Using the Business Portal in Manufacturing Commercial Operations

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

    • Customers can use the Business Portal to browse product catalogs and create product orders in Sales and Order Management for Manufacturing Commercial Operations.

    The Business Portal is a self-service web portal in Manufacturing Commercial Operations based on the Service Portal application.

    Business Portal MCO
    The Business Portal supports your business-to-business (B2B) customers, allowing them to configure products and place orders independently via a self-service portal​. The portals provides ready to use features that require minimal setup. These include:
    • Header and footer with links for different customer activities.
    • Home page provides a summary of essential items to the logged-in user.
    • Hierarchical menu to systematically navigate to different portal pages.
    • Unified browse experience for knowledge and catalog through taxonomy topics.
    • List pages to browse, search, and filter through records of cases, products, orders, and others.
    • Record view pages to view key information, related actions, related lists, and quick links of a record.
    Nota:
    The Business Portal Store app is automatically installed when you install the Customer Service Portal store app. For details, see Activate the Consumer and Customer Service Portals.

    Create an order using the Business Portal in Manufacturing Commercial Operations

    The Business Portal uses the product catalog to let customers browse and configure products. Customers can also build orders and submit them for fulfillment.

    Antes de Iniciar

    Role required: customer

    Procedimento

    1. Navigate to the Business Portal, and select the Product Catalog.
      Business portal and product catalog
    2. Use the catalog to browse and configure products.
      Here, you can view the product catalog and categories, and select any product to customize it further.​​
    3. Select Add to add products to the cart.
    4. Opcional: Select Customize to open the product configurator to select product options, and add additional products.
    5. Review the pricing structure in the Current Selection panel.​
    6. Select Add to add the product to the cart.
    7. Return to the product catalog to add any additional products to the order​.
    8. Select the shopping cart to view the products in your cart.
    9. In the shopping cart, select View cart to open detailed information about the products in the cart.
    10. Select Submit Order to create an order or Return to Catalog to return to the catalog view.

    Resultado

    When the order is submitted, Order Details opens and shows the order number and order details.Order created in MCO BP.

    View an order with the Business Portal

    View orders using the Business Portal in Manufacturing Commercial Operations.

    Antes de Iniciar

    Role required: agent

    Procedimento

    1. Navigate to the Business Portal.
    2. In the Business Portal, select Requests > View submitted request > View orders.
      The View order window has the following controls.
      • To search for orders, use the search icon.
      • To sort, and filter orders, use the filter icon.
      • To export as a PDF, Excel, or CSV, use the More Actions icon.
      • To open and order, select the order number.

    Resultado

    Viewing an order on the MCO business portal.

    The agent has the option to approve or reject the order.