About CT Orders Solution

CT Orders is a powerful and comprehensive order management solution that works in conjunction with your ERP or Salesforce CRM system and the CT Mobile app. Go to CT Orders Features Overview to find all the features available in the CT Orders package and CT Mobile app by the feature release version.

Available only in Salesforce Lightning Experience interface.

Architecture

The CT Orders package is designed to seamlessly fit into your organization’s workflow, offering three various approaches to the implementation of the CT Orders:

  1. CRM: CT Pharma / CT CPG + CT Mobile.

  2. ERP + CRM as front end: SAP + CT Pharma / CT CPG + CT Mobile.

    In this case, promotions must be received from SAP.

  3. Combination of ERP and CRM: SAP + CT Pharma / CT CPG + CT Mobile.

    In this case, you can set parameters in both ERP and CRM. For example, ERP stores long-term discounts per segment according to the client and brand. On the CRM side, brand managers can provide short-term promotions given the marketing strategy for a new product.

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Package Setup and Configuration

To start using CT Orders, the system administrator should follow these steps:

  1. Install CT Pharma/CT CPG and CT Orders packages.

  2. Set up the Salesforce instance.

    1. Define Product and Activity objects.

    2. Configure the required mappings.

    3. Add permission to create orders for required accounts.

    4. Create and assign Catalogs and Promotions.

  3. Create a Sales Organization.

    1. Assign users.

    2. Create and assign price books.

  4. Set up addresses.

  5. Create the appropriate layouts and customize the Totals panel.

  6. Additionally, define the desired order types and delivery restrictions.

  7. Configure the price calculations and discounts.

  8. Set up Freebies distribution.

  9. Add product validations in the order cart with the help of limit rules, product availability, and quotas.

  10. Additionally, set up integration with CT Mobile for offline order creation.

  11. Additionally, configure Web Service.

    In Salesforce, Web Service may be used to execute calculations from different channels in one place instead of a built-in calculator. Consider that some features are available only with the active Web Service. In CT Mobile 2.7, calculations are only performed using the Web Service. In future releases, it will be possible to choose between the internal calculator and the Web Service.

  12. Create orders in Salesforce and CT Mobile.

  13. Additionally, implement additional features, including SD features.

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