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Salesforce Order Management
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            Place an Order on Behalf of a Customer

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            1. Salesforce Help
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            3. Salesforce Order Management

            Place an Order on Behalf of a Customer

            Place orders directly for customers from your own device. You can search for products, set variables and quantities, add the products to a cart, and process customer payments.

            Required Editions

            View supported editions.

            These store features aren’t available when you place an order on behalf of a customer.

            • Promotion discounts triggered by a method of payment, coupon, or particular product purchase, such as a free umbrella when the customer orders a raincoat
            • Product options and custom warranties
            • Product warranties
            • Multiple payment types
            • Multiple delivery groups

            Guest checkout is supported for B2C Commerce, B2B Commerce, and D2C Commerce. Registered user checkout is supported for B2B Commerce and D2C Commerce.

            Before you begin to place the order, gather the full details from the customer so that you can determine whether the order is possible. For B2B orders, verify the buyer’s profile and identity.

            1. If you’re placing an order on behalf of a guest, create a person account for the guest user.
            2. Go to the customer’s account. Under Actions & Recommendations, add Order on Behalf Of.
            3. If necessary, select a store and a location group. When processing B2B orders, also select a buyer to act as the order owner.
            4. Click Next.
            5. Click Add a Product.
            6. Search for a product using a keyword, SKU, or ID, and click Select for the product.
            7. Select product options, such as size or color, and enter the quantity.
              If the product can be purchased only in specific increments, increase the quantity. Increments are determined by the product’s purchase quantity rule.
            8. Click Add.
            9. Enter the customer’s shipping address information, and click Next.
            10. Select a delivery option, and click Next.
            11. Enter the customer’s payment information.
            12. Verify the details with the customer, and then click Submit.
            13. Make note of the order reference number, and click Finish.
              An order summary with the same reference number shows on the order summary screen. If that order summary doesn’t show, resolve the process exception.

            See Also

             
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