You can process a discount or price adjustment for one or more order items either before they’re allocated or after they’re fulfilled.
Required Editions
Note Salesforce D2C Commerce doesn’t include this discount functionality.
- From the Navigation bar, open the Order Summaries list view page.
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Select the order number that contains the items to discount, and open the corresponding
order summary record.
You can also open the order summary directly from the customer’s account in the Service Console.
- From the Actions & Recommendations list, select Discount Items.
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On the Discount Items page, select the items to discount, and click
Next.
Only eligible items are listed.
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For each item selected, enter the required information. Or, to discount items in bulk, use
the Apply to All Items row.
If you select Amount for the discount type, the discount applied is the amount that you enter. For example, if you enter 10 and the item total is $100, the discount amount is $10. If you select Percent, the discount is calculated by multiplying the item total by a percentage equal to the value. For example, if you enter 12 and the item total is $125, then the discount amount is $15.
- Click Next.
- Review the discount information, and submit the discount.
- Click Finish.
If all the discounted items aren’t yet fulfilled or if all are fulfilled, a change order is created. If both fulfilled and unfulfilled items are being discounted, two change orders are created: one for the fulfilled items, and one for the unfulfilled items. The totals on the order summary are updated accordingly.