Settings define where the workflow and default behaviors of Order Management, including its interactions with external applications, are configured. These are the system-wide settings and are set at the company level.
Order Management offers a wide range of configuration options and customizations. When you first implement the system, you must set it up to reflect your company and its processes.
There are four primary areas of configuration that must be addressed:
- User Accounts – Accounts and roles that control user roles and permissions. See Security for details on creating, searching, or managing user accounts and roles.
- System Preferences – General settings and parameters, such as external payment and shipping processors, sites, catalogs, currencies,
- Providers – Groups of settings related to particular areas of Order Management. Note that some Providers must be configured in connection with other settings/preferences. For example, you must first configure the payment processor in Order Management Administration: Settings > Preferences > External Processors before you can associate the processor with the supported payment methods in the payment provider.
- Templates – Templates provide an interface for adding and editing text or HTML email templates sent by the system. Emails can be sent by automations written by the Salesforce Support team, or manually from within order Management Administration module or Customer Service Center.
It's very important to read through and understand all four areas when planning your implementation.
The following diagram illustrates the main menu options when configuring Order Management settings. All categories are described in separate online help topics.
See the following online help topics: