Sales Organization Tab

The Sales Organization tab is the Lightning page which you can customize for convenient use. On this tab, all related order info is displayed in one place. You can track orders, products, prices, and discounts. For example:

Sales Org page

Per each Sales Organization:

  1. The main CT Orders settings are divided into corresponding record types for the selected Sales Organization.

    • Object Settings is intended to configure the mapping of CPG / Pharma package objects.

    • Address Setting is intended to store the address field location and SOQL filter to search for delivery addresses for an account.

    • Order Mapping is intended to configure field mapping for orders.

    • Order Line Item Mapping is intended to store order parameters given the price books and discounts.

    • Delivery Line Item Mapping is intended to store the number of products per order delivery.

    • Layout Settings is intended to store configurations of Catalog, Promotions, and Order layouts for Salesforce and the CT Mobile app.

    • Total Panel Settings is intended to store the parameters of the summarized price display according to conditions on the order layout.

    • Limit Settings is intended to store delivery limit setups for an order.

    • Split Settings is intended to store setups, which are used to split the order into suborders for further integration with the customer ERP system.

      Available since CT Orders 2.0.

  2. Assigned users can create orders for the Sales Organization.

  3. At least one assigned Catalog to create an order. Catalogs can have a hierarchy and be assigned per Accounts.

  4. At least one assigned price book in which prices per CT Product in the catalog are listed.

  5. Optionally, an assigned Promotion that defines the availability of discounts and freebies. Specify the structural discounts and promotion conditions, such as priority, multiplication or addition, and exceptions, based on the CT products and the CT product quantity in the order basket.

  6. Pricing procedures define discount prices, promotions, and contracted conditions. Pricing procedures relate to an order type and Sales Organization.

  7. The Order creation section.

See also:

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