Discover Order-Taking Capabilities

Learning Objectives

After completing this unit, you’ll be able to:

• Explain how to create an order.
• Explore the capabilities of order-taking.

A Day in the Life of Chantelle

It’s a bright and sunny morning. Chantelle logs in to the Consumer Goods Cloud offline mobile app to check the store visits Gustavo planned for her. She has two visits to complete today and plans the sequence of visits using the route planning feature of the app. Her first store visit is to NTO Atlanta, and the second is to Marietta. 

Before she sets off, Chantelle reviews the requirements for each store. 

Based on the market and Alpine Group customer types, order types are already configured in the app. Sales reps have the flexibility to create different order types when they visit a store. 

First Stop, NTO Store #201 Atlanta

As Chantelle pulls up to the first store, she recalls the requirements. Store #201 is an important store for Alpine Group. They sell the highest number of Alpine Group products, so it’s essential to ensure they’re fully stocked at all times. 

Chantelle meets the store manager, Peter Miller, and creates a standard order in the app. Here’s how she does it.

Create an Order

1. Tap the store name in the Planned Visits tab.
2. Under Your activities for today, tap Create Order. Alternatively, scroll down to the Order History section, and tap Create New Order.
3. Select an order type from the list. The order types available depend on the order templates set up.
4. View the order page with a prepopulated list of products based on the authorization list from NTO Store #201 Atlanta.
   
   
5. Select the required number of items for each product using the + and - steppers. Use the stepper for smaller quantities, and for larger quantities, tap the quantity field and enter a value using the numeric keyboard.

A banner at the top of the screen shows any applicable promotions. You have a couple options related to these promotions. In this case, you can:

• Select a promotion, and then order the related products.
• Search for products in the order disposal list based on the product category. For example, select the Beverages category, to show all the drinks associated with the promotion.

Additionally, you can tap each tab at the bottom of the order screen to see new, promoted, and out-of-stock products. 

For example, click the Promotion tab to view a filtered list of promoted products.

Create a Fast Order

While reviewing the order Peter realizes that cookies weren’t added. It’s a large order, so Chantelle uses the Fast Order option to quickly search and order the cookies instead of adding them one at a time. 

1. Tap Fast Order from the order item screen.
   
2. In the search bar, enter a keyword or the product number, also known as the product code.
3. Choose a product, and enter a quantity.
4. Tap  to add the product to the cart.
   
5. When you’re finished adding products, tap Done. The Fast Order is ready to go.

When you work with Fast Orders, you can also use the Paste from Clipboard option. It’s helpful for larger orders and adding items in bulk.

For example, Peter has a list of order items with quantities in a spreadsheet, which he emails to Chantelle. She copies the items in the spreadsheet to her clipboard and taps Paste from Clipboard in the application. 

The application matches the entries based on the data type. 

Chantelle taps Done after the entries are copied.

Copy an Order

Another way to quickly create an order is to use the Copy option in the context menu of the order. The example screen shows the Store Cockpit dashboard. 

This option creates an order with the same contents as the copied order. Chantelle navigates to the Order History list in the Store Cockpit and finds the original order. From the menu, she taps Copy. 

The app creates a new order, and all items including item templates, quantities, and manually updated discounts are copied from the source order. The new order doesn’t calculate the order value, so it requires recalculation. The default value for the creation date and delivery date is the current date, which you can modify in the order template settings. 

Suggest Order Quantity

If Chantelle is ever unsure how much of an item to order, she can check suggestions for order quantities. 

The quantity suggestion depends on the number of historical orders configured in the order template. As soon as she creates the order, she taps Apply Quantities. The app copies the suggested quantity to the value in the quantity fields.

Modify Order Items

Peter wants to modify the suggested order quantity for one of the products. He wants to increase the quantity of the Empower Cola 1L Pet Bottle to 10 units. Chantelle opens the order from the Order Overview page and changes the quantity. She can just as easily make other updates to change the item type, apply a discount, or define a special price. 

Round the Quantities of an Order

A product master stores data used to identify a product, including the product hierarchy, conditions, attributes, and Units of Measure (UoM). Maintaining UoM, or logistical units of a product, ensures accurate price calculation, product orders, and product distribution. 

In the order template settings, if the Quantity Rounding option is enabled, the app checks the UoM against the product master and rounds the delivery quantity. For example, Empower Lemon is available in a pack of 50 cans. If Chantelle orders 40 units, the app automatically rounds it to 50 units.

You’ve seen the different ways in which Chantelle creates orders. In the next unit, you see how she reviews and releases an order. 

Resources

• Salesforce Help: Order Management