Create orders from the Business Portal

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Browse products in a product catalog and create orders in Order Management.

    Antes de Iniciar

    Role required: sn_customerservice.customer

    Por Que e Quando Desempenhar Esta Tarefa

    The following illustration describes the process to create orders from the Business Portal:
    Figura 1. Self-service order checkout process
    Infographic showing how customers can create orders from the Business Portal.

    Procedimento

    1. Log in to the Business Portal.
    2. Browse the product catalog, select products, and add them to the cart.
      1. Select Product Catalog.
        If you are a contact of an account with an active sales agreement, only the products listed in the sales agreement are displayed.
      2. Browse the products in the catalog.
      3. If a product you want to order has specific configurations, select Customize and select the product options.
      4. Enter the quantity of the item you want to order in the Quantity field.
      5. Select Add to add products to the cart.
    3. Review the cart contents.
      1. Select the Cart icon .
        The information listed in the following table is displayed.
        Tabela 1. My cart fields
        Field Description
        Number Unique cart ID.
        State State of the cart.
        Created Cart creation timestamp.
        Qty Product quantity.
        Unit list price Price of a single item.
        Cumulative monthly price Total cost of a product and its child items, if any, over a month.
        Cumulative one time price One-time price of the product and its child items, if any.
      2. If you need to modify the quantity or customization for a product in the cart, select the Edit icon and modify the details.
      3. If you want to delete an item, select the Delete icon .
    4. Opcional: Add instructions for your order in the Instructions field.
    5. Opcional: Save a copy of your cart in PDF format by selecting Download.
      The default filename contains the cart ID. The PDF content and format is based on the Sales Cart Demo Template document template.
    6. Check out.
      1. Select Proceed to Checkout.
      2. On the Terms and conditions page, select the confirmation checkbox after reading the terms and conditions of the seller and select Continue.
        The terms and conditions are fetched from the Sales Cart Terms and Conditions Default document template.
      3. On the Shipping details page, review the shipping and billing addresses and modify them if necessary by selecting the Edit icon .
        Nota:
        The address that you specify while checking out is only used for that order. It doesn't change your stored address in the seller's system.
      4. Select Continue.
      5. Verify the details on the Review page and select Submit.

    Resultado

    The order is created and you're redirected to the Order details page. You can view your account details, order amount, order lines, and so on.