CT Orders for CT Mobile Windows 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 Windows app to have the ability to take orders.

CT Orders for CT Mobile 1.3

Product Management

A bundle is a new type of product to include several products.

  • Bundles are now supported for use in Catalogs and Promotions.

Product management allows controlling units in a package on the Product level.

Freebie Management

Freebies management window with the dedicated button.

  • Freebies validation provides versatile validations to improve the working experience when adding freebies to orders. The system 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.

  • 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.

  • Control the freebie distribution among several deliveries.

Order Management

  • Work with offline orders in the CT Mobile by adding the CT Orders module to the app menu.

  • Create orders on the Account, Contact, or Activity records through the customizable mini-layout.

  • Manage the created offline orders on the Edit Cart screen:

    • 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.

    • Manage addresses for deliveries.

    • Apply quantity rules for setting up min and max products in delivery.

    • Finalize the order to restrict any changes in the CT Mobile app and send the order for further processing in Salesforce.

    • Editable fields allow entering data in custom fields in real-time.

  • Validation of the product list, prices, and quantities in the CT Mobile app.

  • The total price is displayed on the Order cart screen.

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.

Enhanced discount calculation capabilities:

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