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          View a Contact’s Orders using the Order Visibility Prebuilt App

          View a Contact’s Orders using the Order Visibility Prebuilt App

          The Order Visibility prebuilt app helps sales and service representatives get visibility into key details about a contact’s orders, order products, and cases - all in one place. They can also quickly create cases associated with orders.

          Required Editions

          Available in: Enterprise, Unlimited, and Developer Editions

          Review the actions you can perform on the Order Visibility prebuilt that’s added on the Service Console for Manufacturing page.

          The Order Visibility prebuilt app on the Service Console for Manufacturing.
          • Search for orders associated with a contact (1). You can filter orders by status and order number.
          • Review the key details of an order, including status reason, purchase order number, and order amount (2). You can open the order record as a subtab by clicking the order ID.
          • Track order products associated with the order (3). You can view important details of an order product like its quantity and unit price. You can open an order product record as a subtab by clicking its order product number.
          • View cases associated with the order (4). You can check key details of a case like its subject and created date. You can open a case record as a subtab by clicking its case number.
          • Click the New Case button to launch a simple wizard to create a case associated with the order (5).
           
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          Salesforce Help | Article