropriate text boxes. The Order Management Administrator is responsible for issuing a username and password to each Administration user.

To log out of Administration and terminate the user session, exit the browser window or select the Logout link.

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