Workshop 2.1 Checkpoint

Let’s create an order with a discount for the selected client’s account:

  1. Go to CT Orders and click New.

  2. Complete the form as follows:

    • Order Type: Order.

    • Account: sForce.

      The Order allowed checkbox must be selected on the account details page.

    • Price Book: select the price book you created earlier.

    • Sales organization: Default.

    • Pricing Procedure: Account_discount.

    • Stage: On-hold.

      add conditions 2020 08 26

  3. Click Save.

  4. On the CT Order tab, click on the newly created order.

  5. On the selected CT Order page, click Edit Cart.

  6. Expand the catalog on the left side and select some products.

  7. Click Add.

    add conditions 2020 08 26 1

  8. Fill out the Delivery window.

  9. Set the different amounts of items for each product to check the discount by the levels.

  10. Click Save Draft.

The discount will be applied and the totals panel values updated.

``