If you are canceling all lines in an order, you now have the cancel order status - which makes it very easy! If however, you are canceling just one line of a multiple line order, it can be canceled by taking the quantity on that line only down to zero and leaving the other lines as they are. Here is how that looks.
1. Below is the receipt from the ATS store. The eCommerce Order number is 2194. You can see that only new products were chosen.
2. Here is the Order in Big Commerce Admin Portal. It is under the name "Ellie Markey" - a buyer. It is In Process (the integration ran successfully to Salesforce.) Other important information is highlighted in Yellow.
3. The buyer has received two emails - thanks for your order and letting them know that the order is in process.
4. Go to Salesforce and find the Order.
5. It is in Order Accepted Status.
6. Click on the Related Tab to see the Order Products.
In our example we are going to say that the customer emailed us and told us that they no longer need the product on the second line "QATEST-004-JPOZO-NEW"
7. Click Edit Products in the Order Products box.
8. Change the quantity down to zero.
9. Click Save.
10. The order is updated.
Because this was paid by PO, the buyer/customer will just get an email, vs. a second cart and need to check out.
11. Two more emails will show up in your account.
12. The first shows the new order number and that the item has been deleted.
13. The second tells you that the order status has been moved to In Process.
14. If you look in the Big Commerce Admin Portal, you will see that the changes have been made there as well.
The rest of the order processes as usual in Salesforce.
A video on this topic can be found by clicking the following link:
0 Comments
Add your comment