Offline Order

Table of Contents

1. User Permissions and Synchronization
2. Create and Manage Orders
3. Edit the Order Cart
4. Additional Options

CT Orders is designed to create and manage orders via different channels. Using the CT Mobile app on iOS and Windows platforms, create orders on the spot in offline or online mode and send them to Salesforce during the synchronization.

Integrate the CT Mobile solution with the target system, such as CT CPG, CT Pharma, or CG Cloud.
Map the CT Orders objects with the target system for applying the overall logic.
Follow the guide to enable work with CT Orders in the CT Mobile app.
Take a workshop on how to create an offline order in the CT Mobile app.

In this article, you will find the necessary user permissions, a description of the Order Cart screen, conditions for displaying products, the steps to follow when creating an order, and a description of additional options.

1. User Permissions and Synchronization

Before starting to work with offline orders, please verify that the mobile users have the appropriate permissions for objects.

2. Create and Manage Orders

When the CT Orders is activated and customized for offline work and a mobile user performed the full synchronization:

The CT Orders menu item is available on the main menu.
1. Specify list views for sorting Order records.
2. Add Order custom related lists to the Accounts, Contacts, or Activities objects to manage orders.
The Order button is available on the Accounts, Contacts, or Activities records for order creation.
1. Tap the icon, specify the required data in the mini layout, and tap Create.
  
  Configure the layout setting for CT Order object to set up displayed fields in the mini layout.
2. Edit the new order on the Order Cart screen.

3. Edit the Order Cart

On the Edit Cart screen, the mobile user manages the current order.

3.1 Promotions and Catalogs

For CT Mobile iOS users
For CT Mobile Windows users

List of Products Order Cart iOS

List of Products Order Cart Windows

On the left side, select products from available promotions and catalogs. The Promotion tab is displayed by default.

Each promotion and catalog are collapsed by default.
Promotions and catalogs (including sub-catalogs) should be:
- Active.
- Assigned for the current Account record or all Accounts.
- Available for the current Sales Organization, the selected Order Type of the Order, and on Order and Delivery dates.
  
  All active catalogs (including sub-catalogs) are available for the CT Mobile Windows users.
Tap the promotion or catalog name to expand it and view product records.

The Expand icon is displayed only when the promotion or catalog has products.
- Products are arranged according to their order number (if given) or in alphabetical order.
- There can be products and bundles in promotions and catalogs, as well as catalogs can have sub-catalogs. When the catalog has sub-catalogs, products and bundles are available only in the sub-catalogs.
- Product details are displayed according to the compact layout.
- Only active products with the active assigned Price Book and the specified List Price are available.
Tap the icon to add a promotion or catalog. Tap the icon to remove the added catalog or promotion.
Use the Search box to find the record.
- The search is performed among products in catalogs, promotions, and products that are already added to the cart.
- You can search by several words separated by blank spaces.
- Search is carried out in the fields that are listed on the Search Results search layout and in the fields specified as the title and subtitle on the compact layout.
- Search results are saved when the mobile user switches the Promotions tab to the Catalogs tab.

3.2 Order Cart

Add products and manage them on the order cart.

Add and Remove Products

Tap the icon to add a catalog, promotion, sub catalog, bundle, or product to the cart. Products added to the cart disappear from the left section list. Swipe left to remove sub catalog, bundle, or product from the cart.
You can add () or remove () the whole catalog to/from the cart, if the Disable Mass Adding option is disabled. You cannot add a catalog if adding another catalog is still in progress (see the progress bar in the Catalog section).
In the CT Order cart, products are grouped into the Catalogs and Promotions sections. When you add products to the cart, the system checks the availability of each record.
All catalog products are gathered under the Catalogs section.
Promotion products are grouped separately under their respective Promotion names. The promotion sales and delivery dates are displayed in each promotion header. If the sales dates are empty, the delivery dates will be displayed instead of them.
The administrator can add custom fields for the order cart layout, including formulas and roll-up field types. The title bar is fixed so that users can scroll through the order cart without losing sight of the names of columns.

