Create orders with the Business Portal

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Customers can use the Business Portal to browse products and create orders in Order Management.

    Before you begin

    Role required: sn_customerservice.customer

    Procedure

    1. Navigate to your Business portal.
      See for more information about navigating to the Business Portal.
    2. Select Product Catalog.
    3. Use the catalog to browse and configure products.
    4. Select Add to add products to the cart.
    5. Select Customize to open the product configurator to select product options and then add the product to the shopping cart.
    6. Select the shopping cart to view the products in your cart.
    7. In the shopping cart, select View cart to open detailed information about the products in the cart.
    8. Select Submit Order to create an order or Return to Catalog to return to the catalog view.
      When the order is submitted, Order Details opens and shows the order number and order details.