Order Templates

An order template defines the basic characteristics of orders, direct store deliveries, and cash handling.

There are three underlying record types for an order template.

An Order Entry is the standard record type for retail sales, van sales, and delivery documents. With an Order Entry, you can use these document types:

• Delivery: for direct delivery of pre-ordered products to a customer during a tour visit of inventory already loaded on the truck. These delivery documents come with precalculated values, and drivers can’t adjust the product quantities unless a Salesforce admin explicitly configures the system to allow it.

• Order Entry: for creating standard advance orders, direct orders, van sales orders, product returns, advertising materials, and free goods.

• Invoice: for billing and financial records. Transaction types include cash invoices (which require payment collection), credit invoices (no immediate payment collection required), credit memos (for returned products), and no-payment invoices.

In an Order Entry, you can give specific user roles the ability to view the template.

A Truck Load is for managing a vehicle’s inventory during direct store delivery and van sales. With a Truck Load, you can use these document types:

• Product Check In: for checking in returned and unsold products from the vehicle to the warehouse at the end of a tour.

• Product Check Out: for counting, verifying, and loading products from the warehouse to the vehicle at the start of a tour.

• Truck Audit: to perform physical audits of the truck's inventory. Warehouse checkers or guards can request these audits from drivers periodically to verify the truck's contents against the system's records.

  

  Note While you can see Truck Audit in the option list, it's not quite ready yet.

A Cash Document is for financial or cash handling documents during direct store delivery, and doesn’t include the Pricing configuration settings, meaning you can’t configure them for complex or Penny Perfect Pricing calculations. With a Cash Document, you can use these document types:

• Cash Check In: for checking in cash at the end of a tour.

• Cash Check Out: for checking out a cash float before beginning a tour.

You can associate the order template with a workflow that manages order approval. With a workflow, a Release button appears when the order can transition to the next state. At each transition, the workflow identifies the responsible person who can approve the next state. The workflow can support multiple required approvals.

Delivery date calculation has four options:

• Today: uses the current date.

• Built In: calculates the earliest valid date by adding the specified lead time to the current date, skipping weekends and holidays.

• No: leaves the delivery date blank so that it can be handled manually or when scheduling isn’t possible at the order time.

• User Exit: enables you to create your own calculation procedure to determine the delivery date for custom rules, such as customer-specific delivery windows, route-based scheduling, or cutoff time.

  

  Note While you can see User Exit in the option list, it's not quite ready yet.

An Order Template can enforce a minimum and maximum order value. You can also set quantity rounding to ensure that products are ordered in valid fractions of multiples of a product’s unit of measure:

• Rounding Default Off: starts with rounding disabled. The sales representative can enable it by using the UI.

• Rounding Default On: starts with rounding active. The sales representative can disable it by using the UI.

• Rounding Always On: enforces rounding.

The rounding direction (Up, Down, Nearest, Never, UserExit) is configured for each product at the logistics unit level, not on the order template.

An order template can specify a Document Transaction Type that dictates whether the driver must collect payment from the customer.

For Delivery documents:

• Delivery Cash Invoice: Creates an invoice that requires the driver to collect payment.

• Delivery Credit Invoice: Creates an invoice where no immediate payment collection is required.

• Non Valuated Delivery Note: Creates a delivery note showing pricing as a confirmation, while the actual legal invoice is created directly from the ERP.

• Valuated Delivery Note: Creates a delivery note that lists products and quantities but excludes pricing, with the legal invoice created from the ERP.

For Order Entry Documents:

• Cash Order: Creates an order confirmation where the user must collect the payment.

• Credit Order: Creates an order confirmation with no payment collection required.

• No Payment Order: Creates orders that are completely non-payment relevant.

• Van Sales Cash Invoice: Creates van sales orders where the driver collects the payment.

• Van Sales No Payment Invoice: Creates van sales orders where no payment collection takes place.

For Inventory Documents:

• Cash Invoice: Creates invoice documents that require payment collection from cash customers.

• Credit Invoice: Creates invoice documents with payment collection for credit customers who have exceeded their credit limit.

