Create an Assortment
Use assortments based on the clients' business size, contracts, loyalty, or other attributes to promote your lists of products for different types of clients.
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Create a new assortment that represents the list of available products as a unit.
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Add CT Products to the assortment:
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the same products can be used in more than one assortment;
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the Assortment record and CT Product records should be active.
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Create an Assortment
To create an assortment:
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Go to the Assortments tab and click New.
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Fill in the assortment parameters, such as:
Read the description of each parameter here. -
Enter the Assortment name;
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Specify the Start Date and End Date of the assortment promotion;
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Set Default Assortment to use this record as default for all Accounts without personal assortments;
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Set Active.
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Click Save.
The setup is complete. Now, add products to the new assortment.
Add CT Products to Assortment
To add a product to the assortment:
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Go to the Assortments tab and click on the required Assortment record.
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On the Related tab, click New in the Assortment Products section.
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Specify parameters:
Read the description of each parameter here. -
In the CT Product picklist, select the required product.
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In the Sort Order field, enter a number of the product position in the assortment.
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Set Required if needed.
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Click Save.
The assortment is created.