1. Order Layout Configuration (Important)
The core of channel ordering is the sales order, and the good experience of the sales order depends on the support of Paas capabilities such as fields, page layouts, verification rules, and processes. The basic capabilities of the object will not be described in detail, but the layout capabilities of the order will be highlighted.
1.1 Order List Displays Shortcut Buttons [Pay Now], [Confirm Receipt], [Purchase Again]
After enabling E-Order, the above buttons will be automatically added to the order object. When the shortcut buttons are configured in the list layout on the web, these buttons will be displayed on the web channel portal and mini program.
Note: The same is true for the invoice object, which can be set if desired.
1.2 New Order Layout (Shipping Address, Order Product Components)
After enabling E-Order, the system will automatically enable the [New/Edit Page Layout] ability, and preset E-Order layout (edit_dht_layout__c).
[Order Product] and [Receipt Address] components are automatically added to the default order layout, which can be configured as needed.
1.3 Order Details Page Layout(Receipt Address, Order Product, Payment Summary Layout)
After the E-Order is enabled, the system defaults the layout of the E-Order details page.
In the detail page layout of the mobile terminal, [Order Product] [Shipping Address] [Payment Shipping Summary] components are added, which can be configured according to needs.
1.4 Assign Layouts to Downstream Order Staff
In the object management, it cannot be assigned to the downstream ordering role. You can only find the [Sales Order] object in the object management of [Order Management], and assign layouts to downstream order staff.
Note: Same as the sales order, the layout of other objects needs to be allocated in the object with the same name in the object management.
2. Order Process Configuration
Channel ordering supports the configuration of approval flow and business flow. The system does not preset a flow by default, and you can create a flow as needed. Both approval flow and business flow support interconnected approval.
1） Business Flow
Business flows can also be enabled when required. Business flow supports business processing between objects.