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
📌 Download Product Documentation
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.