Rep Digital Folder

Pg 2/4

SUBMITTING A CREDIT MEMO IN SALESFORCE (cont.)

6. Fill out the subject text box and then fill out the description text box (this should be used to explain the details of why these items are being credited). Important: if you need to credit tax and/or shipping, you will fill out the amount to be credited on this page prior to clicking ‘Save”.

Poms were late and arrived after nationals. Credit memo for partial refund.

7. Once saved, scroll down to the ‘Select Request Form Line Items’ section. Checkmark the vouchers you are requesting to credit. You can check the box in the header bar to select all vouchers at one time. Then click ‘Add to Form’.

8. Scroll down to the ‘Request Form Items’ section. Click ‘Edit’ to enter credit information. If you have multiple vouchers you are requesting, you can click ‘Edit All’ in the header to open the fields for all vouchers at one time.

9. Enter the quantity to credit, unit price to credit, squad/ class/ group. Then click at the bottom right corner to scroll to the additional fields.