Manage Your Orders

Share orders, add products to orders, and reduce orders as needed.

Available in: both Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Share Orders
Your Salesforce admin defines your company’s default sharing model. You can change this model to extend sharing to more users than the default allows. You can’t change the sharing model to make it more restrictive than the default.
Order History
Track changes to an order, such as when the status is modified, on its detail page by using the Order History related list.
Order Products
An order product is a product or service that’s provided to a customer according to an associated order.
Add Products to an Order
Track what you’re selling by adding products to your customers’ order records.
Reduction Orders
Use reduction orders to track requests to reduce, return, deactivate, or disable a customer’s products or services.
Reduce Orders
If your company accepts returns or reductions on activated orders, you can reduce the relevant orders to reflect those exchanges of goods and services.
Add Products to a Reduction Order
After creating a reduction order, indicate which products need to be reduced and the quantities to reduce those products.

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