Create an order for business organizations

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.
      Figure 1. Create a new order
      create a new order
    3. On the Create a new order pop-up, create an order for either an account or consumer.
      ToDescription
      Create an order for an account
      1. Select Account.
      2. Enter the following:
        • Order Type: Order type can be service or customer.
        • Contact: Name of the primary customer contact.
        • Order action: Select the type of order action.
      Create an order for a consumer
      1. Select the Consumer name.
      2. Enter the following:
        • Order Type: Order type can be service or customer.
        • Order action: Select the type of order action.
    4. In Order action, select Add.
    5. 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.
    6. Select Create.

    Result

    The order is started and the Order Catalog opens.