Set Attribute Values in Order Template
To use Penny Perfect Pricing for orders, make sure that these attributes are set in the Order Template object.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
In the Price Control Settings on Order Template, for the Price Type field you can select:
- Offline (Button): If you want a user to click a button to calculate an order price. This is the preferred option for complex pricing configurations.
- Offline (Edit Mode): If you want the order calculation to happen automatically whenever the quantity of a product is changed. Change the quantity of a product, and then click another product to calculate the price.
Consumer Goods Cloud supports orders for direct and indirect customers fully offline. Orders are based on different order types with Penny Perfect Pricing, fast order capabilities, promotion-based orders, and mobile printing. Promotion-driven orders based on conditions with constraints help users upsell. The system calculates a Penny Perfect Price based on flexible rules and pricing conditions.
You can initiate order calculation in these ways. The selection of either of the options depends on the complexity of pricing configuration.
- Manually using the Calculate button: This button is visible only if Price Type is set to Offline (Button) in the Price Control Settings section for the order template. For complex configurations, this option gives the best performance.
- Automatically by direct calculation: Calculation is initiated automatically when you edit
the quantity of a product in an order and select another product in the disposal list. This
is triggered only if you set Price Type to Offline (Edit Mode) in the Price Control Settings
section for the order template.
The accurately calculated result is:
- Visible on mobile devices
- Available in print friendly format
- Stored in a pricing info file, which is attached to the order and synchronized to Salesforce. Users can review the pricing info in the online (desktop) system.
Order calculation stops if the mandatory conditions aren’t found. For example, if the base price is mandatory for a calculation process, but isn’t available for all the ordered products, the order isn't calculated. If Skip Selectable Promotion is selected for a specific discount, the calculation steps aren’t executed for the order items linked with selectable promotions. However, all other calculation steps, such as base price calculation, are executed for selectable promotion items.

