Creating an Offline Order (4.0)

Learn how to create a basic order in the CT Mobile app and which additional options are available for CT Mobile iOS and CT Mobile Windows users.

Create a New Order

To create an order in the CT Mobile app:

  1. Open the desired record of the Account, Contact, or Activity object.

  2. Tap the Actions menu and tap the Order button.

  3. Check and fill out the required details of the order:

    • Verify Sales Organization, Order Type, Price Book, and the related Account record.

    • Fill out additional fields if added.

  4. Tap Create when all fields are filled out and validated.

The Order Cart screen is displayed.

Fill Out the Order Cart with Products

On the Order Cart screen, add products from the available catalogs and promotions.

  1. Tap on the Catalogs or Promotions tab to unfold the appropriate list of sub-catalogs, bundles, and products.

  2. Tap the arrow next to a product, bundle, sub catalog, catalog, or promo to add it to the cart.

  3. When you are adding the first item to the cart, you should create the first delivery.

    1. Tap the Address to select the corresponding address.

    2. Tap the Date to choose the delivery date.

    3. The created delivery is displayed at the top of the cart. To edit or delete created deliveries, tap on the delivery header to open it for editing.

  4. Add more products and bundles to the first delivery.

  5. Set up quantities per each product in the order for the first delivery. Swipe left the product to delete it from the cart.

  6. Tap on the New Delivery icon in the header to create a second delivery.

  7. Repeat steps 4–5 to complete the second delivery.

  8. Repeat steps 6–7 to complete the cart with the desired number of products divided by deliveries.

The order cart is filled out. The total discount and total price are calculated and displayed at the bottom of the screen.

Depending on the settings, there can be more options for the order, for example, a mobile user can add freebies to deliveries or recalculate the price using the SDK step.

Complete the Order

When all the products are added to the cart, freebies are distributed, and the deliveries are specified, tap the Complete button at the top of the screen to complete the order.

  • The order cannot be edited on a mobile device after it’s been completed.

  • The order will be sent to Salesforce for further actions that are required according to your business logic.

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