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Set Up Prerequisites for Order on Behalf Of
There are a few prerequisites necessary before you can set up Order on Behalf Of for your org.
Required Editions
- Set up an inventory source to enable reservations. Reservations reduce out of stock errors by placing a reservation on a product in a cart.
-
Configure user permissions. Users need either the System Administrator profile or the
Identity User profile. You can use a provided permission set as is or clone and customize
it.
- Go to Setup.
- In the Quick Find box, find and select Permission Sets.
- Select a permission set.
Permission Set Description Order on Behalf Of Agent Permission Set Lets a user create an order for a customer using Order Entry. Order on Behalf Of Manager Permission Set Lets a user configure Order Entry and create an order for a customer using Order Entry. Order Management Agent Lets a user create an order for a customer using OOBO. Order Management Operations Manager Lets a user configure OOBO and create an order for a customer using OOBO. - Enable Optional Price Books. If you ran the Commerce Setup Assistant, this is already done. Otherwise, see the Order Management section of the Commerce Setup.
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