Workshop 2.7 Checkpoint

When all settings are done, let’s create a new order to apply the configured discounts and fees:

  1. Go to the CT Orders tab and click New.

  2. Specify the following:

    • Order Type: Order.

    • Select Account.

      The Order Allowed checkbox must be selected on the Account details page.

    • Price Book: select a price book that you have created earlier.

    • Sales Organization: Default Sales Org.

    • Pricing Procedure: Fee per Order.

    • Order Stage: On-Hold.

      Checkpoint 1 2.7

  3. Click Save. The new CT Order is created.

  4. On the created CT Order page, click the Edit Cart button.

  5. On the left side, expand the Catalogs or Promotion in the corresponding section, select a catalog, promotion, or product, and click Add.

  6. Create the first delivery in the Delivery window and click OK.

  7. Set the quantity for each product and click the price tag to view the applied discounts. The totals panel values will be automatically updated.

    1. If you do not reach the required total price for the whole order cart, the total fee per order will be applied.

      Checkpoint 2 2.7

  8. Click Save Draft.

Now, you are able to additionally add discounts to any product in the cart by your hand if required.

``