I can't click New Order after clicking Visit. What configuration do I need to set up to enable New Order?
Here's what I have set up:
- Tour
- Route
- Account (Customer Extensions, Visit)
- Customer Template (Initial Roles = customer, deliveryrecipient, order, payer, store)
- Sales Org is the same across all of them.
@* Sales Cloud - Best Practices * @* Consumer Goods Cloud *
#Sales Cloud
2 respuestas
You should verify that the customer has an assigned Product Catalog/Price Book and that it's linked to the correct Sales Org. If the New Order button is disabled or no products appear, it's often due to missing product assignments, permissions, or order configuration rather than the Tour or Route setup. Sharing a screenshot of the order setup or any error message would help pinpoint the issue.
