OMS Starter Pack

Preconfigured workflows for order creation, fulfillment, invoicing, returns, and refunds - eliminating months of custom configuration while reducing implementation costs by up to 60%.

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Deploy production-ready Salesforce Order Management in weeks, not months

Enterprise commerce teams face a critical bottleneck: implementing Salesforce Order Management takes months of configuration, testing, and refinement - delaying revenue and draining resources.

Built by Salesforce experts who've implemented dozens of OMS projects - this accelerator captures decades of best practices and lessons learned across regulated, complex industries.

The Order Management Challenge

Months of Configuration

Complex workflows for returns, cancellations, and fulfillment require extensive custom development and testing cycles.

Unpredictable Costs

Custom OMS builds often exceed budget as edge cases and business requirements emerge during implementation.

Implementation Risk

Building order management from scratch can introduce bugs, integration failures, and extended QA cycles.

Core Capabilities

“In just 30 days forténext successfully launched 
a Salesforce B2B Commerce purchasing portal on our 
Lightning Experience platform. 
This launch - which was the first 
of its kind.”

Paul Chong
Senior Director of Product Management, B2B Commerce at Salesforce

Enterprise-grade order management functionality, ready to deploy and customize for your business needs.:

  • Multi-Channel Order Capture - Unified order processing from B2B portals, sales teams, customer service, and API integrations with consistent validation and routing.
  • Intelligent Fulfillment - Automated inventory allocation, split shipments, backorder handling, and carrier selection with real-time tracking integration.
  • Returns & Refunds - Complete returns workflow including RMA generation, return shipping labels, inspection tracking, and automated refund processing.
  • Invoicing Engine - Automated invoice generation with flexible payment terms, split billing, partial payments, and ERP integration ready.
  • Cancellation Management - Full and partial order cancellations with automated inventory return, payment reversals, and customer notification workflows.
  • Operational Dashboards - Real-time visibility into order status, fulfillment performance, returns rates, and revenue metrics with drill-down capabilities.
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What's included

Order Creation & Processing

Automated order capture from multiple channels with validation and routing logic

Fulfillment Workflows

Complete fulfillment orchestration including inventory allocation and shipping coordination

Returns Management

End-to-end returns processing with automated refund and replacement handling

Invoicing & Payment

Automated invoice generation with payment processing integration points

Cancellations & Modifications

Full and partial order cancellation with automated inventory return

Dashboards & Reporting

Pre-built operational dashboards for order tracking and performance analytics

Ideal For

Growing B2B Businesses

Mid-market companies that need enterprise-grade order management but can't afford 6-month custom implementations.

  • Complex B2B order flows
  • Multi-location fulfillment
  • Budget constraints

Commerce Cloud Customers

Businesses already using Salesforce Commerce Cloud who need to add comprehensive order management capabilities.

  • Existing Commerce Cloud
  • Need unified order view
  • Tight integration required

Digital Transformation Projects

Enterprises modernizing legacy systems who need proven OMS patterns to accelerate digital commerce initiatives.

  • Legacy system migration
  • Aggressive timelines
  • Risk mitigation focus

Why OMS Starter Pack?

60

Salesforce implementations

54

long-term B2B partnerships

#1

Salesforce implementation partner for complex B2B industries

“Order management is fundamental to commerce operations, but building these capabilities from scratch has historically been time-consuming and expensive.

"OMS Starter Pack gives our clients production-ready order management workflows on day one, allowing them to focus on business-specific requirements rather than rebuilding standard processes.”
Alex Kolesnichenko
CTO at FortéNext
  1. Proven in Production - Battle-tested workflows refined through real-world implementations since 2023. Not theoretical patterns - actual production code.
  2. Integration-ready - Pre-built integration patterns for ERP, WMS, payment gateways, and shipping carriers, helping you connect your systems faster.
  3. Continuous Updates - Benefit from ongoing improvements based on new implementations and Salesforce platform enhancements.
  • Fully Customizable - Start with 80% of functionality pre-built, then extend and customize for your specific business rules and requirements.
  • Reduced Risk - Eliminate common implementation pitfalls with pre-tested workflows, error handling, and edge case management.
  • Expert Support - Implementation support from FortéNext's team of certified Salesforce OMS specialists with deep commerce expertise.

Speak to Our Specialists

FortéNext case studies
Robust Promotions Machine for Beauty Products Distributor
See how FortéNext helped ManocoBlue build a customized B2B Commerce solution with robust promotions capabilities to fuel their commerce engine.
Read case study
Ovation Medical Accelerates Order Processing and Increases Sales Reps' Productivity
FortéNext helped Ovation Medical smoothly introduce B2B Commerce into their order and data management flows which enabled sales reps to ramp up their productivity by 2x.
Read case study
Enabling Seamless B2B Commerce for Medical Parts Replacement
Together with First Call Parts, FortéNext built a digital B2B storefront that facilitates buying experiences for customers and daily operations for the sales team.
Read case study
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