---
schema_version: "1"
id: 0d9ad87a849bfc46ab083671c08af604eeeba2f145899f227ba50fe2048afce7
title: Create a Retail Execution Order 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_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_order_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb80cb13fd6b38c6ca68c9f3547b8b19351b65db4dbce7503ef1f548d55a4ba7
description: Create a Consumer Goods Cloud order template to define order characteristics and control the behavior of the offline mobile app at the point of ordering.
products:
  - Consumer Goods
release: "264"
---
# Create a Retail Execution Order Template

Create a Consumer Goods Cloud order template to define order characteristics and control the behavior of the offline mobile app at the point of ordering.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d96625e63">User Permissions Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d96625e63 ">To create order templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d96625e63 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin </p>
            </td>

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1. From the App Launcher, find and select **Order Templates**, and then click **New**.
2. Select a record type, then click **Next**.
3. Fill out the required fields in the Identification section.
4. If you’re creating an Order Entry template, choose User Roles that can use the template.
5. For **Use Built-In Pricing**, choose **Yes** to use built-in pricing or **No** to use Penny Perfect Pricing.
6. In the Description section, provide a **Description**.
7. In the New Creation section, choose whether the template allows orders to be created on the Laptop, on Mobility, or both. If the template allows order creation on Mobility, select **Mobility Relevant** to make the orders editable on mobile devices. If you don’t check the box, orders on mobile devices are view-only.
8. Under Delivery Date Settings, choose the method of **Delivery Date Calculation**. If you use **Built In** calculation, specify **Min** and **Max Lead Time**, and whether to **Consider Lead Time** in the calculation.
    1. To allow sales representatives to change the delivery date, select **Manual Adjustment**.
    2. To force the system to verify that the delivery date is valid before releasing the order, select **Check**.
9. In the Listing Settings, you can specify how the disposal list displays products from authorization lists. To consider the product listing for prefetching orders, select **First Hit**. Example: Parent account listing is considered when an account doesn't have a listing defined.
10. In the Assortment Settings, you can include and exclude specific product groups. This capability is useful for independent stores that don't have standard corporate listings, or for restricting an order strictly to advertising materials.
11. If you’re handling indirect orders fulfilled by a third-party distributor, under Wholesaler Control Settings select **Wholesaler Required**. To hide the Wholesaler field on the order, select **Hide Wholesaler**.
12. Under Price Control Settings, you can choose how and when the system initiates complex price calculations for an order on a mobile device.
    1. To allow sales representatives to apply a discount to the overall order value, select **Allow Header Discount**.
13. Under Inventory References, you can tie inventory to specific users.
14. Under Miscellaneous Settings, you can specify when to generate Invoice IDs, when sync occurs, the platforms used to release orders, and whether sales reps can delete orders.
    1. Set **Id Generation** to specify when to generate order IDs.
    2. To use an offline number generator, choose or create a system number under **Mobile Number Definition**.
15. Under Allowed Orderer Types, you can limit template visibility so that customers only see order templates appropriate for their purchasing method.
16. Under pricing Configuration, choose pricing settings.
    1. Select the **Pricing Type** and the **Pricing Date** on which the price is effective. You can use the pricing type in a Calculation Schema Determination.
    2. To notify the user when the order calculation is outdated, select **Notify Outdated Calculation**.
    3. Select an option for **Recalculation Required**.
    4. Select an option for **Generate Pricing Log**.
    5. Select an option for **Generate Rewards Log**.
17. Save your changes.

- **[Assign an Order Item Template to an Order Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_order_item_templates_order_templates.htm&release=264.0.0&type=5)**  
    To add order items to orders, associate the order item template to an order template.
- **[Assign a Product Selector Group to an Order Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_product_selector_order_templates.htm&release=264.0.0&type=5)**  
    Product selector groups define how to show products in an order disposal list when orders are created on mobile devices. The groups also determine item view filters shown in a disposal list.
- **[Assign CG Cloud Service Users Permission Sets to Use Order Templates](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_cg_cloud_service_users_permission_sets_to_use_order_templates_0.htm&release=264.0.0&type=5)**  
    Assign permission sets to Consumer Goods Cloud Service users to enable them to use the order templates in Consumer Goods Cloud.

#### See Also

- [Order Calculation](https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_order_calculation.htm&type=5&language=en_US)