Order Management Platforms

Below is a list of Order Management feature availability by platform.

Feature Browser

CRM Desktop (Mac)

CRM Desktop (Windows)

iPad iPhone
Adding Recommended Order Quantities

Associating Pricing Rules to Accounts and Account Groups

Best Pricing Logic
Brand and Product Group Discount Override Support

Brand Level Pricing Rules

Bundle Packs

Chain Pricing Rules

Changing Order Line Column Widths

Cloning Orders

Combining Pricing Rules

Creating Orders

Creating Orders from a CLM Presentation
Creating Orders from High Performance Call Report
Cross-Product Rebates
Custom Fields on Order Lines

Custom Product and Order Information

Custom Sort of Product Lists
Defaulting an Account Partner
Delivery Discount Pricing Rules
Direct Quantity Order Entry
Disable Rebate Mixing
Discounting Orders Based on Inventory Monitoring
Enhanced Bundle Packs
Final Net Price
Fixed Product Kits

Fixed Unit of Measure on Order Lines

Fulfilling Orders with Multiple Recipients

Linking a Wholesaler to a Price Book

Linking Price Books to Account Partners

Managing List Price Rules
Manual Allocation of Free Goods
Mass Add Products for Offline Orders
Mass Entry Mode for Online Orders
Navigation for Orders with CLM

Order Assortments

Order Campaign Support
Order Delivery Date Splitting

Order Pull-in Fields
Order Line Delivery Splitting

Order Management Approvals

Order Rounding Modes

Order Signature Capture
Order Soft Delete
Payers and Delivery Location
Payment Terms
Payment Terms per Delivery
Percentage of Free Goods Rules
Pricing Rules with Product Kits

Using Delivery Period Rules

Printable Orders
Product-Bound Order Assortments

Product Bundling for Pricing-bound Product Group Level Discounts
Product Kits

Product Thumbnails

Product Views

Saving Valid Lines with Mass Add Products

Selecting Wholesaler Priority

Single Line Order Entry

Suggested Retail Price

Suggested Retail Price with Profit Calculator

Transfer Orders

Up-selling Suggestions in Pricing Rules
Unlocking Orders

Using Mass Add Products with CLM

Using the Veeva-Provided Custom MyInsights Product Group Subtotals Page

Viewing IM Information in an Order

Wholesaler Best List Price