---
schema_version: "1"
id: 3cfa5b6c012586dba7b436eb52033ddc213c5c314309d507bb06c12bf2501288
title: Create an Order
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_user_create_order_mobile.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_order_mobile.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eac6a1b9a080f2a8eb1ba01f12ffa1244e7b88af3ed0d6150c253804f0fb9609
description: You can create an order from your mobile device.
products:
  - Consumer Goods
release: "264"
---
# Create an Order

You can create an order from your mobile device.

### 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>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d8899e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8899e63 ">To create orders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8899e63 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User </p>
            </td>

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

1. On the Order overview screen, tap **Take New Order**.
2. Select a customer.
    
    Only customers who have the Orderer role assigned are available for selection.
3. Select an order type.
    
    The list shows order templates that are assigned to the user role with the document type as order entry. The system sorts the list based on the sort number that's specified for the order template. If the sort number isn’t specified in the order template, then the system shows the record at the end of the list.
4. Tap **Create**.
    
    If you create an order during a running tour for a tour customer or managed customer, then the system assigns the order to the tour.
    
    Order items in an order are prepopulated based on the prefetching rules. For more information, see [Order Management](https://help.salesforce.com/s/articleView?language=en_US&id=sf.cg_concept_user_order_management.htm).