Back to blog
    Order Management

    A Retailer's Guide to Salesforce Order Management

    Morgan BlakeJanuary 21, 20261 min read
    Automotive parts counter with online order

    The Real Cost of Disconnected Inventory

    The promise of click and collect is a core part of modern UK retail. This is the problem Salesforce order management for BOPIS is designed to solve. Achieving this requires solid product data management.

    Configuring ATP and ATS for Accurate Promises

    Retail worker scanning shoebox in stockroom

    You must distinguish between Available-to-Promise (ATP) and Available-to-Sell (ATS) to provide accurate inventory visibility for retail.

    Rule Definition Purpose Configuration Example
    ATP Total inventory that can be promised. Includes on-hand stock plus future inventory. Show items as Available to order with future delivery date.
    ATS Inventory physically on-hand. Prevents selling stock not immediately available. Set to (Total On-Hand) - (Safety Stock) - (Allocated Stock).
    Safety Stock A buffer quantity held back. Prevents overselling. Set a fixed number e.g. 2 units.
    Inventory Segmentation Excluding specific stock. Ensures display models are not sold online. Exclude stock from Display location bin.

    Streamlining Fulfilment with Smart Workflows

    These are fundamental ship from store best practices. Implementing these depends on a robust system for store and retail order fulfillment.

    Designing a Seamless BOPIS Customer Journey

    Modern click and collect point in store

    The importance of a modern retail checkout solution.

    Measuring Success

    Eposly provides robust POS solutions. Learn more about our order management system integration capabilities.

    Back to all articles