Configuring the order operations applications
Learn how to configure the order operations applications to help sales and support teams to monitor the sales processes, and manage post-sale support and returns respectively.
Installing and configuring the following applications involve installing the applications from the ServiceNow Store store, assigning roles, and enabling app-specific features that support post-sales processes and operational efficiency. It covers configuring Order Operations Case Management for handling order-related issues, enabling Return Merchandise Authorization (RMA) workflows, and setting up Lead-to-Cash process management to monitor the order life cycle.
- Order Operations Case Management
Install and configure the Order Operations Case Management application customer service agents to create cases for multiple customer orders or for specific products in an order.
- Configuring Lead-to-Cash Process Management
Install the Lead-to-Cash Process Management application, and set up business object groups and relationships so that sales process managers can create and monitor sales process records.
- Activate the Return Merchandise Authorization plugin
Activate the RMA Case Management plugin that enables your sales organization to manage and triage return cases for customer products and services, addressing returns, replacements, and repair use cases.