Order Capture v2

Admin

This section includes Salesforce setup steps (Lightning App Builder, page layouts, and URL button patterns) intended for administrators and implementers.

Order capture v2 introduces an enhanced order capture solution for telesales. It improves performance, configurability, and ease of use when building orders.

To open the packaged order capture experience (linked to the pre-configured order catalogue), add the new action to the order record page:

• Navigate to Setup.
• Open the Order object in Object Manager.
• Select Page Layouts.
• In the Buttons section, drag the Catalog button into the Salesforce Mobile and Lightning Experience Actions section.

You can reach order capture v2 configuration the same way as before-via the account console or directly from the order record. After you finish order setup, select Catalog to open the product catalogue grid.

Configurable catalogue

The order capture grid supports up to ten custom columns for products and bundles, with grid or tile view and control over automatic discounts. To configure the Aforza catalogue:

• Go to Setup.

• Search Lightning App Builder.

• Open the Order Configure Page (included in the managed package).

• Clone it and name it as required.

• Open Object Manager from the setup menu.

• Open the Order object.

• Create a new button with this detail-page link (replace the page API name as needed):

  /lightning/n/Your_page_name_goes_here?aforza__orderId={!Order.Id}

• Create a new tab (Lightning Page Tab) that points at the app page.

• Add the new button to the page layout.

Configuration options appear on the configure-order screen: select setup, then edit page. When the editor loads, select the catalogue component; a side panel lists all options.

Unlike order capture v1, automatic discount pricing is controlled in the page layout configuration, not only by company configuration.

While product detail and pricing columns are fixed, the central grid can show:

• Product (object) data
• Price book (object) data
• Inventory Product (object) data
• Outlet Asset (object) data
• Additional fields:
  • Order History (selectable) - Shows the last ordered quantity for the selected product. On selection, a pop-up lists historical orders.
  • Promotion Eligibility (selectable) - When a product qualifies for a promotion for the account, an indicator appears. On selection, promotions are listed and selectable.
  • Product Recommendation (selectable) - If automatic or manual recommendations exist, a counter appears. On selection, a pop-up shows recommended products and certainty.
  • Stock inventory - Stock indicators use red, amber, and green against your inventory thresholds.

Each custom column can be renamed, resized, and limited to the product view or shown in the bundle view as well.

Capturing an order

• On an order record, click Catalog (or the custom button you created).
• If this is the first time you open the order, you are prompted for basic details.
• You are then taken to the order catalogue.

What is available

Order header

The order header exposes the main actions during capture.

• Predict an order with Ava - Uses the rate-of-sale algorithm to fill the cart with items suited to the account from historical patterns.
• Order tools:
  • Past Orders - Modal of previous orders for the account.
  • Favourite Orders - Favourited orders for the account.
  • Order Templates - Template orders linked to the account.
  • Save as Template - Saves the current order as a template.
• Search
  • Product or bundle view - Matches letters or numbers in product name or SKU fields in the product or bundle detail columns.
  • Promotion view - Matches the promotion name in the promotion detail column.
• Sort and filter

View	Filters available	Sorting
Products	Assortments, Family, History, Type	A–Z, Z–A, Newest to Oldest, Oldest to Newest
Bundles	Assortments, Type	A–Z, Z–A, Newest to Oldest, Oldest to Newest
Promotions	Type	A–Z, Z–A, Newest to Oldest, Oldest to Newest

• Order settings
  • Historical Invoices - Opens the invoice list for the account context.
  • Account Details - Opens the account the order belongs to.
  • Edit Order - Opens the order details modal.
  • View Order - Opens the order record.
  • Remove all Items - Clears all product quantities from the order.
  • View Invoice - When the order is Activated, navigates to the related invoice.
  • Delivery Details - When the order is Activated, opens the delivery modal.

Catalogue

Views

• Product - Lists all eligible products (with counts) where:
  • Product Family is not Bundle
  • The product is active
  • An assortment is assigned
  • A price book is assigned
• Bundle - Lists all eligible bundles (with counts) where:
  • Product Family is Bundle
  • The bundle is active
  • An assortment is assigned
  • A price book is assigned
  • Relationship rules are configured for target and source data
• Promotion - Lists eligible promotions (with counts) where:
  • Available to order
  • Active

Columns

• Stock level - With inventory on the order, stock appears in this column when it is enabled on the grid.
• Eligible promotions - When a product qualifies, a badge shows how many promotions apply. Users can open it to configure or add to the cart.
• Recommendations - If recommendations or manual relationships exist, a badge shows how many products are recommended. Users can open it to add lines.
• Order history - Shows last ordered quantity; selecting it opens the last six activated orders’ quantities.
• Additional object fields - Render according to field type (decimal, string, and so on).

Price column

Shows list price in the order currency and includes a quantity control. For unit-of-measure groupings, use Add Products to open the UoM modal.

In cart

Summarises how each line was added (promotion, commercial policy, bundle, and so on). Totals may differ from the row quantity because of rules.

Navigate to the cart

The cart control shows icon, total quantity, and provisional total including discounts and tax (details in the cart view).

Cart

Lists everything added manually or via relationships, promotions, commercial policies, or bundles. Each line has quantity and price; select price to see breakdown and apply manual discounts where allowed.

Promotions and bundles expand inline. Use Catalogue to return from the payment summary, and Checkout to complete the order.