Sales Order
A sales order captures a customer’s commitment to purchase products or services, serving as a clear and organized record that guides the entire fulfillment process. From the user’s perspective, sales orders provide transparency by tracking what the customer has ordered, what inventory needs to be allocated, what has already shipped, and what remains pending.
The seamless conversion of sales orders into invoices or cash sales further streamlines the user workflow by automatically populating all item details, quantities, and prices. This eliminates manual entry, reduces errors, and allows users to focus on fulfilling orders efficiently and accurately—enhancing both operational productivity and overall user satisfaction.
Role
Design Lead
Employer
Oracle
Platforms
Web, Mobile
Areas
Research, Strategy, Design
Approach
The primary challenge centered on stakeholders’ desire to fully reimagine the sales order process. To ensure our solution addressed real user needs, we conducted in-depth engagements with customers across a range of contexts—including B2B, B2C, subscriptions, and open sales orders. By closely studying their workflows and listening to their expectations, our team gained actionable insights that informed our design direction. This understanding empowered us to define key priorities, balancing foundational enhancements with the introduction of innovative, user-driven features.
