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.
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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