Configuring Order Management
concept brazil Updated Sep 10, 2026 2 min read order-mgt-configuring.md
Learn how to configure the features and components that you need for customer and service order processing, depending on whether you are a provider or an enterprise customer.
- Install Order Management
You can install the Order Management application (sn_ind_tmt_orm) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. - Configure order enrichment flows using Decision Tables
Associate enrichment subflows with the product or service specifications by using the Order Enrichment Flow Policy in Decision Tables. - Configure the customer order task policy using Decision Tables
Define conditions for automatic generation of order header tasks and top order line item tasks by adding rows to the Customer Order Task Policy in Decision Tables. - Configure product order fulfillment policy using Decision Tables
Associate fulfillment subflows with the product specifications by using the Product Order Fulfillment Policy in Decision Tables for move order. - Configure service order fulfillment policy using Decision Tables
Associate fulfillment subflows with the service specifications by using the Service Order Fulfillment Policy in Decision Tables for move order. - Configure resource order fulfillment policy using Decision Tables
Associate fulfillment subflows with the resource specifications by using the Resource Order Fulfillment Policy in Decision Tables for move order. - Configure order fulfillment
Order fulfillment is the process for fulfilling customer orders by using Workflow Studio. - Configuring Fallout Management
As a provider, you can use Fallout Management to identify, investigate, and resolve order processing issues so that orders can continue processing through to completion. - Configuring compatibility rules for horizontal relationships
As a provider, you can use compatibility rules to establish horizontal relationships between the specifications of multiple products, services, or resources. - Asynchronous order processing for large customer and consumer orders
Asynchronous order processing handles high-volume enterprise and consumer orders without waiting for immediate processing, improving system performance for communications service providers (CSP) using Order Management. - Customize an order summarization skill in ServiceNow Otto for Order Management
Configure the ServiceNow Otto for Order Management application so that your order agent and fulfillment agent can use the generative AI skills in the CRM Workspace and Business Portal.
Parent Topic:Configuring Sales Customer Relationship Management applications
Related topics
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--- title: Configuring Order Management description: Learn how to configure the features and components that you need for customer and service order processing, depending on whether you are a provider or an enterprise customer. locale: en-US canonical_url: https://www.servicenow.com/docs/r/order-management/order-mgt-configuring.html release: brazil topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Configure, Sales Customer Relationship Management] --- # Configuring Order Management Learn how to configure the features and components that you need for customer and service order processing, depending on whether you are a provider or an enterprise customer. - **[Install Order Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/order-mgt-install-providers.md)** You can install the Order Management application \(sn\_ind\_tmt\_orm\) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. - **[Configure order enrichment flows using Decision Tables](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-order-enrichment.md)** Associate enrichment subflows with the product or service specifications by using the Order Enrichment Flow Policy in Decision Tables. - **[Configure the customer order task policy using Decision Tables](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-order-task-policy.md)** Define conditions for automatic generation of order header tasks and top order line item tasks by adding rows to the Customer Order Task Policy in Decision Tables. - **[Configure product order fulfillment policy using Decision Tables](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-product-order-fulfillment-policy.md)** Associate fulfillment subflows with the product specifications by using the Product Order Fulfillment Policy in Decision Tables for move order. - **[Configure service order fulfillment policy using Decision Tables](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-service-order-fulfillment-policy.md)** Associate fulfillment subflows with the service specifications by using the Service Order Fulfillment Policy in Decision Tables for move order. - **[Configure resource order fulfillment policy using Decision Tables](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-resource-order-fulfillment-policy.md)** Associate fulfillment subflows with the resource specifications by using the Resource Order Fulfillment Policy in Decision Tables for move order. - **[Configure order fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-order-fulfillment.md)** Order fulfillment is the process for fulfilling customer orders by using Workflow Studio. - **[Configuring Fallout Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-fallout-management.md)** As a provider, you can use Fallout Management to identify, investigate, and resolve order processing issues so that orders can continue processing through to completion. - **[Configuring compatibility rules for horizontal relationships](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/order-mgt-compatibility-management.md)** As a provider, you can use compatibility rules to establish horizontal relationships between the specifications of multiple products, services, or resources. - **[Asynchronous order processing for large customer and consumer orders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/asynchronous-order-processing.md)** Asynchronous order processing handles high-volume enterprise and consumer orders without waiting for immediate processing, improving system performance for communications service providers \(CSP\) using Order Management. - **[Customize an order summarization skill in ServiceNow Otto for Order Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/customize-order-summarization-skill-now-assist-order-management.md)** Configure the ServiceNow Otto for Order Management application so that your order agent and fulfillment agent can use the generative AI skills in the CRM Workspace and Business Portal. **Parent Topic:**[Configuring Sales Customer Relationship Management applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/som-configuring.md) **Related topics** [Order management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-order-management.md)
| title | Configuring Order Management |
| description | Learn how to configure the features and components that you need for customer and service order processing, depending on whether you are a provider or an enterprise customer. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/order-mgt-configuring.html |
| release | brazil |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | ConfigureSales Customer Relationship Management |