--- schema_version: "1" id: 3e184d2b41608801601c187671c1d527872527d7baf2210323696117639990d8 title: Order Management collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/life_sciences_dev_guide/life_sciences_order_management.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_order_management.htm source_site: developer.salesforce.com content_type: documentation content_hash: 7f09557b74239aa754093a752eafa004e950140b855485b68aea5780bab921bd description: Order Management combines store check with quotes and pricing so field reps can assess a retail location and capture a priced quoted order from the same visit. Store check surfaces products, and quotes and pricing apply price books, pricing recipes, and sales transaction types to build, discount, and lock a quoted order. Both capabilities share visit and account, so a field rep can complete a store check and create a quoted order without switching context. --- # Order Management Order Management combines store check with quotes and pricing so field reps can assess a retail location and capture a priced quoted order from the same visit. Store check surfaces products, and quotes and pricing apply price books, pricing recipes, and sales transaction types to build, discount, and lock a quoted order. Both capabilities share visit and account, so a field rep can complete a store check and create a quoted order without switching context. ## Store Check Field reps use store check to assess product availability, display, and promotional compliance during a store visit. Store check structures those assessments so field reps see only the products and checks that apply to the store, based on products, territories, assortments, assessment tasks, and key performance indicators (KPIs). ![Store Check entity relationship diagram](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/dev_guides/life_sciences/images/lsc_store_check_data_model.png) Objects included in the license are either from Consumer Goods or Life Sciences. - For more information on Consumer Goods objects, see [Get Started with Consumer Goods Cloud](https://developer.salesforce.com/docs/atlas.en-us.264.0.retail_api.meta/retail_api/retail_get_started_with_cg.htm). - For more information on Life Sciences Cloud standard objects, see [Life Sciences Cloud Standard Objects](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_sforce_api_objects.htm "Life Sciences Cloud standard objects store clinical, medical, and commercial information. Some platform objects used with Life Sciences Cloud are documented in the Object Reference for the Salesforce Platform."). Life Sciences Cloud adds fields to these Consumer Goods objects. These fields are available only in orgs where Life Sciences Cloud is enabled. - [Fields on AssessmentIndicatorDefinition](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_assessmentindicatordefinition_custom_fields.htm "Life Sciences Cloud fields extend the AssessmentIndicatorDefinition object to represent the default comparison rule for store checks.") - [Fields on Assortment](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_assortment_custom_fields.htm "Life Sciences Cloud fields extend the Assortment object to represent the usage type for store checks.") - [Fields on AssortmentProduct](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_assortmentproduct_custom_fields.htm "Life Sciences Cloud fields extend the AssortmentProduct object to represent whether a product is required in an assortment.") - [Fields on RetailStoreKpi](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_retailstorekpi_custom_fields.htm "Life Sciences Cloud fields extend the standard RetailStoreKpi object to represent the target price for a store KPI.") - [Fields on RetailVisitKpi](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_retailvisitkpi_custom_fields.htm "Life Sciences Cloud fields extend the standard RetailVisitKpi object to represent actual and target prices captured during a store visit.") - [Fields on StoreAssortment](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_storeassortment_custom_fields.htm "Life Sciences Cloud fields extend the standard StoreAssortment object to represent the store check type for an assortment associated with a store.") ## Pricing A pricing recipe determines which pricing operations run for a quoted order. A pricing procedure inside that recipe defines the sequence of pricing elements that run against each quote line (including list price, volume discounts, tiered volume discounts, condition-based discounts through a Price Adjustment Matrix) and header-level discounts. ![Pricing entity relationship diagram](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/dev_guides/life_sciences/images/lsc_pricing_data_model.png) Objects included in the license are either from Revenue Lifecycle Management or Life Sciences. - For more information on Revenue Lifecycle Management objects, see [Get Started with Revenue Management Developer Resources](https://developer.salesforce.com/docs/atlas.en-us.264.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/rlm_get_started.htm). - For more information on Life Sciences Cloud objects, see [Life Sciences Cloud Standard Objects](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_sforce_api_objects.htm "Life Sciences Cloud standard objects store clinical, medical, and commercial information. Some platform objects used with Life Sciences Cloud are documented in the Object Reference for the Salesforce Platform."). ## Quotes In Life Sciences, an order is referred to as a quoted order because the Quote object is used to create an order. Quote and quote line item store the quoted order and its products, quantities, prices, and discounts. From the same visit or account used for a store check, a field rep builds a quoted order, then submits it. ![Quotes entity relationship diagram](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/dev_guides/life_sciences/images/lsc_quotes_data_model.png) Objects included in the license are either from Revenue Lifecycle Management or Life Sciences. - For more information on Revenue Management objects, see [Get Started with Revenue Management Developer Resources](https://developer.salesforce.com/docs/atlas.en-us.264.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/rlm_get_started.htm). - For more information on Life Sciences Cloud standard objects, see [Life Sciences Cloud Standard Objects](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_sforce_api_objects.htm "Life Sciences Cloud standard objects store clinical, medical, and commercial information. Some platform objects used with Life Sciences Cloud are documented in the Object Reference for the Salesforce Platform."). Life Sciences Cloud adds fields to these standard objects. These fields are available only in orgs where Life Sciences Cloud is enabled. - [Fields on Quote](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_quote_custom_fields.htm "Life Sciences Cloud fields extend the Quote object to represent visit, delivery, payment, and pricing information for quoted orders.") - [Fields on QuoteLineItem](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_quotelineitem_custom_fields.htm "Life Sciences Cloud fields extend the QuoteLineItem object to represent free goods and total quantity on a quoted order line.") ## Product Catalog Product catalogs control which products field reps can see and add to a quoted order, based on territory and account. ![Product Catalog entity relationship diagram](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/dev_guides/life_sciences/images/lsc_product_catalog_data_model.png) For more details and a larger image, visit the [Data Model Gallery](https://developer.salesforce.com/docs/platform/data-models/guide/product-catalog.html "HTML (New Window)"). Objects included in the license are either from Revenue Lifecycle Management or Life Sciences. - For more information on Revenue Management objects, see [Get Started with Revenue Management Developer Resources](https://developer.salesforce.com/docs/atlas.en-us.264.0.