---
schema_version: "1"
id: ba42b52902cb39cdc7026e6f6ef17f2b0d8774959f60461a7269c7f6abaa4c58
title: Order Management Key Objects for Retail Execution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_reference_admin_order_key_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_order_key_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eafc3139b3ba007bcfed969b7d69d4324ff7601102fbf64bf1582430ab94d8c0
description: Facilitate order-taking during retail visits or promotions by understanding order management.
products:
  - Consumer Goods
release: "264"
---
# Order Management Key Objects for Retail Execution

Facilitate order-taking during retail visits or promotions by understanding order management.

### 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>Enterprise</strong> and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

The image shows the objects used for order management.

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d53528e75">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d53528e78">API Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d53528e81">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Account</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">Account</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Information on customers with whom you conduct business. An account can
              be a retailer, distributor, wholesaler, or consumer.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Advanced Order</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Order__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__order" style="vertical-align:top;" headers="d53528e81 ">Header details of an order that contains references to a visit,
              customer, order, and delivery date.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Advanced Promotion</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Promotion__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__advanced_promotion" style="vertical-align:top;" headers="d53528e81 ">Agreements between a manufacturer and a customer to
              increase revenue and market share by using temporary price reductions or in-store
              displays.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Calculation Schema</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__CP_Calculation_Schema__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__calculation_schema" style="vertical-align:top;" headers="d53528e81 ">The calculation schema defines how the price of an
              order item and an order is calculated. The calculation schema contains a sequence of
              condition types and defines the calculation steps that you perform in a particular
              sequence.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Order Item</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Order_Item__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__order_item" style="vertical-align:top;" headers="d53528e81 ">Details about an order, such as quantities, unit of measure,
              promotion, and pricing for products.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Order Item Order Template Association</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Order_Item_Order_Template_Association__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Association between Order Item Template and Order Template. </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Order Item Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Order_Item_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__order_item_template" style="vertical-align:top;" headers="d53528e81 ">Template that defines the behavior of an order item.
              Examples of order item templates are standard, return, or free items.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Order Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Order_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__order_template" style="vertical-align:top;" headers="d53528e81 ">
              <p>Predefined templates to create an order:</p>
              <ul>
                <li>Standard order templates</li>
                <li>Return order templates</li>
                <li>Advertising material templates</li>
              </ul>
              <p style="margin-bottom:0;">Order templates specify the basic characteristics of an order that your users
                create.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Order Template Product Selector Group</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Order_Template_Product_Selector_Group__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Use this object to assign a product selector group to an order template.
              Product selector groups define how to show products in an order disposal list. The
              product selector group also determines the item view filters that a disposal list
              shows.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Product</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">Product2</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__product" style="vertical-align:top;" headers="d53528e81 ">Product details and related information, such as product parts, product
              conditions, unit of measure, product managers, and warehouses.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Product Assortment</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">Assortment</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Products that you group for a specific purpose, such as eligibility
              for sale in a specific store. One assortment can have products from various
              categories.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Product Assortment Order Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Product_Assortment_Order_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Association between product assortment and order template.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Promotion Reward</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Promotion_Reward__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Details of rewards that are applicable for a reward group that is associated
              with a sellable promotion. The rewards that are applicable to a promotion are
              ascertained based on the results of the promotion hurdles and expressions.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Signature Template</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Signature_Template__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Template to create and define the general characteristics of a signature such
              as description, location, attribute set (appears when you capture or review a
              signature in an order or invoice), and sales org.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">System Number</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__System_Number__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Defines the structure of an order or invoice number. For example: Length 8 or
              Length 3 digits prefix User Identification (LU), + 5 digits sequential number. The
              system creates and assigns a new number for each new order based on the
              definition.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Tour</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Tour__c</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Tour details such as the date of the tour, tour notes, vehicle, and route
              details. You can create a tour from a route (van-sales tour) or independently.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">User</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e81 ">Specific business roles for a sales org. Users conduct retail activities
              based on the defined role (for example: sales rep or supervisor).</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Visit</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">Visit</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__visit" style="vertical-align:top;" headers="d53528e81 ">Information on tasks or operations to carry out during a field rep’s
              visit to a store. A visit can be a standard scheduled visit or an ad-hoc visit. Plan
              ad-hoc visits for inventory issues, or to promote or upsell a product.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e75 ">Workflow</td>

            <td data-label="API Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d53528e78 ">cgcloud__Workflow__c</td>

            <td data-label="Description" class="slds-cell-wrap" id="cg_reference_admin_order_key_objects__workflow" style="vertical-align:top;" headers="d53528e81 ">
              <p>Details of a workflow. You can use these details in various
                business processes such as&nbsp;</p>
              <ul>
                <li>Customer Task</li>
                <li>Daily Report</li>
                <li>Job Definition List</li>
                <li>Order&nbsp;Promotion</li>
              </ul>
              <p style="margin-bottom:0;">You can’t add a single workflow for multiple business processes at the same
                time.</p>
            </td>

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