Overview
A reduction order is an agreement between a company and a customer to process the product returns, deprovision services, or reduce services that have been provisioned. For example, if a customer has purchased 30 items through an order and then requests to cancel five items in the order, you can create a reduction order with five items to track the request.
A reduction order is an agreement between a company and a customer to process product returns, deprovision services, or reduce services that have already been provisioned. For example, if a customer has purchased 30 items through an order and later requests to cancel five items, a reduction order can be created with those five items to track the request. In many organizations, these order management and pricing processes are closely integrated with Salesforce CPQ, which helps businesses configure products, manage pricing, and generate accurate quotes.
If your company accepts returns or reductions on activated orders, you can reduce the relevant orders (by creating reduction orders) to reflect those exchanges of goods and services.
In many real-world sales scenarios, products are not always sold individually but are often grouped together as bundles. Salesforce CPQ allows businesses to create product bundles, where multiple products are combined into a single offering with predefined pricing and configuration options. When such bundled products are returned or reduced, businesses may need to create reduction orders to adjust quantities or remove items from the bundle.
Business Challenge
If you are using lightning experience, you can’t create reduction orders. Products cannot be added to the Reduction order in Lightning. So the user needs to switch to Salesforce classic to add products to Reduction orders.
How it was solved
We created a custom Lightning Component that allows users to create a reduction order and add products without switching back to Classic.
Key Functionalities Implemented:
- Add Products to Reduction Orders:
Products and their quantities can be selected to be reduced. - Edit Already Reduced Products:
Users can update the quantity of already reduced products. The updated quantity is instantly reflected in the Order Product related list. - Auto-Delete on Blank Fields:
If a field in the popup is cleared (left blank), the corresponding Order Product record is deleted automatically.
This makes it easy for users to remove products from the reduction order without needing a separate delete action.
Screenshots
Below are the screenshots of the lightning component.
Figure 1: Start of creation of Reduction Order
Figure 2: Selection of products and quantities that need to get added to the Reduction Order
Figure 3: Newly reduced products appear in the Reduction Order.
Through the use of this simple Lightning Component the user is now able to use Reduction Order in Salesforce Lightning without switching back to Classic.
Salesforce CPQ provides powerful capabilities for managing complex sales processes including product configuration, pricing automation, quoting, and order management. Features like product bundles, reduction orders, and automated workflows help organizations manage the full quote-to-cash lifecycle efficiently. To explore more tutorials, implementation guides, and best practices related to Salesforce CPQ, visit our Salesforce CPQ page.
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