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/rlm_get_started.htm). - For more information on Life Sciences Cloud objects, see [Life Sciences Cloud Standard Objects](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_sforce_api_objects.htm "Life Sciences Cloud standard objects store clinical, medical, and commercial information. Some platform objects used with Life Sciences Cloud are documented in the Object Reference for the Salesforce Platform."). ## Order Management Objects in Life Sciences Customer Engagement - [Account](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_account_custom_fields.htm) - [Action Plan](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_actionplan.htm) - [Action Plan Item](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_actionplanitem_kam.htm) - [Action Plan Template](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_actionplantemplate_custom_fields.htm) - [Action Plan Template Assignment](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_actionplantemplateassignment.htm) - [Action Plan Template Item](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_actionplantemplateitem_custom_fields.htm) - [Action Plan Template Item Value](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_actionplantemplateitemvalue.htm) - [Action Plan Template Version](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_actionplantemplateversion_pec.htm) - [Actionable List](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_actionablelist.htm) - [Actionable List Filter Criteria](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_actionablelistfiltercriteria.htm) - [Actionable List Member](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_actionablelistmember.htm) - [Assessment Indicator Defined Value](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_assessmentindicatordefinedvalue.htm) - [Assessment Indicator Definition](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_assessmentindicatordefinition_custom_fields.htm) - [Assessment Indicator Definition Extension](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_asmtinddefext.htm) - [Assessment Indicator Value](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_assessmentindicatorvalue.htm) - [Assessment Task](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_assessmenttask.htm) - [Assessment Task Definition](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_assessmenttaskdefinition.htm) - [Assessment Task Indicator Definition](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_assessmenttaskindicatordefinition.htm) - [Assortment](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_assortment_custom_fields.htm) - [Assortment Product](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_assortmentproduct_custom_fields.htm) - [Contact](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_contact_custom_fields.htm) - [Contact Point Address](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_contactpointaddress1.htm) - [Content Version](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_contentversion.htm) - [Digital Signature](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_digitalsignature.htm) - [Distribution Channel](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_distributionchannel.htm) - [Document Recipient](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_documentrecipient.htm) - [Life Science Account Group Assignment](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_lifesciacctgrpassignment.htm) - [Life Science Marketable Product](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_lifescimarketableproduct.htm) - [Life Science Product Account Restriction](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_lifesciproductacctrstrc.htm) - [Payment Term](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_paymentterm.htm) - [Price Adjustment Schedule](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_priceadjustmentschedule.htm) - [Price Adjustment Tier](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_priceadjustmenttier.htm) - [Pricebook](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_hc_pricebook2.htm) - [Pricebook Entry](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_hc_pricebookentry.htm) - [Product](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_hc_product2.htm) - [Product Catalog](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_productcatalog.htm) - [Product Category](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_productcategory.htm) - [Product Category Product](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_productcategoryproduct.htm) - [Product Selling Model](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_productsellingmodel.htm) - [Product Selling Model Option](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_productsellingmodeloption.htm) - [Product Territory Availability](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_productterritoryavailability.htm) - [Product Territory Detailed Availability](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_productterrdtlavailability.htm) - [Provider Account Territory Information](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_provideracctterritoryinfo.htm) - [Quote](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_quote_custom_fields.htm) - [Quote Document](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_quotedocument.htm) - [Quote Document Creation Event](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_quotedocumentcreationevent.htm) - [Quote Line Item](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_quotelineitem_custom_fields.htm) - [Retail Store KPI](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_retailstorekpi_custom_fields.htm) - [Retail Visit KPI](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_retailvisitkpi_custom_fields.htm) - [Sales Transaction Type](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_salestransactiontype.htm) - [Store Assortment](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/life_sciences_storeassortment_custom_fields.htm) - [Territory](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_territory2.htm) - [Unit Of Measure](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_unitofmeasure.htm) - [Visit](https://developer.salesforce.com/docs/atlas.en-us.264.0.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_visit.htm) To learn more about all objects used in Life Sciences, see [Life Sciences Objects](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_list.htm).