Create an Order
You can create an order from your mobile device.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create orders: | CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
- On the Order overview screen, tap Take New Order.
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Select a customer.
Only customers who have the Orderer role assigned are available for selection.
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Select an order type.
The list shows order templates that are assigned to the user role with the document type as order entry. The system sorts the list based on the sort number that's specified for the order template. If the sort number isn’t specified in the order template, then the system shows the record at the end of the list.
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Tap Create.
If you create an order during a running tour for a tour customer or managed customer, then the system assigns the order to the tour.
Order items in an order are prepopulated based on the prefetching rules. For more information, see Order Management.
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