Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In the Inside an Order view, you can

  • Request changes

  • Download Product Documentation

  • Report a claim

  • Add the request to a site/object

You can filter your list view between View All and Approved.

Request Changes

You can request changes to the item quantity and requested date for your order, and a case will automatically be created when you click the "Request Changes" button.

You can also add a note with additional information, this note will be visible in the "Description Information → Description field of the case in Salesforce.

Downloading Product Documentation

The following types of product documentation are available for download:

  • Product Sheet

  • User Manual

  • Certificate

  • Declaration of Conformity

Note

Please note that only existing documentation is available for download from the web. Some items may not have all documentation.

What happens when you download documents

By selecting the documentation types you want to download and clicking the Download button, all available files will be downloaded to the Downloads section on your computer. The file(s) will be saved in a

In the Inside an Order view, you can

  • Request changes

  • Download Product Documentation

  • Report a claim

  • Add the request to a site/object

You can filter your list view between View All and Approved.

Quick access to headers on the page

📌 Request changes

📌 Download Product Documentation

📌 Report Claim

Request Changes

You can request changes to the item quantity and requested date for your order by clicking the "Request Changes" button, which will automatically create a case with a dedicated case number.

Additionally, you can add a note with further information. This note will be visible in the "Description Information → Description" field of the case in Salesforce.

Downloading Product Documentation

The following types of product documentation are available for download:

...

Note

Please note that only existing documentation is available for download from the web. Some items may not have all the documentation types.

What happens when you download documents

Select the documentation types you wish to download and click the Download button. All available files will be saved as a zip folder named "ItemFiles.zip" in your computer's Downloads section.

...

Report a claim

A case is created when reporting a claim.

You can add a description with additional details about the claim. This description will appear in the "Description Information → Description" field of the case in Salesforce.

The contact can also upload files for further clarification. These files will be available under the "Files" section of the case in Salesforce.