---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create an order for business organizations

# Create an order for business organizations {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

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.

## Antes de Iniciar

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
{#create-order-business-org__ul_q2q_ln2_xfc}  
* Confirm that the Business Function is set to Sales and the Business Organization is active.
{#create-order-business-org__ul_k1d_tlc_1gc}

## Por Que e Quando Desempenhar Esta Tarefa

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.  
  Nota:  
  Managers can also view child business locations and onboard agents to a business location.
{#create-order-business-org__ul_s5b_5n2_xfc}

## Procedimento

1. In the Configurable Workspace, select the List view.
2. Navigate to Customer OrdersAll and select New.  
   The Create a new order pop-up opens.Figura 1. Create a new order
3. On the Create a new order pop-up, create an order for either an account or consumer.

   | To | Description |
   | 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-order-business-org__ul_dky_zgb_x1c} {#create-order-business-org__ol_pfc_czj_zfc} |
   | 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. {#create-order-business-org__ul_z2g_njz_x1c} {#create-order-business-org__ol_m2d_dzj_zfc} |
   |-|-|

   {#create-order-business-org__choicetable_wss_lcm_11c}
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.  
     Nota:  
     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.
   {#create-order-business-org__ul_as2_1bz_zfc}
6. Select Create.
{#create-order-business-org__steps_ty4_mm2_xfc}

## Resultado

The order is started and the Order Catalog opens.