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.

Required Editions

Available in: Salesforce Classic

Orders are available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Reduction orders are available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To reduce an order: Create Reduction Orders
  • If you’re using Lightning Experience, you can’t create reduction orders. Switch to Salesforce Classic.
  • You can reduce activated orders only.
  • You can apply a reduction order toward one order only. To reduce order products across multiple orders, create a reduction order for each original order.
  1. Go to the detail page of the order that you’re reducing.
  2. Click Reduce Order.
  3. Enter the details for the reduction order, and then save your changes.
  4. Add products to indicate which order products on the original order need to be reduced.