Fluent Order Management App for Salesforce Service Cloud (SFSC)

Customer Search and View

View Customers

• Click on the Fluent Setup drop-down menu and select Fluent Customers.

• The All Customers list is displayed with the columns configured using the List Component from the UX Component Library. Some of the columns that can be configured are as below:
  • Name
  • Email
  • Phone
  • Department
  • Country
  • User Name
  • Ref

Sort Customers

• Click on the column header to sort the column.
• Click on the dropdown arrow mark to wrap the text in that column.

Filter Customers

• The customer list can be filtered using the following columns:
  • First Name
  • Last Name
  • Email
  • Phone

Order Search and View

View Orders

• Click on the Fluent Setup drop-down menu and select Fluent Orders.

• The All Orders list is displayed with the columns configured using the List Component from the UX Component Library. Some of the columns that can be configured are as below:
  • Order #
  • Customer Name
  • Status of the Order
  • Type of Order
  • Created Date
  • Order Value

Sort Orders

• Click on the column header to sort the column.
• Click on the dropdown arrow mark to wrap text in that column.

Filter Orders

Orders may be filtered by Attributes or Time Period.

Filter by Attributes

• Orders can be filtered by the following attributes:
  • Order Ref
  • Type
  • Status
• To filter orders by attribute:
  • Select the attribute from the drop down.

• Enter the relevant value and press the Enter/Return key on your keyboard or click the magnifying glass icon.

• To refresh the values in the list, click the Refresh Button.

Filter by Time Period

• Click the Filter Icon.

• The Period Filter screen will open.

• There are two options for filtering by time-period:
  • All Time: Lists all the orders with no time-period filter.
  • Custom: Lists the orders created between the start date and end date.
• Enter your filter options:
  • To filter order without time period filter, select the All Time radio button and click the Done button.
  • To filter by a custom date range, enter a Start Date and End Date and click the Done button.

View Order Details

• Click an Order# from the All Orders list
• The Order Details page will display the following information:

• Order Master Details: Type, Status, Created Date, Last Updated Date, Customer Name.
• Order Information: Order Reference, Retailer ID, Retailer Ref, Total Price, Total Tax Amount.
• Fulfillment Choice: Expand this section to display details about the fulfillment and shipping method. Click on the Address to view the location in Google maps.

• Customer Information: To view customer details in a new window, expand the Customer Information section and then click the Customer Name.
• Order Related View: Click on the Related tab to view details related to the order.

The Order Related tab displays the following:

• Order Items: This section lists all items in an order. Click the product name to view the product details

• Fulfilments and Transactions: This section lists all the Fulfilments (or shipments) and transactions associated with the order.