Create Unmanaged and Managed Orders from Checkout

Do you ever wish order creation was more flexible? Search no further than the Checkout Flow. Decide which order type works best with your system and skip the manual process of converting orders after they’re already created. Change the default order type from managed to unmanaged from within your Activate Order action to automatically assign a type at order creation.

Where: This change applies to Lightning Experience in Professional, Performance, and Unlimited editions.

Who: You need a B2B Commerce license to access the Checkout Flow.

How: To choose whether your orders are managed or unmanaged, navigate to your Checkout Flow and select the Activate Order subflow. Open the Activate Order action and find the Order Life Cycle Type input field. Enter {!unmanagedOrder} for unmanaged orders and {!managedOrder} for managed orders.

Example Activate Order action in the Checkout Flow