Wholesaler Priority
Selecting multiple wholesalers for an order and assigning wholesaler priority allows deliveries to be assigned to the right distributors for fulfillment.
Who can use this feature?
- End Users - iPad
- Using Wholesaler Priority
- Users do not require an additional license
Configuring Wholesaler Priority for
End Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Ensure Transfer Orders is configured.
- Grant view permission to the wholesaler_priority_section__v control on the order__v object.
- Add the wholesaler_priority_section__v control to the order__v layout for the transfer__v object type.
- Make the wholesaler_priority__v field required for the transfer__v object type for the order__v object to enforce selection of wholesaler priority.
Using Wholesaler Priority as
End Users
When placing a transfer order, users can select multiple wholesalers and assign priority to each wholesaler in the Wholesaler Priority section. The first six wholesalers are listed alphabetically. All wholesalers can be viewed by selecting the Add Other button. If a wholesaler is associated with a contract, the contract name is listed next to the wholesaler. The selected wholesalers and priority are saved in the wholesaler_priority__v field on the order.
