For large orders, use the Fast Order option to quickly search and order products. The option is available for all product selector groups in an order disposal list.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To create fast orders: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
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On the Order Item screen, for tablet devices, tap Fast Order. Or,
for mobile devices, from the context menu, select Fast Order.
The system determines the list of products based on these conditions:
- If Fast Order is triggered from the Clear Filter view in a promotional order, then the
products that fulfill all of these criteria are valid:
- Shown in the All tab of the order disposal list
- Belong to main item template
- Don't have a selectable promotion reference
- If Fast Order is triggered for a selectable promotion, then the products that the system shows on the All tab of the order disposal list when promotion is in context are valid.
- If Fast Order is triggered for a non-promotional order, then the products that the system shows on the All tab of the order disposal list and belong to the main item template are valid.
- If Fast Order is triggered from the Clear Filter view in a promotional order, then the
products that fulfill all of these criteria are valid:
-
Select a product, and then enter a quantity.
The considerations for an entered quantity are:
- Maximum four digits and no decimal
- Negative quantity is considered as zero
- Zero is allowed as a valid quantity
-
Add more products, if necessary.
If you add the same product with a different quantity, the system overrrides the previously entered value.
- Tap Done.