Manual Allocation of Free Goods
If Manual Allocation of Free Goods is not enabled, all free goods are automatically allocated to the first delivery. Enabling Manual Allocation of Free Goods allows users to choose which deliveries to allocate free goods to reflect the appropriate ratio of free goods to paid goods on the delivery invoice.
Who can use this feature?
- iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Manual Allocation of Free Goods for
End Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Ensure Mid-Negotiation Delivery Splitting is configured.
- Navigate to Admin > User & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects > order__v.
- Grant view permission to the free_good_splitting__v control on the order__v object.
- Navigate to Admin > Configuration > Objects.
- Select order__v.
- Select the Layoutstab.
- Select the appropriate layout.
- Add the free_good_splitting_section__c section control to the layout.
Using Manual Allocation of Free Goods as
End Users
When placing an order and splitting into deliveries, the user can select the quantity of free goods to allocate for each delivery. If the remaining amount of free goods for the order is not 0, a warning displays.