• Credit Memo: Creates a credit memo specifically for returned products.

• No Payment: Creates invoice documents that aren’t payment relevant.

When the sales rep is on-site, the app shows a disposal list, a prepopulated catalog of products. Rather than showing every product in the company's database, the system dynamically generates this list based on the rules configured by a Salesforce admin in the Order Template. Depending on these settings, a disposal list can automatically compile:

• Listed Products: Items authorized for sale at that store or customer via an Assortment or Authorization List.

• Historic Products: Items the customer has previously ordered (the system can look back at the last 5 released orders up to 180 days).

• Promoted Products: Products tied to active, customer-relevant promotions or tactics. If you also want sales representatives to be able to select products from active promotions, select Consider Selectable Promotion.

• Out-of-Stock Items: Products flagged as out of stock during a recent store survey, ensuring the rep remembers to reorder them. For out-of-stock items, you can preset a quantity to order.

• Specific Assortments: Specialized groupings like Sales Document Assortments (for example, strictly advertising materials) or Customer Selling Assortments.

You can choose whether the app shows the Disposal List as a hierarchy, or in a grouped flat list.

You can specify Special Order Handling to control which selectable promotions appear and whether standard products can be added:

• No: Excludes special-order promotions. The sales representative can add standard products to the order.

• Inclusive Special Order: Shows all promotions, including special-order promotions. The sales representative can add standard products to the order.

• Exclusive Special Order: Shows only special-order promotions. The Add Product button is disabled. The order is restricted to the special promotion's products.

The order template can specify that an order quantity be suggested based on existing stock, preorders, or previous orders. If an order quantity is suggested, the order template can determine whether scanning an item barcode selects the product, accepts the suggested increase, or adds the batch number.

The Price Control Settings on an Order Template determine how and when the system initiates complex price calculations for an order on a mobile device.

The Price Type setting determines the specific base price used when calculating product prices for an order. When you select a price type on the order template, it overrides the default price type that is assigned to the customer. The system calculates and shows product prices based on the template's price type, rather than relying on the customer's standard pricing setup.

The Compute Price methods dictate exactly when and how the system calculates the prices for an order. The available methods include:

• Offline (Button): This method is for Penny Perfect Pricing and requires the sales rep to tap a Calculate button to trigger the pricing engine. It’s the recommended method for complex configurations because it delivers the best system performance.

• Offline (Edit Mode): This method is also for Penny Perfect Pricing. It automatically triggers the calculation in the background whenever the user edits an order item, such as changing a product's quantity.

• Save and Add and Save: These methods are for native simple pricing (often referred to as legacy pricing). The system automatically determines the item prices and recalculates the order value whenever items are added, or when fields like quantity, unit of measure, and discount are edited

An Order Template can include up to five inventory references to tie orders to specific users, to ensure that stock levels are accurate. Because there are multiple inventory reference slots, you can configure complex scenarios to track inventory across several entities simultaneously.

The offline mobile app checks whether the calculation of an order is up to date whenever the user opens or submits an order. Use the Notify Outdated Calculation setting to alert the user when the calculation is outdated. Use the Recalculation Required setting to force recalculation of an outdated order when the user submits it:

• Always Calculate: recalculates the order without notifying the user when opening an order in edit mode or releasing an order. When opening an order in button mode, disables the submit button until calculation has occurred.

• No: submits the order without recalculating.

• Yes: recalculates any order from a prior date, without notifying the user.

• Yes (With Notification): recalculates the order at release time and notifies the user. The user can accept recalculation or cancel order submission.

The Order Template specifies whether to generate reports from the offline mobile app as orders are released:

• Pricing Log: captures detailed information about the calculations that the pricing engine performs during the order, including skipped steps and missing conditions.

• Rewards Log: captures how selectable promotion reward hurdles are evaluated, whether the hurdles were fulfilled, and which rewards or invalid free item products were granted to the customer.

• Create an Order Template
  Create an order template to define the characteristics of orders and determine the behavior of the offline mobile app at the point of ordering.
• Create an Order Item Template
  Order item templates define how products are handled in an order.