The Order Management User Interface (UI) is presented to the user similarly to many other Conga applications on Salesforce. The default landing page for Order Management takes you to the Order tab, which displays a list of Recent Orders and links and options in the Salesforce sidebar to the left (Salesforce Classic).
You can use standard Salesforce functionality such as global search, dashboard controls, tabs, and menus to navigate to various Order Management pages. Refer to Salesforce documentation for any differences in navigation using Salesforce Classic versus the Lightning Experience.
Conga Order Management provides a number of tabs to use its various features. Refer to the following table for brief descriptions of each tab:
Note: Configuration of certain tabs require administrator privileges or user permissions. Contact your administrator if you do not have access to any of the tabs described below.
|Orders||Default landing page for the Order Management application. View, manage, and create new direct orders from this page.||Capturing Orders, Creating Direct Orders for Accounts|
|Order Workflow Rulesets||Use this tab to view, create, and manage Order Workflow Rulesets.||Creating Order Workflows to Automate In-Flight Order Changes|
|Order Fulfillments||Use this tab to view and manage Order Fulfillments.||Working With Distributed Order Fulfillment, Releasing Orders to Fulfillment Systems|
|Order Fulfillment Line Items||Use this tab to view, create, and manage Order Fulfillment Line Items.||Working With Distributed Order Fulfillment, Releasing Orders to Fulfillment Systems|
|Price Agreement||Use this tab to view Price Agreements created from Quote/Proposals and/or Agreements. Create partial orders from Contract Price List Items.||Working With Customer Price Agreements|
|Customer Purchase Orders|
Use this tab to view and manage Customer Purchase Orders. Create and manage purchase orders and purchase order items, and create sales orders, split, and partial orders from purchase orders. View and add attachments to purchase orders.
|Working with Customer Purchase Orders, Creating Sales Orders from a Customer Purchase Order|
|Config Settings||Use this tab to manage config settings and system properties. Refer to the CPQ on Salesforce Administrator Guide for more information.|
|Data Validation/Enrichment Rulesets||Use this tab to create and manage Data Enrichment and Validation rulesets for Customer Purchase Orders.||Managing CPO Validation and Enrichment Rules|
|PO Admin||Use this tab to create and manage Data Enrichment and Validation rules for Customer Purchase Orders.||Managing CPO Validation and Enrichment Rules|
Working in the Conga User Interface
Several features of Order Management use a custom user interface provided by Conga. The following provides a brief summary of UI controls and features:
- To search for records using a type-ahead field (marked by the lookup ( ) icon), enter text in the field and select a result to refresh the list.
- Click a column header name to sort the list by that column.
- Click the filter ( ) icon in the column header, enter a filter string, and click Apply to filter the list by column value.
- Use the pagination controls to change the number of rows per page or to move between pages.
- When working with forms, use the date picker ( ) to select a date value for the field.