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

Bundle Packs

Changing Order Line Column Widths

Combining Pricing Rules

Cross-Product Rebates
Custom Fields on Order Lines

Custom Product and Order Information

Custom Sort of Product Lists
Default Account Partner
Direct Order Quantity 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

Linking a Wholesaler to a Price Book

Linking Price Books to Account Partners

Manual Allocation of Free Goods
Mass Add Products for Offline Orders
Mass Entry Mode for Online Orders

Order Assortments

Order Campaign Support
Order Delivery Date Splitting

Order Header Pull-in Fields
Order Line Delivery Splitting

Order Management Approvals

Order Signature Capture
Order Soft Delete
Payers and Delivery Location
Payment Terms Rules
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 Views

Selecting Wholesaler Priority

Single Line Order Entry

Suggested Retail Price

Suggested Retail Price with Profit Calculator

Up-selling Suggestions in Pricing Rules

Using Mass Add Products with CLM

Using the Product Group Subtotals Page Template

Viewing IM Information in an Order

Wholesaler Best List Price