The Order Cart layout is managed by the Settings record of the Layout Setting record type for the Order Line Item object.

Filter products

Tap the icon to add a filter for products in the order cart. The filter must be set up in advance by the Filter Setting.
Tap Add Filter to add new filter.
Select desired filter criteria from the list and tap Apply.
Tap Apply to apply the filter.

For CT Mobile iOS users
For CT Mobile Windows users

CT Order Cart overview:

ios order cart

Product filter:

ctorders ios add filter

Order Cart Windows

3.3 Create the First Delivery

When a mobile user adds the first product, the Delivery pop-up appears. Delivery dates are controlled by the Settings record with the Limit Setting record type. To add delivery limits, follow this guide. To set up delivery addresses, refer to this article.

The mobile user cannot delete a single delivery.

If no limits are set, the first delivery date is set as the current date and the end date is set as the last date defined by the calendar.
Deliveries are sorted by date. If multiple deliveries are added for the same date, they will be sorted by the Address field (in ascending alphabetical order).
The Address field is populated based on the Address Setting record defined for the Sales Org.

In the CT Mobile iOS app, tap the Expand Order Cart icon to hide the catalogs and promotions on the left side for a better experience with items in a filled cart.

3.4 Add More Products and Specify Product Quantity per Delivery

Add more products to the cart.

Tap the icon (iOS) or tap the Plus button next to the first delivery (Windows) to create one more delivery if needed.
Set quantity of each product for each delivery using the plus and minus buttons.
- The quantity will change proportionally based on the multiplicator value for each product.
- More details about the product and bundle calculation are available here.
- After making changes to the order cart, new prices will be calculated automatically on the timer, if the Web Service is disabled.
Organize products in cart by max or min quantity for the selected delivery.
Pin delivery as the first one in the order cart.
Delete delivery if needed.

For CT Mobile iOS users
For CT Mobile Windows users

ctorders ios add delivery

Create Delivery Windows

3.5 Review the Order

When the cart is full and all deliveries are set, review the order price and discounts in the Total Panel at the bottom of the screen.
To customize fields in the total panel, create the Settings record with the Totals Panel Setting record type with custom fields. The maximum number of fields displayed is 4.

3.6 Export Order Data

To enable this feature, configure the Export CSV setting.

Tap Actions menu → Export to File.
Select fields to export (or leave preselected fields, if they are configured in the Export CSV setting).
Tap Export.
Tap Share to open standard iOS sharing dialog.

3.7 Complete the Order

Depending on the mobile user’s decision, the order status will be changed. We recommend getting familiar with the Order Change Manager logic. Do not manually change the Stage value on the Order record screen to avoid missing validations.

Tap Save draft to save the cart without validation on the mobile device.
Tap the Actions menu → Cancel order to exit the order cart without saving changes.
Tap the Complete button to complete the order.

The order cannot be edited on a mobile device after it has been completed. For more information about the order stages, refer to Order Stages. To edit the order:
1. Go to the CT Orders menu item or the custom related list on the Accounts, Contacts, or Activities menu item.
2. Select the order.
3. Tap Edit Order in the Actions menu.

For CT Mobile iOS users
For CT Mobile Windows users

actions order ios

Save draft Windows

4. Additional Options

4.1 Freebies

If specified, tap the Freebies button.

Review freebies for a delivery and tap Add products. Freebies will be validated and added to the cart.

It is possible to set up freebies distribution. For example, use the Delivery Control option to add freebies to the first or last delivery.
If the quantity of the cart products has been changed, tap the Freebies button again to recalculate freebies to the order.

For CT Mobile iOS users
For CT Mobile Windows users

Add Freebies iOS

The feature has not been implemented yet.

4.2 Price Tags

If specified, the Price Tag icon next to the added product indicates the status of the discount. Tap the icon to view a currently applied discount.

For CT Mobile iOS users
For CT Mobile Windows users

price tag ios