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Configure the Orders portal

This page explains how to configure the Orders portal in LUMA. Configuration for routes, processes, accounts, and related elements continues to follow the existing Canopy ordering prerequisites, with no changes to these requirements. The Orders portal is configurable in both Canopy and portal workspaces.

Enable the Orders menu item

In LUMA, add the following site group metadata to the site to enable the Orders menu item in the site’s main left-hand navigation:

{ "group": "orders" }

Browse and order assets covers the corresponding end-user journey.

Add an orders asset list page

From the orders asset list page, you can find assets and place orders directly.

In LUMA, add an asset list page to the orders site with the following metadata:

"type": "CollabOrderAssetList"

To make the Download button available from the asset details panel, add the following metadata:

"ui": { "allowDownloadAssets": true }

To display the Order Delivery Address dropdown menu in the Add to route modal, add the following metadata to the route in LUMA:

{
  "destination-type": "Location"
}

Add an orders list page

An orders list page displays a list of all orders for the current domain.

In LUMA, add an orders list page to the orders site with the following metadata:

"type": "CollabOrderList"

Find and manage orders covers the corresponding end-user journey.

Configure the draft order summary

You do not need to configure anything extra to enable the draft order summary itself. It is available provided the order is accessed from a list page with the CollabOrderList page metadata applied.

Configure delivery type fields

Add fields to the LUMA type view to display them at the bottom of the Delivery details section. For each field, configure:

  • Whether the field is required.

  • A default value, if applicable.

  • Whether the field is enabled or disabled.

Configure payment accounts

Add payment accounts in LUMA to display them in the Payment section.

  1. In LUMA, within Accounts, configure the account type appropriate to your needs:

    • Strict: a credit limit that cannot be exceeded.

    • Loose, with a target value: the target value creates the credit limit for the account.

    • Loose, without a target value: no credit limit applies.

  2. When configuring a Loose Account, enter a value into the Target field in the Info section to set its credit limit.

Manage a draft order covers the corresponding end-user steps.

Enable the committed order summary

To print order confirmations, enable the Allow Print Views > Order Detail service in LUMA.

Track a placed order covers the corresponding end-user steps.