Quick Start Guide

In this Quick Start Guide, you will learn how to create a Sales Organization and a basic order:

1. Install the CT Orders Package

2. Create a Sales Organization

3. Create an Account

4. Create and Assign Catalog

5. Create and Assign a CT Price Book

6. Add Products

7. Create an Order

The following sample data will be used:

This is sample data. You can replace specified records of Sales Organization, Account, and Catalogs with the desired ones.

  • Sales Organization: Default Sales Org

  • Account: METRO

  • Delivery Address: two different addresses

  • Parent Catalog: Dairy Products

  • Sub-catalogs: Sour Cream, Milk

  • CT Price Book: Main PB '20

  • Order Type: Order

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