Order Management in the Clarity eCommerce Framework is the combination of three working parts: the customer-facing Orders Tab in the User Dashboard, the Admin Orders module in the back office, and the Sales-Group that threads quotes, orders, sub-orders, and invoices into one traceable transaction. Per the platform, the Orders Tab of the User Dashboard is used by Customers to view all purchases that have been made through the eCommerce Platform, with a detail view that shows line items, billing / shipping information, status, totals, and a UI to re-order any or all items from an order from any past order, invoice, quote or return.
On the Merchant side, administrators use the Sales Orders module to view and manage every order placed by customers during Checkout. Orders can be marked as confirmed, tagged for payment capture, voided, given notes, tagged with tracking status, and marked as shipped. Staff can attach supporting documents (BOL, BOM, certificates, tax forms) and route orders through the warehouse and AR workflows you already run. Because Sales Groups thread the originating quote, the order, and any sub-orders that split off the downstream invoices into one chain, a buyer, an approver, a CFO, and an AR clerk all see the same lifecycle from whichever entry point they happen to land on.
So, how is Order Management implemented into the Clarity platform? Order Management is a core component of the Clarity eCommerce Framework's B2B layer, working alongside Account Hierarchy (so every authorized User on the Account sees the same orders), Quoting & RFQ (the upstream origin of many B2B orders), Invoice Payments (the downstream financial settlement), and Shipping & Fulfillment (the warehouse, carrier, and tracking layer that drives sub-order status updates).
A consumer order has one shopper, one card, one shipment, one tracking number. A B2B order has a buyer who shops, a manager who approves, a finance lead who reconciles, a CFO who reports, multiple Ship-Tos, potentially multiple suppliers, and a fulfillment path that may split across warehouses. When the storefront pretends those differences don't exist, your AR team spends the rest of the week patching the gap.
If the storefront doesn't expose real-time order, sub-order, and shipment status to every authorized User on the Account, your customers default to calling. Multiply by 1,300 B2B accounts and you have a full-time job answering status calls that the system should answer itself.
The buyer requests a quote. Procurement converts it to an order. The warehouse splits it into shipments. AR sends an invoice. Without a Sales-Group spine, those four artifacts have no common ID, and reconciling them is forensic spreadsheet work.
If you run a marketplace where one cart contains items from multiple suppliers, the order needs to split into per-supplier sub-orders so each supplier fulfills, ships, and (often) invoices their own portion. The customer still sees one parent order.
One order shipping from three warehouses to two Ship-Tos is the rule, not the exception, in B2B. When the storefront can't handle that splitting cleanly (sub-order tracking, separate carriers, rolled-up status), the warehouse improvises and the customer is confused.
B2B buyers re-order constantly: the same parts list every month, the same office supplies every quarter. If “re-order this” isn't one click from a past order, you lose conversion to whichever competitor made it easier.
If orders flow into the ERP but status, tracking, and fulfillment updates don't flow back to the storefront, the customer-facing experience goes stale within hours. You need bi-directional sync, not just a one-way feed.
The cost of inaction is real. CSR teams at B2B distributors and manufacturers routinely report that 30–50% of inbound call volume is order-status, tracking, and “where's my shipment” questions. These calls exist only because the customer can't self-serve the answer. Order Management with Sales-Group visibility and real-time ERP sync deflects most of them back to the Dashboard, where the customer can answer their own question in five seconds.
Six platform capabilities that turn a flat list of orders into a complete B2B order-management experience: lifecycle traceability, sub-order splits, multi-warehouse allocation, and the Admin tools your staff actually need.
List view of every order placed through the storefront. Detail view shows line items, billing and shipping addresses, current status, totals, sub-order shipments, tracking, and the re-order UI. Visible to every authorized User on the Account.
Sales Groups thread quote → order → sub-orders → invoice. Customers and admins can enter at any of those points and see the whole chain. Particularly valuable for CFOs who arrive at an invoice and need the full provenance.
Multi-supplier marketplace orders auto-split into one sub-order per supplier. Split-shipping orders split per shipment / per Ship-To / per warehouse. Each sub-order tracks status, carrier, and tracking number independently while rolling up to the parent.
Staff use the Sales Orders module to confirm orders, tag for payment capture, void, add notes, attach tracking, attach supporting files, and mark shipped. Every change is logged against the order and surfaces in the customer-facing detail view.
Allocation logic chooses which facility ships each line based on inventory, ship-to proximity, carrier compatibility, and the rules you configure. When a single order draws from multiple warehouses, it splits into sub-orders along facility lines.
Re-order any or all items from a past order in one click. Past-order re-order is one of the eight out-of-the-box reorder paths in CEF, alongside Wish Lists, Favorites, Shopping Lists, Subscriptions, Quick Add, bulk CSV upload, and invoice re-order.
