Create an Order Item Template
Order item templates define how products are handled in an order.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create order item templates: | CGCloud Business Admin OR CGCloud Retail Business Admin |
Here are the types of products:
- Standard products: Products that are sold at a store.
- Product samples: Free goods that are distributed as testers or samples.
- Product returns: Products to be returned.
- Empty products: Container products, such as empty bottles, crates, pallets, or gas containers.
- From the App Launcher, find and select Order Items Templates, and then click New.
- Select a record type, and then click Next.
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Provide these details:
Field Description Identification Order Item Template Name Name of an order item template. Short Text Short description of an order item template. Save Zero Quantity Indicates whether order items are stored even if the quantity is zero. User Special Price Indicates whether a special price can be entered for an order item. Active Indicates whether a template is active. Position Attribute in the PrdProposalCustomerAssortmentPrdRel table related to order item template. Creation Platform Platform on which an order item template can be used. Sales Org Sales org of an order item template. Description Description Language 1/2 /3/4 Description of an order item template in the languages configured for the sales org. Listing/Assortment Settings Closed Listing Indicates whether an order item can be added to an order that contains products from a closed listing.
If Closed Listing is set to true and if all the listings used for the proposal list have Obligatory set to true, products outside the listing can’t be added on the Add Items page during order taking.
Assortment Relation Indicates whether to consider an assignment of products to customer-selling assortments for the generation of disposal list. Control Settings Check Max Quantity Specifies whether an order item can exceed a maximum quantity when you release an order. The options are:
- No
- Yes
- Warning
Consider Delivery State Indicates whether the delivery state of a product is considered when an order is created. If this option is selected, then you can't order products that don't have a valid delivery state. For example, sales reps must be able to add returned goods to an order even if the product isn't available. So, this option isn't selected for order item templates used for sales returns. Modify Quantity Specifies whether you can modify an order item quantity. The options are:
- None
- No
- Yes
- Only Increase
- Only Decrease
This option is supported only for manual modification of items in special orders, delivery, truck loads, and free items generated via complex pricing.
Max Quantity The maximum quantity that can be ordered for an order item. Modification Reason Specifies whether to enter a reason for modifying the order quantity:
- Not Required
- Optional
- Mandatory
Logistic Unit Settings Default Logistic Unit Logistical unit shown while adding products through bar code scanning. Logistic Category Logistical units to show in addition to the default logistic unit. Value Calculation Settings Price Effect Determines how the value of an order item is used to calculate the total order value. The options are:
- Additive: Adds the value of the order item to the order value.
- Subtractive: Deducts the value of the order item from the order value. Used for product returns.
- Neutral: Doesn't consider the value of the order item for calculating the order value.
The item value is calculated as Quantity x Factor of the Logistical Unit x Price.
Quantity Suggestion Quantity Suggestion Policy Specifies whether to suggest a quantity for order items. The options are:
- None
- No
- Ordered Quantity: Suggests a customer's previously ordered quantity for an item.
- Delivered Quantity: Suggests a customer's previously delivered quantity for an item.
Inventory Control Use Inventory Indicates whether inventory control is used. If this option is selected, and the system doesn’t find any relevant inventory when an order is released, then an inventory is created and the initial value of the inventory is updated. Check Inventory Overdraft Specifies whether inventory can be overdrawn. The options are:
- No
- Yes
- Warning
Use Quota Indicates whether a quota can be used. Check Quota Overdraft Specifies whether the quota can be overdrawn. The options are:
- No
- Yes
- Warning
Mobility Settings Exclude Quantity Rounding Indicates whether automatic rounding of order quantities is applicable to order items. If this option is selected, the quantity entered for order items isn't rounded even if automatic rounding quantity is enabled in the order template. Movement Direction Direction of inventory movement when order items are added. The options are:
- In: Inventory moves in when an order item is added to the order. For example, product returns.
- Out: Inventory moves out when an order item is added to the order.
- None: There’s no movement of inventory. For example, the return of empty bottles of beverages.
UoM Scan Default Unit The default logical unit of a product that's added to a product using barcode scanning. The options are:
- None
- Sales Unit
- Consumer Unit
- Layer
- Pallet
Scanning Increment Increment in product quantity that's added in an order using barcode scanning. UoM Scan Behavior Unit of measure for products that are added in an order using barcode scanning. Complex Pricing Configuration Complex Pricing Relevant Indicates whether a user can specify advanced pricing-relevant information for an order template. Calculation Group Calculation group relevant to calculation step. The options are:
- Delivery
- Free Item
- Return
- Return Resale
Item Meta Rule Item meta rules of an order item template. Item meta rule specifies the effect of sales document item template on advanced pricing calculation for several usages. Define item meta rules by these filters:
- According to the Price Effect
- All Items (Total)
- Delivery (Excl. Free Item)
- Delivery (Incl. Free Item)
- Returns Only
The Pricing Configuration section on the New Order Template page is available only when the order template type is either Order Entry or Truck Load. The section isn’t available for the Cash Document order template type. - Save your changes.
- Create an Order Item Inventory Transaction
An order item template can be associated with multiple inventory templates and inventory transaction templates.
