Published at: 2026-10-12

Place orders on behalf of customers

Follow these steps to place an order on behalf of a customer, then confirm the result.

Overview

This page describes the entry, steps, and completion criteria for placing an order on behalf of a customer.

Before you begin

❗
  • Applicable scope: ShareOrder Group Edition.
  • Role and permission: Use an enabled ordering account.
  • Prerequisites: The upstream enterprise has opened the mall and configured sellable products.

Steps

Multi-level ordering

Place an order on behalf of a customer

After a channel partner creates an account record, if there is an indirect-channel saleable scope and Price Book, it can create an order on behalf of a customer directly. Note two scenarios:
  1. If the brand owner created a unified channel saleable scope and Price Book, and the current channel merchant has not enabled Business Scope control, it can place an order on behalf of a customer directly.
alt text 2. If the brand owner did not create a unified saleable scope, the merchant must maintain it.
When creating an order, the channel merchant (partner) is filled automatically. Selectable accounts are filtered by the channel trading relationship. The ordering Warehouse is the channel partner Warehouse. Submitting the order also validates the channel trading relationship. If the channel trading relationship is deleted or disabled, the order cannot be submitted.
alt text ## Expected results
  • After you finish, confirm the Processing Result of placing an order on behalf of a customer on the related list or detail page.
  • Refresh or reopen the page and confirm the status and business data did not change unexpectedly.
  • Confirm the current result can continue into later order or fulfillment processes.

Related topics

Submit Feedback