Set Up Orders

Customize Salesforce to handle your internal order management process.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To modify order settings: Customize Application

Specify the following order settings from the Order Settings page in Setup.

  • Enable Orders
    To let your sales team track and manage customer requests for products or services, enable orders.
  • Enable Negative Quantities for Order Products
    To let your sales team add order products with quantities of less than zero, enable negative quantities.
  • Enable Reduction Orders
    To let your sales team process returns or reductions on activated orders (Salesforce Classic only), enable reduction orders in Salesforce.
  • Enable Zero Quantity Orders
    To let your sales team add order products with quantities of zero, enable zero quantities.
  • Enable Orders Without Price Books
    To let your sales teams use orders in Salesforce while managing products and price books in an external platform, enable orders without price books.

See Also