Set Up Products, Ordering, and Ranging

Products, price books, and product sets let reps place orders and record core ranging in the FieldKo Atlas app. Use this page to set up products first, then price books and contracts for ordering, and product sets for core ranging. FieldKo uses its own product, price book, and order objects, not the standard Salesforce Product, Price Book, or Order objects.

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User Permissions Needed

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How the Objects Relate

Products feed both features. For ordering, an account reaches a price book through a FieldKo contract. For core ranging, an account reaches a product set through a ranging contract. The diagram shows these links: a FieldKo Pricebook Entry connects a FieldKo Product to a FieldKo Pricebook, and a FieldKo Contract connects that price book to an account. A Product Set Line Item connects a product to a product set, and a Ranging Contract connects that product set to an account.

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Products

Create products before you set up price books or product sets:

1. Optional: To let reps filter by category, create FieldKo Product Categories. A category can have a parent category.
2. On the Product tab, create FieldKo Products. Set Status to Active, and select a category.
3. On each product record, attach a product image as a file or attachment. If a product has several images, the app shows the first one.

When you set a product to Inactive, FieldKo deactivates its price book entries and product set lines, so reps stop seeing it.

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Ordering

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Price Books

Create a price book, and then add a price for each product:

1. On the Pricebook tab, create a FieldKo Pricebook. Select isActive, and set the Start Date and End Date.
2. Add FieldKo Pricebook Entries, one per product, each with a Unit Price.

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Link Price Books to Accounts

Accounts get price books through FieldKo Contracts. On the account, add a FieldKo Contract, and then select the price book. In the app, a rep sees the price books that are linked to the account, active, and valid today. If there’s more than one, the rep chooses. If a rep sees “No active pricebooks found for this account”:

1. Check that the account has a FieldKo contract.
2. Check that the contract’s price book has isActive selected, and a Start Date and End Date that include today.
3. Ask the rep to sync.

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Order Settings

The Order PDF Setting custom setting controls what reps see on the order screen in the app and on the order PDF. Edit its PDF record in Setup:

1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
2. Next to Order PDF Setting, click Manage.
3. Edit the PDF record.

To add columns to the order screen, use the Pricebook Entries Configurations and Order Line Items Configurations custom settings. In each record’s Name, enter the field’s API name. Find it in Setup > Object Manager. Set Index for the column’s position, and Is_Currency for currency fields.

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Order Statuses

If the FieldKo Order record type has a Status picklist with more than one value, reps choose a status at checkout. The app never offers Sent or Send Failed.

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Emailing Orders

To email order PDFs to the order’s contact, schedule SendOrderMailsSchedular. See Scheduled Jobs.

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Core Ranging

Core ranging checks which contracted products are on the shelf. Group the products into a product set, and then link the set to each account with a ranging contract: To adjust the ranging screen, from Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings. Next to Core Ranging Configurations, click Manage. Each time a rep saves, FieldKo creates a new ranging record and marks it current, and unmarks the previous one. To report on ranging, use the Accounts with or without Ranging report type.

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See Also

• Place an Order
• Record Core Ranging
• Configuration Reference
• Install and Set Up FieldKo