CT Orders for CT Mobile iOS Release Notes
Here you could find a CT Orders feature, the link to the corresponding article, and the version of CT Mobile since which the feature is available. Add the CT Orders module to the CT Mobile iOS app to have the ability to take orders.
CT Orders for CT Mobile 2.6
Major Features
Limit Rules
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Dynamic control over the quantity and cost of products, bundles, or freebies for the whole order or several deliveries.
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Downloading Limit Rules during the sync process.
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Applying limit rules to orders or deliveries and checking the real-time validation during the order creation.
Product Availability
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Dynamic control over the availability of products, bundles, and freebies for order and deliveries on certain dates.
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Support for new product fields to implement the product availability logic.
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During the sync process, the Product Availability records will be downloaded for all active products on the mobile device.
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Automatic check to display only available products and bundles in catalogs and promotions.
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Tap the Info icon next to the product in the promotion, catalog, order cart, or freebie window to see up to 3 records of availability dates for a paid product or freebie.
Quotas
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Dynamic control of a limited number of products, bundles, and freebies, such as when launching a new product, running a promotion for a selected customer segment, or withdrawing a product from production, by distributing product quotas to sales reps.
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Blocking the Finalize button until the quota search is completed.
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Sales reps can reserve an available number of a product by quota and still be able to allocate all products in that quota among the orders.
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Tap the Info icon next to the product in the promotion, catalog, order cart, or freebie window to see the booked and used quotas.
Other Improvements
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Code refactoring and performance improvements.
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Dynamic loading of products during catalog or promo opening to reduce data loading time.
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The ability to add the whole catalog if the Disable Mass Action checkbox is inactive.
CT Orders for CT Mobile 2.5
Major Features
CG Cloud Support
Integrate with Salesforce CG Cloud solution to apply complex order-taking logic to its objects.
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Use the Salesforce Product object in bundles, catalogs, and promotions.
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Create orders for the Retail Store object.
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Use dynamic groups to keep stores and sales products up-to-date.
Discount Management
A fully configurable pricing procedure that allows you to implement complex custom scenarios with manual and total discounts if needed:
| The standard Pricing Procedure version 1 is also supported. Use either the standard v.1 syntax or customize the new pricing procedure using the steps with a broadened syntax. |
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Set pricing procedure steps to write the intermediate discount results.
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Add step conditions to determine the step applicability.
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Implement SDK step to use custom project logic.
Enhanced discount calculation capabilities:
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Define quantity settings for discount calculation on Calculation Type.
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Set exception conditions to apply the discount under specific circumstances.
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Specify any field on any object to be used as a discount rate source.
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Launch full or partial recalculation in the order cart if the selected field value is altered.
Freebies
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Take advantage of full and partial recalculation and auto-update of freebies in order triggered by changes in the set of products in the cart.
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Control the freebie distribution among several deliveries.
Other improvements
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Editable fields allow entering data in custom fields in real-time.
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Performance improvements for opening orders with large catalogs, promotions, and numerous deliveries.
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On the Order Cart screen, the header bar is fixed so that users can scroll through the order cart without losing sight of the names of columns.
CT Orders for CT Mobile 2.4
Major Features
Order Management
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Multiplicator provides flexible management of product quantity per delivery. The quantity is calculated automatically based on multiplicity settings processed on three levels: Product,Price Book Line Item, Catalog Line Item, or Promotion Line Item.
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Add the display of price tags for a convenient visualized method of informing your sales reps about the applied calculation type and discount required quantity for reaching the next discount level and special conditions for each product added to the cart.
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Perform an advanced search in orders in all fields among all products in the Catalog and Promotion sections and already added to the order cart, including freebies.
Delivery Management
Order split allows the distribution of products between multiple deliveries to meet your company’s logistic and financial requirements:
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Define the split parameters for different departments and order types;
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Review the split delivery summary with details for each delivery before finalization.
Other Improvements
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Improved freebies validation now provides versatile validations to improve the working experience when adding freebies in orders. The system now checks active promotion dates, min/max required products, and other settings influencing the final freebies calculation per order and displays errors in the user interface.
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Optimized process for discount calculations.
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Instead of adding products per unit, use a mass action to add Promotion and Catalog (or sub-catalog) lists to the cart.
CT Orders for CT Mobile 2.3
Major Features
Order Management
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Work with offline orders in the CT Mobile by adding the CT Orders module to the app menu.
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Create orders on the Account, Contact, or Activity records through the customizable mini-layout.
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Manage the created offline orders on the Edit Cart screen:
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Search the regular products, free goods, and product bundles and select the right ones with specific prices structured in the catalogs hierarchy or joined in promotions, filtered for the customer.
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Manage multi-address deliveries. Control the number of deliveries and the applicable dates.
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Apply quantity rules for setting up min and max products in delivery.
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Finalize the order to restrict any changes in the CT Mobile app and send the order for further processing in Salesforce.
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Advanced logic allows offline calculation of each discount separately or in combinations tailored for the type of the order.
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Validation of the product list, prices, and quantities in the CT Mobile app.
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The total price is displayed on the Order cart screen.
Product Management
A bundle is a new type of product that includes several products.
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Bundles are now supported for use in Catalogs in Promotions.
Further product management now allows controlling units in a package on the Product level.
Other Improvements
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Freebies management window with the dedicated button.
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Delivery summary window display before finalizing the order.