---
title: "A Retailer's Guide to Salesforce Order Management"
description: "Learn how to configure Salesforce OMS to improve inventory accuracy, streamline omnichannel fulfilment and enhance the customer pickup experience."
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Order Management

# A Retailer's Guide to Salesforce Order Management

Morgan Blake January 21, 2026 1 min read 

![Automotive parts counter with online order](https://dmeuixmdvjhbmvrvgxwr.supabase.co/storage/v1/object/public/blog-assets/a-retailers-guide-to-salesforce-order-management/featured.png)

## 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](https://eposly.io/solution/product-data-management/?utm_source=Ascendx&utm_medium=blogbuster&utm_campaign=referral).

## Configuring ATP and ATS for Accurate Promises

[![Retail worker scanning shoebox in stockroom](https://dmeuixmdvjhbmvrvgxwr.supabase.co/storage/v1/object/public/blog-assets/a-retailers-guide-to-salesforce-order-management/retail-worker-scanning-shoebox-in-stockroom_1769011584.jpg)](https://dmeuixmdvjhbmvrvgxwr.supabase.co/storage/v1/object/public/blog-assets/a-retailers-guide-to-salesforce-order-management/retail-worker-scanning-shoebox-in-stockroom_1769011584.jpg)

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](https://eposly.io/solution/store-and-retail-order-fulfillment/?utm_source=Ascendx&utm_medium=blogbuster&utm_campaign=referral).

## Designing a Seamless BOPIS Customer Journey

[![Modern click and collect point in store](https://dmeuixmdvjhbmvrvgxwr.supabase.co/storage/v1/object/public/blog-assets/a-retailers-guide-to-salesforce-order-management/modern-click-and-collect-point-in-store_1769011593.jpg)](https://dmeuixmdvjhbmvrvgxwr.supabase.co/storage/v1/object/public/blog-assets/a-retailers-guide-to-salesforce-order-management/modern-click-and-collect-point-in-store_1769011593.jpg)

The importance of a modern [retail checkout solution](https://eposly.io/industries/retail-checkout-solution/?utm_source=Ascendx&utm_medium=blogbuster&utm_campaign=referral).

## Measuring Success

Eposly provides robust POS solutions. Learn more about our [order management system](https://eposly.io/solution/order-management-system/?utm_source=Ascendx&utm_medium=blogbuster&utm_campaign=referral) integration capabilities.

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