---
schema_version: "1"
id: 45a11cdb13d82673d719e0326755fc26cba610af6cd602ee99fa5f915ea30517
title: Retail Execution Order Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_order_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_order_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fc93c0e56adfba59449bd07ff9a26179274d900b399451b7bf737bd5a0b6db6a
description: Order management in Consumer Goods Cloud Retail Execution depends on the market and the customer type. You can manage direct and indirect orders, and order types, such as standard pre-orders, order samples, or order advertising material.
products:
  - Consumer Goods
release: "264"
---
# Retail Execution Order Management

Order management in Consumer Goods Cloud Retail Execution depends on the market and the customer type. You can manage direct and indirect orders, and order types, such as standard pre-orders, order samples, or order advertising material.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png)

Note Check out this feature in Salesforce Go! Explore more content and discover related features. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

Consumer Goods Cloud orders have the following limits:

- On a mobile device, one store can have up to 5 historical orders.
- One order can have up to:
    - 40 selectable promotions
    - 2,400 items in disposal list
    - 350 ordered line items
    - 160 reward groups
    - 400 hurdles
    - 160 rewards
    - 28 calculation steps
    - 12 calculation steps with search strategies
    - 16 calculation steps without search strategies
    - 100 search steps
    - 12 found conditions per line item
    - 9,800 calculation steps
    - 35,000 search steps
    - 2,100 found conditions
- When you import an order in an Excel sheet, you can import up to:
    - 3,000 line items in data source
    - 350 line items
    - 2-MB data
    - 5 data columns

Products can be prepopulated in the order item screen based on the authorization list—a specific type of product assortment—if these conditions are met:

- Product is active
- Consider Listing is Yes in Order templates
- Record Type is Assortment List in Product Assortment Templates
- Order date is between the valid from and valid to dates in Assortment Products
- Product Assortment Template is active
- Product has at least one default UoM—Is Order Unit and Order Ability are set to `True`
- The product has at least one UoM with Is Price Unit set to True.
- If Consider Field Availability is Yes in the order template, the order date is between the product’s Field Valid From and Field Valid To dates
- If Consider Delivery State is Yes in the order template, the order date is between the product’s Delivery Valid From and Delivery Valid To dates

Only products with the default UoM are shown. To add products that use a UoM that’s not the default, select **Add Items**.

The products are further filtered from the Assortment List based on listing module and listing classification when Consider Modules is set to `True` in Customer Extension.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png)

Note For the Consumer Goods Cloud offline mobile app, the prepopulated list can also be sourced from Sales Document Assortments, Promotions, or Out of Stock products from the survey and the order history.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/resources-global/_corporate/images/learning_minimap/help_minimap.png" alt="Help icon"></span></td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>Dive deeper into Salesforce Help.</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_order.htm&amp;type=5&amp;language=en_US" target="_blank">Create an Order</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_advancedorder.htm&amp;release=264.0.0&amp;type=5" title="Create advanced orders through the Lightning Web Component in the Consumer Goods Cloud Desktop app. Orders are generally created by field reps on mobile devices during store visits. However, sales managers, supervisors, or sales reps can place orders through the CGCloud Desktop app when store managers contact them directly via the call center or the local sales office.">Create an Advanced Order</a></li>

            </ul>
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        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/resources-global/_corporate/images/learning_minimap/trailhead_minimap.png" alt="Trailhead icon"></span></td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>Use Trailhead to build and test your skills.</p>
            <ul>
              <li><a href="https://trailhead.salesforce.com/content/learn/modules/order-management-for-admins-in-consumer-goods-cloud" target="_blank">Order Management for Admins in Consumer Goods
                  Cloud</a></li>

              <li><a href="https://trailhead.salesforce.com/content/learn/modules/order-management-for-sales-reps-in-consumer-goods-cloud" target="_blank">Order Management for Sales Reps in Consumer Goods Cloud</a></li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

- **[Retail Execution Order Templates](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_order_templates.htm&release=264.0.0&type=5)**  
    An order template defines the basic characteristics of orders, direct store deliveries, and cash handling.
- **[Order Payments in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_order_payments.htm&release=264.0.0&type=5)**  
    Review payment details, such as the paid amount and payment method, from the Order Header page of the Consumer Goods offline mobile app.
- **[Create an Advanced Order](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_advancedorder.htm&release=264.0.0&type=5)**  
    Create advanced orders through the Lightning Web Component in the Consumer Goods Cloud Desktop app. Orders are generally created by field reps on mobile devices during store visits. However, sales managers, supervisors, or sales reps can place orders through the CGCloud Desktop app when store managers contact them directly via the call center or the local sales office.
- **[Indirect Orders](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_indirect_orders.htm&release=264.0.0&type=5)**  
    Indirect orders is a mechanism where a sales representative takes an order from the store and the order is fulfilled by the manufacturer’s wholesaler or a distributor.
- **[Return Orders for Retail Visits and Delivery Tours](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_return_orders.htm&release=264.0.0&type=5)**  
    Field reps and delivery drivers use return orders to process product returns, empty-container pickups, and reverse logistics during retail visits or delivery tours.
- **[Validation Checks for an Order](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_order_validations.htm&release=264.0.0&type=5)**  
    When you create an order, the system performs certain checks. Keep these validation checks in mind before submitting an order through the Consumer Goods Cloud Desktop app.
- **[Limitations for Orders on the Consumer Goods Cloud desktop app](https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_order_lwc_limitations.htm&release=264.0.0&type=5)**  
    Certain functionalities, including product assortments and filtering options, aren't available for advanced orders on the Salesforce org. Keep these limitations in mind while placing an order through Lightning Web Component (LWC) on the Consumer Goods Cloud desktop app.
- **[Order LWC UI Extensibility](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_order_lwc_ui_extensibility.htm&release=264.0.0&type=5)**  
    Create personalized orders by customizing and setting up their order templates. Customize the fields shown on the order pages by configuring the JSON (for individual pages) on the Order Templates page. With the custom fields, you can include additional context and tailor advanced orders on the desktop app as per your requirements.
- **[Business Logic Extensibility for Orders](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_order_bl_extensibility.htm&release=264.0.0&type=5)**  
    Adjust or enhance the business logic for orders by using customizations through a Lighting Web Component or the APEX (custom class) to tailor the orders on the Consumer Goods Cloud Desktop app as per your requirements. When you click the Save button on orders UI, the custom logic is invoked through an API. You can add custom logic before or after the core logic (save action). You can also customize the list of products shown as part of the proposal list.
- **[Advanced Order Enhancements with Pricing Information Fields](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_advance_order_enhancements.htm&release=264.0.0&type=5)**  
    All pricing fields are persisted with the values calculated by the Penny Perfect Pricing (PPP) engine for advanced orders on the Consumer Goods Cloud desktop app. Saving pricing information for orders and order items lets you create insightful reports.