One source of truth across storefront and ERP. Order Management is the most reconciliation-heavy module in any B2B platform, and getting bi-directional ERP sync right is what separates a working installation from a daily fire drill. Clarity Connect syncs orders, sub-orders, line items, status changes, tracking, fulfillment events, and Sales-Group lifecycle data both ways in real time across thousands of API endpoints and 25+ ERPs. Supported platforms include SAP S/4HANA / ECC, Oracle NetSuite / EBS / JDE, Microsoft Dynamics 365 (Business Central, F&O), Sage Intacct / X3 / 100, Acumatica, Epicor Kinetic, Infor CloudSuite / M3 / SyteLine, SYSPRO, and many more.
A walkthrough of the Orders Tab in the User Dashboard: the customer-facing view of every order placed through the storefront, with the detail view that surfaces line items, billing & shipping, status, totals, and one-click re-order. This is what your B2B buyers, approvers, finance team, and CFO see when they log in. (Companion demos on the Order Detail view, the Re-order flow, and Sales Groups are linked in the FAQ below.)
Seven steps that show the full Sales-Group lifecycle: what the buyer sees, what staff do, and what the CFO can self-serve.
A buyer User on the Account checks out from the cart, or accepts a quote that converts to an order. The order is created under the Account and immediately appears in the Orders Tab of every authorized User's Dashboard.
Clarity creates (or attaches to) the Sales Group that threads the originating quote, the new order, any sub-orders that result from splits, and downstream invoices into one chain with one ID and one audit trail across the entire transaction.
In the Admin Orders module, staff mark the order confirmed, tag for payment capture, add internal notes, and attach any required documents (POs, BOLs, tax forms) before fulfillment kicks off.
Multi-supplier marketplace orders auto-split into one sub-order per supplier. Split-shipping orders split into one sub-order per shipment. Each sub-order tracks its own status, tracking, and fulfillment while rolling up to the parent.
Multi-warehouse allocation logic chooses the right facility for each line based on inventory, ship-to proximity, and rules you configure. The result is visible to the customer in the Order Details view, so the field office knows exactly which warehouse their shipment is coming from.
As each sub-order ships, staff attach tracking numbers and mark shipped in the Admin Orders module. Status and tracking flow into the customer-facing Order Detail view in real time, and into the ERP through Clarity Connect for AR and inventory.
From the Orders Tab in their Dashboard, the customer can re-order any single line item or every item from a past order in one click. Past-order re-order is one of the eight out-of-the-box reorder paths in CEF, alongside Wish Lists, Favorites, Shopping Lists, Subscriptions, Quick Add, bulk CSV upload, and invoice re-order.
Order Management done right doesn't just modernize your storefront. It deflects support calls, accelerates AR, shortens reorder cycles, and gives your CFO-level customers the visibility that earns long-term contracts.
“Where's my order” calls drop sharply when buyers, approvers, and finance leads can self-serve real-time status, sub-order tracking, and shipping detail from their Dashboard. No need to dial in and ask.
A CFO who receives an invoice can see what was bought, where it shipped, which buyer placed the order, and the current status of every line. The Sales Group surfaces all of that without a single phone call.
One-click re-order from a past order collapses the “same parts list, same Ship-To, same approved card” flow from minutes to seconds. B2B revenue is repeat business. This is where it accelerates.
Sub-orders per supplier let you scale your marketplace without hand-coordinating fulfillment. Each supplier sees only their lines, fulfills independently, and gets paid through their own settlement. The buyer sees one parent order throughout.
Multi-warehouse allocation reduces split-shipment costs, prefers the closest facility with inventory, and lets you tune routing rules as your distribution footprint grows. No one has to hand-route line items.
Sales Groups give every order a complete chain of custody from quote to invoice. Compliance and finance audits get clean answers without forensic spreadsheet work. The data is already linked, attributed, and timestamped.
The people who benefit span every B2B persona on both sides of the relationship: buyers get faster re-order cycles and real-time status, managers get visibility into what their team is buying without having to copy them on every email, finance teams get audit-ready order-to-invoice chains, CFOs get panoramic order visibility through Sales Groups without doing any buying themselves, your warehouse and fulfillment staff work cleaner sub-order queues with the right allocation logic, and your CSR and AR teams stop answering “where's my order” calls and start working actual exceptions. Clarity Ventures customers ranging from Disney and Merck to San Diego Airport and Fujitsu run this exact pattern at enterprise scale through CEF and Clarity Connect.
Schedule a 30-minute walkthrough and we'll show Order Management running against a sandbox of your own orders, sub-orders, Sales Groups, and warehouses, with bi-directional ERP sync through Clarity Connect. Customer Orders Tab, Admin Sales Orders module, marketplace sub-order splits, multi-warehouse allocation, one-click re-order. Whatever your B2B order pattern needs is already built in.
