Salesforce B2B Commerce order page template
A Salesforce B2B Commerce order page for finance and fulfilment operations: an order status path with credit hold guidance, PO and warehouse routing fields, order line items, and a Release Credit Hold action. Click through it below, then read the spec the studio writes for it.
The B2B Commerce Order & Credit Hold template running: B2B order fulfilment page with credit review path, trade credit balance and ERP sync actions. Use the link below to open it in its own tab and click through it.
When to start from this template
- Mapping how B2B storefront orders pause for trade credit review before ERP release.
- Agreeing which ERP and warehouse fields operations reps need on the Order record.
- Handing developers a complete Order data dictionary and acceptance criteria.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Account, Order Status, Order Total, PO Number, Requested Delivery
- Stage path
- Submitted → Credit Review → Allocated in Warehouse → Shipped → Invoiced & Fulfilled
- Sections
- Order & Fulfilment Details (8 fields)
- Actions
- Release Credit Hold, Split Shipment, Sync to ERP
- Related lists
- Products, Notes & Attachments, Order Products
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 5 scenarios in all; the export has every one.
As an Order user, I want to open an Order record and see 5 key details at a glance, run the Release Credit Hold, Split Shipment and Sync to ERP actions, move the record along its Stage path and work with its Products, Notes & Attachments and Order Products, So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing an Order record When the user saves with any of these left empty: - "Customer PO Number" in "Order & Fulfilment Details" - "Order Status" in "Order & Fulfilment Details" - "Shipping Warehouse" in "Order & Fulfilment Details" Then the page shows an error against each empty field And the record is not saved. # Scenario: Moving Stage from "Credit Review" to "Allocated in Warehouse" Given the record's "Stage" is "Credit Review" When the user clicks "Mark Order Stage Complete" on the path Then "Stage" becomes "Allocated in Warehouse" And Guidance for Success shows "Inventory reserved across Melbourne and Brisbane DC." # Scenario: The "Products" related list Given a user is viewing an Order record Then the "Products" list is on the page And it says there is nothing to show.
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Customer PO Number | Customer_PO_Number__c | text | Yes |
| Order Status | Order_Status__c | picklist | Yes |
| Payment Method | Payment_Method__c | picklist | No |
| Shipping Warehouse | Shipping_Warehouse__c | picklist | Yes |
| Available Credit Balance | Available_Credit_Balance__c | currency | No |
| Credit Override Reason | Credit_Override_Reason__c | textarea | No |
| Partial Shipment Allowed | Partial_Shipment_Allowed__c | checkbox | No |
| ERP Order Reference | ERP_Order_Reference__c | text | No |
Make this template yours.
Open “B2B Commerce Order & Credit Hold” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. Free to start: one AI-built page, no card needed. Already have an account? Sign in.
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