Create an order for business organizations

Begin the ordering process in Order Management for business organizations by selecting a customer account or consumer and entering the required information to create a product order.

Before you begin

Plugins required:

• sn_bus_org_orm

Roles required:

• sn_bus_org_orm.org_b2b_sales_rep,
• sn_bus_org_orm.org_b2c_ sales_rep,
• sn_bus_org_orm.org_sales_mgr,
• sn_bus_org_orm.org_relationship_mgr, or

• sn_bus_loc.org_sales_mgr

• Confirm that the Business Function is set to Sales and the Business Organization is active.

About this task

When you start an order, a pop-up prompts you to enter details. The pop-up window adapts based on your role. Either the Account or Consumer field appears.

• If you have a B2B role, you can create orders for customer accounts.

• If you have a B2C role, you can create orders for consumers.

  Note: Managers can also view child business locations and onboard agents to a business location.

Procedure

1. In the Configurable Workspace, select the List view.

2. Navigate to Customer Orders > All and select New.

   The Create a new order pop-up opens.

1. On the Create a new order pop-up, create an order for either an account or consumer.

1. In Order action, select Add.

2. Select the Channel partner.

   • The Channel Partner field is available only when the Order Management for Business Location store app (sn_bus_org_orm) is installed.

   • The field is automatically prefilled if the agent is assigned to a single business location.

     Note: If the agent is assigned to multiple business locations, the field remains empty and must be selected manually.

   • The field is also prefilled when an Account or Consumer is selected, based on its associated Channel Partner.

   • Select Create.

Result

The order is started and the Order Catalog opens.