Workshop 2.2 Checkpoint
Let’s create an order with a promo discount:
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Go to CT Orders and click New.
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Complete the form as follows:
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Order Type: Order.
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Account: select an account, which is allowed to place orders.
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Price Book: price book you created earlier.
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Sales Organization: Default.
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Pricing Procedure: Promo.
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Stage: On-hold.
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Click Save.
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On the CT Orders tab, click on the newly created order.
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On the selected CT Order page, click Edit Cart.
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Open the Promotion tab and expand the SummerJam list of promo products on the left side.
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Select three products that you specified earlier in the Promo Products section (marked by a red frame) and click Add (1).
You can also add other products from the Promotion list, the discount will be automatically applied to each line item.
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Fill out the Delivery window.
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Set a different amount of items for each product to check the discount by level.
Notice, the product which was excluded from the discount calculation (2) does not have a discount. -
Click Save Draft.
The discount will be applied and the totals panel values updated.