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Set Up and Maintain Retail Execution
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            Create an Order Template

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            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.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To create order templates:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin

            1. From the App Launcher, find and select Order Templates, and then click New.
            2. Select a record type, then click Next.
            3. Fill out the required fields in the Identification section.
            4. If you’re creating an Order Entry template, choose User Roles that can use the template.
            5. For Use Built-In Pricing, choose Yes to use built-in pricing or No to use Penny Perfect Pricing.
            6. In the Description section, provide a Description.
            7. In the New Creation section, choose whether the template allows orders to be created on the Laptop, on Mobility, or both. If the template allows order creation on Mobility, select Mobility Relevant to make the orders editable on mobile devices. If you don’t check the box, orders on mobile devices are view-only.
            8. Under Delivery Date Settings, choose the method of Delivery Date Calculation. If you use Built In calculation, specify Min and Max Lead Time, and whether to Consider Lead Time in the calculation.
              1. To allow sales representatives to change the delivery date, select Manual Adjustment.
              2. To force the system to verify that the delivery date is valid before releasing the order, select Check.
            9. In the Listing Settings, you can specify how the disposal list displays products from authorization lists. To consider the product listing for prefetching orders, select First Hit. Example: Parent account listing is considered when an account doesn't have a listing defined.
            10. In the Assortment Settings, you can include and exclude specific product groups. This capability is useful for independent stores that don't have standard corporate listings, or for restricting an order strictly to advertising materials.
            11. If you’re handling indirect orders fulfilled by a third-party distributor, under Wholesaler Control Settings select Wholesaler Required. To hide the Wholesaler field on the order, select Hide Wholesaler.
            12. Under Price Control Settings, you can choose how and when the system initiates complex price calculations for an order on a mobile device.
              1. To allow sales representatives to apply a discount to the overall order value, select Allow Header Discount.
            13. Under Inventory References, you can tie inventory to specific users.
            14. Under Miscellaneous Settings, you can specify when to generate Invoice IDs, when sync occurs, the platforms used to release orders, and whether sales reps can delete orders.
              1. Set Id Generation to specify when to generate order IDs.
              2. To use an offline number generator, choose or create a system number under Mobile Number Definition.
            15. Under Allowed Orderer Types, you can limit template visibility so that customers only see order templates appropriate for their purchasing method.
            16. Under pricing Configuration, choose pricing settings.
              1. Select the Pricing Type and the Pricing Date on which the price is effective. You can use the pricing type in a Calculation Schema Determination.
              2. To notify the user when the order calculation is outdated, select Notify Outdated Calculation.
              3. Select an option for Recalculation Required.
              4. Select an option for Generate Pricing Log.
              5. Select an option for Generate Rewards Log.
            17. Save your changes.

            See Also

             
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