Order Management

Note Check out this feature in Salesforce Go! Explore more content and discover related features. See Discover and Set Up Features With Salesforce Go.

Considerations for working with orders are:

• On a mobile device, one store can have up to 5 historical orders.
• One order can have up to:
  • 40 selectable promotions
  • 2,400 items in disposal list
  • 350 ordered line items
  • 160 reward groups
  • 400 hurdles
  • 160 rewards
  • 28 calculation steps
  • 12 calculation steps with search strategies
  • 16 calculation steps without search strategies
  • 100 search steps
  • 12 found conditions per line item
  • 9,800 calculation steps
  • 35,000 search steps
  • 2,100 found conditions
• When you import an order in an Excel sheet, you can import up to:
  • 3,000 line items in data source
  • 350 line items
  • 2-MB data
  • 5 data columns

Products can be prepopulated in the order item screen based on the authorization list—a specific type of product assortment—if these conditions are met:

• Product is active
• Consider Listing is Yes in Order templates
• Record Type is Assortment List in Product Assortment Templates
• Order date is between the valid from and valid to dates in Assortment Products
• Product Assortment Template is active
• Product has at least one default UoM—Is Order Unit and Order Ability are set to True
• The product has at least one UoM with Is Price Unit set to True.
• If Consider Field Availability is Yes in the order template, the order date is between the product’s Field Valid From and Field Valid To dates
• If Consider Delivery State is Yes in the order template, the order date is between the product’s Delivery Valid From and Delivery Valid To dates

Only products with the default UoM are shown. To add products that use a UoM that’s not the default, select Add Items.

The products are further filtered from the Assortment List based on listing module and listing classification when Consider Modules is set to True in Customer Extension.

Note For the Consumer Goods Cloud offline mobile app, the prepopulated list can also be sourced from Sales Document Assortments, Promotions, or Out of Stock products from the survey and the order history.

	Dive deeper into Salesforce Help. Create an Order Create an Advanced Order
	Use Trailhead to build and test your skills. Order Management for Admins in Consumer Goods Cloud Order Management for Sales Reps in Consumer Goods Cloud

• Order Templates
  An order template defines the basic characteristics of orders, direct store deliveries, and cash handling.
• Order Payments
  You can review paymentsfrom the Order Header page of the Consumer Goods offline mobile app.
• Create an Advanced Order
  Create advanced orders through the Lightning Web Component in the Consumer Goods Cloud Desktop app. Orders are generally created by field reps on mobile devices during store visits. However, sales managers, supervisors, or sales reps can place orders through the CGCloud Desktop app when store managers contact them directly via the call center or the local sales office.
• Indirect Orders
  Indirect orders is a mechanism where a sales representative takes an order from the store and the order is fulfilled by the manufacturer’s wholesaler or a distributor.
• Validation Checks for an Order
  When you create an order, the system performs certain checks. Keep these validation checks in mind before submitting an order through the Consumer Goods Cloud Desktop app.
• Limitations for Orders on the Consumer Goods Cloud desktop app
  Certain functionalities, including product assortments and filtering options, aren't available for advanced orders on the Salesforce org. Keep these limitations in mind while placing an order through Lightning Web Component (LWC) on the Consumer Goods Cloud desktop app.
• Order LWC UI Extensibility
  Create personalized orders by customizing and setting up their order templates. Customize the fields shown on the order pages by configuring the JSON (for individual pages) on the Order Templates page. With the custom fields, you can include additional context and tailor advanced orders on the desktop app as per your requirements.
• Business Logic (BL) Extensibility
  Adjust or enhance the business logic for orders by using customizations through a Lighting Web Component or the APEX (custom class) to tailor the orders on the Consumer Goods Cloud Desktop app as per your requirements. When you click the Save button on orders UI, the custom logic is invoked through an API. You can add custom logic before or after the core logic (save action). You can also customize the list of products shown as part of the proposal list.
• Advanced Order Enhancements with Pricing Information Fields
  All pricing fields are persisted with the values calculated by the Penny Perfect Pricing (PPP) engine for advanced orders on the Consumer Goods Cloud desktop app. Saving pricing information for orders and order items lets you create insightful reports.