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Unified View of Inventory Interface

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Content in this track: Order Management Interface

Essential knowledge

Author:

Fluent Commerce

Changed on:

19 Aug 2025

Overview

The Order Management interface is the central workspace for managing the order lifecycle. It brings together orders, customers, billing accounts, returns, and escalated fulfilments in one view. Orders provide access to details and fulfilments. Customers show records including accounts and order history. Billing Accounts manage financial operations such as invoices, memos, and payments. Returns track customer or system-initiated cases with refund details. Escalated Fulfilments highlight exceptions requiring action.

Key points

The Order Management interface brings together orders, customers, billing accounts, returns, and escalated fulfilments in one place.
It enables visibility and control over the entire order lifecycle, from creation through fulfilment, return, or escalation.

The Orders interface contains the Order List page, which displays orders from all retailers associated with the logged-in account. Access to the Order List is determined by assigned roles and permissions. The list includes order reference, customer name, type, status, value, and creation date, providing a complete view of order activity across the business. No alt provided

Clicking the Order Ref opens the Order Details page, which provides a comprehensive view of the selected order. This includes summary information, retailer details, customer details, collection or delivery information, fulfillments, order items, and additional tabs such as transactions, returns, comments, and activity. No alt provided

The Escalated Fulfilments interface provides visibility into fulfilments that could not be completed under normal processing rules. A fulfilment represents one or more items in an order that must be picked, packed, and delivered or collected. When items cannot be sourced or assigned according to retailer rules and available inventory, the fulfilment is moved into the `Escalated` state.The Escalated Fulfilments page lists all fulfilments currently in the escalated state. This view enables quick identification of orders requiring further action or investigation. No alt provided

Selecting a fulfilment opens the Fulfilment Details page, while selecting the related order reference opens the Order Details page. This allows direct navigation from the escalation record to the underlying fulfilment and order information. No alt provided

The Customers interface contains the Customer List page, which displays a list of all customers who have previously placed orders. This interface provides visibility into customer records within the Retailer, including the customer’s name, reference, contact details, timezone, and status. The list is essential for tracking customer information and for accessing related records such as billing accounts and order history. No alt provided

Clicking the Customer Name opens the Customer Details page, which displays detailed information about the selected customer, including personal information, account details, billing accounts, and order history. No alt provided

The Returns interface provides access to all customer returns across retailers linked to the logged-in account. A return represents a customer’s request to send back one or more items, or cases where items could not be fulfilled or were cancelled and require a refund.Return records can exist with or without an original order reference. Where an order is linked, the return may include details such as items being returned, reasons, and refund information. Return types indicate the context of the return, such as customer return, cannot fulfil, or cancellation.The Returns List page displays all returns permitted by the user’s roles and permissions. Returns can be searched and filtered to quickly locate relevant records. Each record includes a summary view of the return and provides navigation into more detailed information. Selecting a return opens the Return Details page. No alt provided

The Return Details page provides a complete overview of a selected return. It includes summary information, addresses, associated fulfilments, returned items, additional attributes if defined, and an activity log. From here, it is possible to navigate back to the returns list or into related records such as orders, credit memos, or fulfilments. No alt provided

The Return Fulfilment Details page shows how a return is processed, including its references, locations, and current status. Navigation is available directly from the Return Details page by selecting a fulfilment from the Return Fulfilments section. This opens the fulfilment record, providing insight into where the return originated, where it is being sent, and how it progresses through its lifecycle. No alt provided

The Billing Accounts interface contains the Billing Account List page, which displays all created billing accounts. A billing account represents financial operations for a specific customer, including invoices, credit and debit memos, payments, invoice notifications, and ERP integrations. The list includes the account name, status, type, and reference, and provides direct access to detailed billing information. No alt provided

Clicking the Billing Account Name opens the Billing Account Details page, which provides a complete view of the selected account. This includes summary information, associated credit memos, custom attributes, and a record of all lifecycle activities. No alt provided