Setting up Order and Inventory Management

Installations are carried out by the Certinia Onboarding team. To install Order and Inventory Management, first make sure that the required packages are installed in your org, then contact your Customer Support representative.

Dependencies on Other Certinia Packages

Order and Inventory Management Summer 2023 requires the following Certinia packages to be installed:

  • Foundations Summer 2023

Post-Install Steps

If you have permissions to do so, you can follow the steps described in this section to set up and configure Order and Inventory Management. You must be logged in as an administrator or equivalent to perform the steps.

Order and Inventory Management Post-Install Steps

Step

Related Help Topic
Manage permission sets and permission set groups for your users.

Order and Inventory Management Functional Permissions Overview

 

Permissions for Action Queues

Set up Order and Inventory Management users. Setting up Order and Inventory Management Users

If your users are working in Classic, add the Customer Return Lines standard related list to Customer Return Layout on the Customer Return object.

Note: This is only required when using Classic. For Lightning users, the Customer Return Lines related list displays by default on customer returns as long as the Customer Return Lightning Page (CustomerReturnLightningPage) is active.

For more information about page layouts, see the Salesforce Help.

Initial Data Setup

This section describes the data setup tasks that you need to carry out if you are an administrator setting up Order and Inventory Management for the first time. You must be logged in as an administrator or equivalent to perform the steps.

Order and Inventory Management Initial Data Setup

Step

Related Help Topic
Configure Order and Inventory Management data. Codes

Optional Setup Tasks

The following setup tasks are optional. You must be logged in as an administrator or equivalent to perform these optional tasks.

Order and Inventory Management Optional Setup Tasks

Step

Related Help Topic
Set up approval processes. Setting up Approval Processes
Customize your configuration options. Managing Custom Settings from Setup

Customize field-level help.

 For more information about field-level help, see the Salesforce Help.

Supported Browsers

Order and Inventory Management supports the same browsers as those supported by Salesforce with the following exception:

  • Order and Inventory Management Spring 2020 and later versions do not support Microsoft Internet Explorer 11 for Lightning Experience.

See "Supported Browsers" in the Salesforce Help for a full list of browsers supported by Salesforce.

Tip:

Ensure popup blockers are turned off for Salesforce in your browser settings.