---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Business Portal

# Configuring the Business Portal {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Enable B2B customers to self-serve key processes such as order creation, order case management, invoice management, request for quote (RFQ) creation by configuring the Business Portal (sn_b2b_portal).

## 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/B7lamZVFEN3~h~0SV~dtNg "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. [Configuring product catalog visibility on the Business Portal](https://www.servicenow.com/docs/vqJveULG2lGu3~9klzdHMA "Only authorized customers can view the product catalog on the Business Portal by default. After setting up your product catalog and pricing, use the CustomerPortalCatalogAccessUtil script include to extend catalog visibility to additional users.")

   By default, only users with the sn_customerservice.customer role can view the product catalog on the Business Portal. After setting up your product catalog and pricing, use the
   CustomerPortalCatalogAccessUtil script include to extend catalog visibility to additional users.
4. [Configuring Sales Cart for Business Portal](https://www.servicenow.com/docs/vNuNqNKX4UTbHEV4bxmc2A "Provide easy order creation and checkout processes to your customers through the Sales Cart application.")

   Provide easy order creation and checkout processes to your customers through the Sales Cart application.
5. (Optional) [Install Customer Request for Quote](https://www.servicenow.com/docs/xmciOUP9gIaHelmnKPCf2g "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 CRM Workspace, which enables sales agents to generate quotes from the RFQs.
6. (Optional) [Install apps for self-service order case management](https://www.servicenow.com/docs/bPekuULAM3vD8lPO19n~Cw "Install the necessary applications based on the self-service order and invoice case management options that you want to offer customers on the Business Portal.")

   Install the applications or features that provide the self-service options that you want to
   offer customers for managing order and invoice cases on the Business Portal.
{#order-management-configure-business-portal__cf-config-parent-tasks-ol}

## Enable AI-powered workflows on the Business Portal {#order-management-configure-business-portal__section_egq_tj5_l3c}

* [Configuring the Manage Order Operations application](https://www.servicenow.com/docs/Uf~9d387FNFOYgS2QrIYRQ "Business-to-business (B2B) customers can submit order cases using ServiceNow Otto Virtual Agent from the Business Portal. Interaction channels include chat and voice options.")

  Enable B2B customers to submit order cases using from the Business Portal using chat and voice options.
* [Configuring the Manage Invoice Operations application](https://www.servicenow.com/docs/d~00E6jSwE_GvyjbJD5kAQ "Business-to-business (B2B) customers can submit invoice cases using ServiceNow Otto Virtual Agent from the Business Portal. Interaction channels include chat and voice options. Billing specialists and agents can use the invoice dispute assist agentic workflow from the CSM/FSM Configurable Workspace to resolve invoice cases.")

  Enable B2B customers to submit invoice cases using from the Business Portal using chat and voice options. Billing specialists and agents can use the invoice dispute assist
  agentic workflow from the CSM/FSM Configurable Workspace to resolve invoice cases.
{#order-management-configure-business-portal__ul_v5c_4tc_dkc}
**Related concepts**   

* [Using Business Portal for self-service workflows in Sales CRM](https://www.servicenow.com/docs/oJVXk1BZMCi1Jk_1zL0iBw "Business-to-business (B2B) customers can use the Business Portal to browse product catalogs, create orders, create and view order cases, manage invoice and invoice cases, and request for quotes.")  
**Related reference**   

* [Business Portal reference for Sales Customer Relationship Management](https://www.servicenow.com/docs/VHjM~7twRzMr1xrY1AEgYw "Reference topics provide additional information about the components such as roles and tables that are installed with various Business Portal plugins.")