Page 37 - Global Booklet Support_Neat

Additional Order Discounts

The Additional Order Discounts allows for creating, submitting and tracking Order level discounts in
Salesforce.com.

1. Search for the order you want to request an additional order discount by entering the order # Additional Order
discounts cannot
into the global search field. If you do not know the order #, you can also search the account #
be applied to
and look at the orders placed on the account and click on the order This process only applies orders in the
shipped or
to Standard Order. This does apply to Remakes and Repairs. next to invoiced status
2. Scroll down to the ‘Additional Discount Requested’ section. If there is an
If Customer
Discountable ?, the order does not apply for an additional discount and a Credit Memo will Service enters an

need to be requested. Additional
Discount with a
3. Click Show Feed Sales Discount

4. Click Request Discount. Please note this process is limited to % off only. Reason the
outlined process
- Approval % is based on Sales Level Approvals. See Approval Flow
to the left will
- The Additional % will be taken off the entire order and cannot be taken off a specific line apply

item or specific products.

- Select the Discount Reason from the drop-down list. Select from Sales Approved,

Volume Discount or Personal Use.

5. Click in the Discount Comments field and enter the reason for the additional discount. This

step is a requirement and must be filled out before the Additional Order Discount can be

saved

6. Click Update. The screen will be updated and in the ‘Additional Discount Requested’ section,

you will now see the Discount Amount that will be taken off the order. This amount is

automatically calculated from the % off the order total.

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6b

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SFDC
Additional Discount
Sales US and Canada
Version 2.0 - May 2015
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