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Set Up Order Management Features
Run structured store checks and capture quoted orders, with pricing, discounts, and approvals, for pharmacy and provider visits.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
What Order Management Does
As a pharmaceutical manufacturer, use Order Management for Agentforce Life Sciences to streamline store check, order capture, and pricing across multiple channels. Your reps initiate visits, complete store checks, then quote and price an order—online or offline, on the web or an iPad—without switching tools.
Important In Agentforce Life Sciences, an order is referred to as a Quoted
Order because orders are built on the Quote object.
Order Management combines two capabilities:
- Store Check: Store Check turns a single visit into a structured, repeatable assessment. You define which products and assortments apply to a territory or account, then attach assessment tasks—availability, display, and promotional compliance checks—through an action plan template. This configuration makes sure that each visit reflects the right catalog and tasks for that account. Field reps assess product availability, display, and promotional compliance (if configured) during a store visit. When a rep completes a check, their responses roll up into KPI records, so you can spot compliance gaps and follow up by account or territory.
- Quotes and Pricing: Quotes and Pricing let reps build a quoted order from the products and price book you make available to their territory. A pricing recipe and pricing procedure determine which discounts apply—volume or tiered—and a sales transaction type ties each quote to the right procedure automatically. Field reps capture a quoted order from a price book that you control, apply discounts, capture an electronic signature, and route it for approval. Submitting locks the quote until a manager approves an unlock request or the quote is rejected. A Price Waterfall records every pricing decision—from list price down to final net price—as a line-by-line itemization of discounts and adjustments.
Because both capabilities share Visit and Account foundation, a field rep can complete a store check and create a quoted order from the same visit without switching context.
- How Order Management Works
Order Management orchestrates store check assessments, quote pricing and discounts, and approval-based locking—all within a configurable workflow framework. Find out more about how each component works. - Order Management Glossary
Before you dive into the configurations for Order Management, familiarize yourself with the feature's nomenclature. Learn about the terms used to describe quoting and orders, pricing and catalog setup, and transaction rules and governance, as well as the store check and field assessment terms that support the feature's lifecycle. - Get Your Org Ready for Order Management
Before you start setting up Order Management for Agentforce Life Sciences, make sure you have the required profiles, licenses, and permission sets and your org meets these requirements. - Set Up Store Check
Store Check helps your field reps assess retail conditions, such as product availability, display and promotional compliance, during a store visit. Configure products, assortments, assessment tasks, and other relevant elements, and assign them to individual accounts (stores) based on their specific business needs and opportunities. Together, these building blocks turn a single store check into a structured, repeatable assessment, enabling consistent in-store execution and generating actionable insights. - Set Up Quotes and Pricing
Configure quoting and pricing for Agentforce Life Sciences, including pricing recipes, sales transaction types, product catalogs, and quote locking and approval workflows. Complete this setup before your field reps create quoted orders during pharmacy and healthcare provider visits. - Troubleshooting Order Management
Use this table to resolve common issues with Order Management.
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