7. Create an Order

Let’s create an order with a discount for the selected client’s account:

  1. Go to CT Orders and click New.

  2. Complete the form as follows:

    • Order Type: Order.

    • Account: METRO.

    • Price Book: select the price book you created earlier.

    • Sales Organization: Default.

    • Stage: On-hold.

      ctorders create order quickstart

  3. Click Save.

  4. On the CT Order tab, click on the newly created order.

  5. On the selected CT Order page, click Edit Cart.

  6. Expand the catalog on the left side and select some products.

  7. Click Add.

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  8. Fill out the Delivery window.

  9. Set the different amounts of items for each product to check the discount by the levels.

  10. Click Finalize.

Congratulations! You created your first order in your organization. Now, you can apply advanced functions of CT Orders:

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