Order Management Platforms

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

Feature Browser (Classic) Browser (Lightning)

CRM Desktop (Mac)

CRM Desktop (Windows)

iPad iPhone Windows Tablet
Best Pricing Logic
Payers and Delivery Location

Bundle Packs

Changing Order Line Column Widths

Cross-Product Rebates
Custom Fields on Order Lines
Custom Sort of Product Lists
Default Account Partner
Disable Rebate Mixing

Selecting Wholesaler Priority

Enhanced Bundle Packs
Direct Order Quantity Entry
Discounting Orders Based on Inventory Monitoring
Final Net Price
Fixed Product Kits

Fixed Unit of Measure on Order Lines

Combining Pricing Rules

Linking a Wholesaler to a Price Book
Manual Allocation of Free Goods
Mass Add Products for Offline Orders

Using Mass Add Products with CLM

Mass Entry Mode for Online Orders
Selecting Wholesaler Priority
Product Kits

Order Management Approvals

Order Assortments

Product-Bound Order Assortments

Order Campaign Support
Order Delivery Date Splitting

Order Header Pull-in Fields
Order Line Delivery Splitting

Custom Product and Order Information

Order Soft Delete
Using the Product Group Subtotals Visualization
Payment Terms Rules
Percentage of Free Goods Rules

Linking Price Books to Account Partners

Pricing Rules with Product Kits
Product Bundling for Pricing-bound Product Group Level Discounts
Printable Orders

Product Views

Suggested Retail Price with Profit Calculator

Defaulting an Account Partner
Order Signature Capture
Single Line Order Entry

Suggested Retail Price

Up-selling Suggestions in Pricing Rules

Viewing IM Information in an Order

Wholesaler Best List Price