--- sourceDocument: Zurich Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/order-management Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Business Portal # Configuring the Business Portal {#ariaid-title1} * Release version: Zurich * * Updated November 14, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read As an admin, you can configure the Business Portal (sn_b2b_portal) so your customers can browse products and create orders in Sales Customer Relationship Management. ## Configuration overview {#order-management-configure-business-portal__cf-config-parent-checklist} 1. Install the following applications and features in the specified order using the Application Manager to set up the Business Portal: 1. Order Management Portal: sn_ord_mgmt_portal 2. Product Catalog Management Portal: sn_prd_pm_portal 3. Customer Service Portal: sn_csm_portal Note: The Business Portal application (sn_b2b_portal) is automatically installed when you install the Customer Service Portal. 4. UI Components for Customer Portals: sn_ciwf_ui_cmpnt 5. Sales Cart plugin: sn_sales_cart 6. Customer Request for Quote plugin: sn_cust_rfq {#order-management-configure-business-portal__ol_ysb_5lm_jfc} 2. [Enable the Business Portal](https://www.servicenow.com/docs/YZJXb_NhhprRfAo~54ODyw "Admins can enable the Business Portal (sn_b2b_portal) so customers can browse products and create orders.") Enable the Business Portal (sn_b2b_portal) so customers can browse products and create orders. 3. [Install Sales Cart](https://www.servicenow.com/docs/ddBFozg_JLOYiDAHxMveng "You can install the Sales Cart plugin (sn_sales_cart) if you have the admin role. The application installs related ServiceNow Store applications and plugins if they are not already installed.") Provide easy order creation and checkout processes to your customers through the Sales Cart application. 4. (Optional) [Install Customer Request for Quote](https://www.servicenow.com/docs/GdtBgwvYHGoJGQoIbd9lcA "You can install the Customer Request for Quote application [sn_cust_rfq] if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.") Enable B2B customers to request for quotes (RFQ) from the Business Portal. Installing this application also installs the Request for Quote module in the CSM Configurable Workspace, which enables sales agents to generate quotes from the RFQs. 5. (Optional) [Install apps for self-service order case management](https://www.servicenow.com/docs/_10N1RExw6HvfHyU2DWsnQ "Install the necessary plugins based on the self-service options that you want to offer customers for managing order cases on the Business Portal.") Install the applications or features that provide the self-service options that you want to offer customers for managing order cases on the Business Portal. {#order-management-configure-business-portal__cf-config-parent-tasks-ol} ## Additional configurations and customizations {#order-management-configure-business-portal__section_az5_pwy_ghc} The following tasks help you further customize and configure the Business Portal to support self-service Sales Customer Relationship Management workflows for B2B customers: * [Add a logo to the sales cart PDF](https://www.servicenow.com/docs/DdMhh99hCwmSk9MrTeCESQ "Customize and embed your company logo in sales cart summary PDFs to ensure consistent branding and alignment with corporate identity standards.") Customize and embed your company logo in sales cart summary PDFs to ensure consistent branding and alignment with corporate identity standards. * [Modifying the data retention and table cleanup policy for the Sales Cart application](https://www.servicenow.com/docs/IP2rRtO9A_7SmOLsR2Br9A "A default data retention and table cleanup policy automatically deletes records from the Sales Cart application based on predefined conditions. You can modify these conditions to match your organization's policies.") A default data retention and table cleanup policy automatically deletes records from the Sales Cart application based on predefined conditions that match your organization's policies. * [Modify terms and conditions for the sales cart](https://www.servicenow.com/docs/ewNFf69utWkrQZxQRhHG5A "Add order checkout terms and conditions in the CartTermsAndCo document template block for your Business Portal.") Add order checkout terms and conditions in the CartTermsAndCo document template block for your Business Portal. {#order-management-configure-business-portal__ul_fxb_rwy_ghc} **Related concepts** * [Customer self-service using the Business Portal](https://www.servicenow.com/docs/rRZqkkgCey53X6QH1cgwLw "Business-to-business (B2B) customers can use the Business Portal to browse product catalogs, create product orders, create and view order cases, manage invoice and invoice cases, and request for quotes.") **Related tasks** * [Enable the manage order operations agent on Business Portal](https://www.servicenow.com/docs/qX24fMSjuY0s9dNwB4o_TQ "Activate and associate the manage order operations agent on the Business Portal so that your customers can use this AI agent to submit order cases autonomously using ServiceNow Otto.") **Related reference** * [Business Portal reference for Sales Customer Relationship Management](https://www.servicenow.com/docs/2n7X4oWqcVHSqdbdd6YNrw "Reference topics provide additional information about the components such as roles and tables that are installed with various Business Portal plugins.")