--- schema_version: "1" id: 5d32f529dd9c9bcda2a51bb97c50a9fdc23c995925711f1073beef988c8050a4 title: Clone an Order Management Flow Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/om_flow_copy.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.om_flow_copy.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 301ab4aaeb78f8fd033c3d646edbe58a00a2877cef5edd73e978076fdab4298c description: Before you can activate or customize a flow, you need to clone the flow. Cloning creates an editable version that you can modify or activate out-of-the-box on your store. If you set up your store using the Commerce Setup Assistant, your flows are already cloned. products: - Commerce - Salesforce Order Management release: "264" --- # Clone an Order Management Flow Template Before you can activate or customize a flow, you need to clone the flow. Cloning creates an editable version that you can modify or activate out-of-the-box on your store. If you set up your store using the Commerce Setup Assistant, your flows are already cloned. ### Required Editions
View supported editions.
1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-om_order_management-264-0-0-production-enus/4c4844e3-a194-4a65-95b7-17291a6dbefa/om_order_management/images/om_setup_icon_no_border.png) at the top of the page, and then select **Setup**. 2. In the Quick Find box, enter flows, and select **Flows**. 3. Click **New Flow**. 4. Select a template, and click **Create**. 5. Click **Save As**, and for Flow Label, enter a unique name. #### See Also - [Customizing Order Management Service Flows](https://help.salesforce.com/s/articleView?id=commerce.om_flow_customizations.htm&release=264.0.0&type=5 "The Order Management service flows let customer service representatives (CSRs) help customers with their orders. You can use the provided flows as is, and you can also expand and customize them. Here are some common customizations that you can implement.") - [Choose Whether to Allow Discounts for Allocated Items](https://help.salesforce.com/s/articleView?id=commerce.om_flow_make_discount_available.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization defines whether a customer service representative can apply a discount to items that are already in the fulfillment process.") - [Add a Reason Text Option to a Service Flow](https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_reason_text.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization gives customer service representatives more flexibility when tracking a return or discount by providing an empty field to add a reason.") - [Set Up Bulk Actions in a Service Flow](https://help.salesforce.com/s/articleView?id=commerce.om_flow_set_bulk_action.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. Bulk actions let your customer service representatives perform the same action on multiple selected products, up to 100.") - [Set Up a Default Fee for a Service Flow](https://help.salesforce.com/s/articleView?id=commerce.om_flow_configure_default_fee.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization ensures consistency across service fees and saves time while processing an order by setting a default fee.") - [Choose Which Product Selector Fields to Show](https://help.salesforce.com/s/articleView?id=commerce.om_flow_customize_product_selector_fields.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization tailors which fields a customer service representative sees when selecting products.") - [Enable Multiple Currencies for Even Exchanges](https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_multicurrency.htm&release=264.0.0&type=5 "All Order Management service flows work out of the box, but there are some easy ways to customize service flows and expand their functionality. Orgs that support multiple currencies require customization to support the even exchanges flow. Only the even exchange flow requires customization to support multiple currencies.") - [Enable Inventory Checks on the Product Detail Page](https://help.salesforce.com/s/articleView?id=commerce.om_flow_pdp_inventory_check.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives (CSR) see whether a product is in stock from the product detail page. The inventory check helps reduce out-of-stock errors by giving the CSR up-to-date stock information before they add an item to a cart.") - [Set the Discount Tax Type](https://help.salesforce.com/s/articleView?id=commerce.om_flow_discount_amount_tax.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization sets the discount tax type based on your store’s locale. Depending on the discount tax type, when a customer service representative discounts an amount off an order, the amount either does or doesn’t include the tax amount. You can set a discount tax type in the discount flow.") - [Customize a Flow for Omnichannel Inventory](https://help.salesforce.com/s/articleView?id=commerce.om_flow_oci_customize.htm&release=264.0.0&type=5 "You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. However, some service flows require customization to work with Omnichannel Inventory. This customization requires an Order Management Growth license.")