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Set Up and Maintain Retail Execution
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            Assign a Product Selector Group to an Order Template

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            Assign a Product Selector Group to an Order Template

            Product selector groups define how to show products in an order disposal list when orders are created on mobile devices. The groups also determine item view filters shown in a disposal list.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To assign product selector groups to order templates:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin

            1. From the App Launcher, find and select Order Templates.
            2. Select a template.
            3. In the Product Selector Groups related list, click New.
            4. Provide these details:
              FieldDescription
              Identification
              Level 1

              Product groups shown in order item list and item view filter in an order disposal list.

              • All
              • Basket
              • New
              • Promotion
              • Category
              • Sub Category
              • Brand
              • History
              • Out of Stock

              The options used to define the item view filters are:

              • All
              • Basket
              • New
              • Promotion
              • History
              • Out of Stock

              The options used to define product groups shown in an order item list are:

              • Category
              • Sub Category
              • Brand

              For an order template, you can't create multiple records with the same Level 1 value.
              Level 2

              Sublevels shown in an order item list. The field is relevant only if the Level 1 field is set to Promotion, Category, Sub Category, or Brand. The options are:

              • Promotion
              • Category
              • Sub Category
              • Brand
              Default Indicates whether an item view filter is the default filter for mobile devices.
              Order Template ID ID of an order template.
              The image shows the selected product selector groups in the order disposal list.
              product selector groups
            5. Save your changes.
             
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