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Enable Reduction Orders
To let your sales team process returns or reductions on activated orders (Salesforce Classic only), enable reduction orders in Salesforce.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To modify order settings: | Customize Application |
- From Setup, enter Order Settings in the Quick Find box, then select Order Settings.
- Make sure that Enable Orders is selected.
- Select Enable Reduction Orders.
- Save your changes.
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Using a profile or permission set, assign the necessary permissions to the appropriate
sales team members.
- To create reduction orders, team members need the “Create Reduction Orders” user permission.
- To add order products to reduction orders, team members need field-level access to these order product fields: Start Date, End Date, and Original Order Product.
- Consider adding the Reduction Order Products related list to your page layouts for order products.
Note If Enable Reduction Orders is later disabled, the “Create Reduction Orders”
permission is hidden from all profiles or permission sets, but no data is hidden. Your sales
team can’t create or activate reduction orders, but they can view and edit existing ones. If you
disable reduction orders, disable the record types and page layouts specific to reduction
orders. If you aren’t using record types, remove fields specific to reduction orders from
your page layouts. These include Original Order and Reduction
Order on the Order object, Original Order Product and
Available Quantity on the Order Product object, and any custom
fields.
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