--- schema_version: "1" id: b7c9e7281fd0f0fa7e483a7e893f25dd264b2f690015fb8ce0e7cb7aa5be3517 title: Create an Order Item Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_order_item_template.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_order_item_template.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4395d5f3960b969565bfe54a2ddf44f3df49b72f5516932fd10316224f80bf05 description: Order item templates define how products are handled in an order. products: - Consumer Goods release: "264" --- # Create an Order Item Template Order item templates define how products are handled in an order. ### Required Editions
Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create order item templates:

CGCloud Business Admin

OR

CGCloud Retail Business Admin
Here are the types of products: - Standard products: Products that are sold at a store. - Product samples: Free goods that are distributed as testers or samples. - Product returns: Products to be returned. - Empty products: Container products, such as empty bottles, crates, pallets, or gas containers. 1. From the App Launcher, find and select **Order Items Templates**, and then click **New**. 2. Select a record type, and then click **Next**. 3. Provide these details:
Field Description
Identification
Order Item Template Name Name of an order item template.
Short Text Short description of an order item template.
Save Zero Quantity Indicates whether order items are stored even if the quantity is zero.
User Special Price Indicates whether a special price can be entered for an order item.
Active Indicates whether a template is active.
Position Attribute in the PrdProposalCustomerAssortmentPrdRel table related to order item template.
Creation Platform Platform on which an order item template can be used.
Sales Org Sales org of an order item template.
Description
Description Language 1/2 /3/4 Description of an order item template in the languages configured for the sales org.
Listing/Assortment Settings
Closed Listing

Indicates whether an order item can be added to an order that contains products from a closed listing.

If Closed Listing is set to true and if all the listings used for the proposal list have Obligatory set to true, products outside the listing can’t be added on the Add Items page during order taking.
Assortment Relation Indicates whether to consider an assignment of products to customer-selling assortments for the generation of disposal list.
Control Settings
Check Max Quantity

Specifies whether an order item can exceed a maximum quantity when you release an order. The options are:

  • No
  • Yes
  • Warning
Consider Delivery State Indicates whether the delivery state of a product is considered when an order is created. If this option is selected, then you can't order products that don't have a valid delivery state. For example, sales reps must be able to add returned goods to an order even if the product isn't available. So, this option isn't selected for order item templates used for sales returns.
Modify Quantity

Specifies whether you can modify an order item quantity. The options are:

  • None
  • No
  • Yes
  • Only Increase
  • Only Decrease

This option is supported only for manual modification of items in special orders, delivery, truck loads, and free items generated via complex pricing.
Max Quantity The maximum quantity that can be ordered for an order item.
Modification Reason

Specifies whether to enter a reason for modifying the order quantity:

  • Not Required
  • Optional
  • Mandatory
Logistic Unit Settings
Default Logistic Unit Logistical unit shown while adding products through bar code scanning.
Logistic Category Logistical units to show in addition to the default logistic unit.
Value Calculation Settings
Price Effect

Determines how the value of an order item is used to calculate the total order value. The options are:

  • Additive: Adds the value of the order item to the order value.
  • Subtractive: Deducts the value of the order item from the order value. Used for product returns.
  • Neutral: Doesn't consider the value of the order item for calculating the order value.

The item value is calculated as Quantity x Factor of the Logistical Unit x Price.
Quantity Suggestion
Quantity Suggestion Policy

Specifies whether to suggest a quantity for order items. The options are:

  • None
  • No
  • Ordered Quantity: Suggests a customer's previously ordered quantity for an item.
  • Delivered Quantity: Suggests a customer's previously delivered quantity for an item.
Inventory Control
Use Inventory Indicates whether inventory control is used. If this option is selected, and the system doesn’t find any relevant inventory when an order is released, then an inventory is created and the initial value of the inventory is updated.
Check Inventory Overdraft

Specifies whether inventory can be overdrawn. The options are:

  • No
  • Yes
  • Warning
Use Quota Indicates whether a quota can be used.
Check Quota Overdraft

Specifies whether the quota can be overdrawn. The options are:

  • No
  • Yes
  • Warning
Mobility Settings
Exclude Quantity Rounding Indicates whether automatic rounding of order quantities is applicable to order items. If this option is selected, the quantity entered for order items isn't rounded even if automatic rounding quantity is enabled in the order template.
Movement Direction

Direction of inventory movement when order items are added. The options are:

  • In: Inventory moves in when an order item is added to the order. For example, product returns.
  • Out: Inventory moves out when an order item is added to the order.
  • None: There’s no movement of inventory. For example, the return of empty bottles of beverages.
UoM Scan Default Unit

The default logical unit of a product that's added to a product using barcode scanning. The options are:

  • None
  • Sales Unit
  • Consumer Unit
  • Layer
  • Pallet
Scanning Increment Increment in product quantity that's added in an order using barcode scanning.
UoM Scan Behavior Unit of measure for products that are added in an order using barcode scanning.
Complex Pricing Configuration
Complex Pricing Relevant Indicates whether a user can specify advanced pricing-relevant information for an order template.
Calculation Group

Calculation group relevant to calculation step. The options are:

  • Delivery
  • Free Item
  • Return
  • Return Resale
Item Meta Rule

Item meta rules of an order item template. Item meta rule specifies the effect of sales document item template on advanced pricing calculation for several usages. Define item meta rules by these filters:

  • According to the Price Effect
  • All Items (Total)
  • Delivery (Excl. Free Item)
  • Delivery (Incl. Free Item)
  • Returns Only
The Pricing Configuration section on the New Order Template page is available only when the order template type is either Order Entry or Truck Load. The section isn’t available for the Cash Document order template type. 4. Save your changes. - **[Create an Order Item Inventory Transaction](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_order_item_inventory_transaction.htm&release=264.0.0&type=5)** An order item template can be associated with multiple inventory templates and inventory transaction templates.