Order Settings and enabling orders
Key Takeaway
Selecting Enable Orders on the Order Settings page is only the first step. Next, you add an Orders related list to the page layouts you choose, and you use profiles or permission sets to give users the permissions they need.
Orders let a sales team track and manage customer requests for products or services. They stay off until an admin turns them on from the Order Settings page in Setup. The same page also holds related options that control quantities, returns, and whether orders need a price book.
How to turn on orders
Orders are available in both Salesforce Classic and Lightning Experience, in these editions:
- Professional Edition
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
You need the "Customize Application" permission to change any order setting.
Selecting "Enable Orders" is only the first step. The full setup has four steps:
- In Setup, enter "Order Settings" in the Quick Find box, then select Order Settings.
- Make sure Enable Orders is selected, then save.
- Choose which page layouts get an Orders related list.
- Use profiles or permission sets to give the right users the user and object permissions they need.