Steps in the screenshots correspond to the numbers in the headings.
There may be times when you need to cancel a Harvard Order -- for any number of reasons. You do this in Salesforce, and an integration will run to cancel it in eCommerce.
1. The Pricing team goes and finds the Order on the Orders in the Harvard Queue in the Pricing Analyst Dashboard.
2. The Order starts off in Order Accepted Status.
3. If you are canceling the entire order, change the status to Order Canceled and Mark as Current Status.
4. A confirmation message will tell you that the status was successfully changed.
5. The order will show as canceled in eCommerce.
If, however, the customer had ordered multiple products and just wants to cancel one item but not the ENTIRE order, you would follow these steps.
6. Click on the product hyperlink to go into the product you want to cancel.
7. Scroll down until you see the quantities.
8. Take the Ordered Quantity down to zero.
9. Take the Quantity down to zero.
10. Click Save.
11. The integration will run and will cancel off that line in eCommerce.
The remaining line will stay on the order.
12. Once you have confirmed that the order has been canceled in eCommerce, go back to the order in Salesforce and move the status to Fulfillment Pending and Mark as Current status.
This will remove the order from your queue.
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