Published at: 2026-10-12
Place orders on behalf of customers and order online
Overview
Choose the entry by channel level: place an order on behalf of a customer, or order online.
Before you begin
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Permissions: You can create and submit sales orders.
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Prerequisites: Dealer qualifications, authorization scope, and available prices are maintained.
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System setup: An admin enabled GSP initial qualification checks if needed.
Choose an ordering method
| Business scenario | Entry |
|---|---|
| The manufacturer places an order for a dealer | Sales Order in CRM |
| A first-level dealer places an order for a second-level dealer | Channel distribution > Sales Order in Partner Portals |
| A first-level dealer orders online from the manufacturer | ShareOrder |
| A second-level dealer orders online from a first-level dealer | ShareOrder |
Steps
- Open the order entry for the business scenario.
- In the order list, click New.
- Select the ordering party and the supplying party.
- Add order products and enter quantities.
- Check the price and authorization scope.
- Save and Submit the order.
If validation fails, the order page shows the reason.
- The order record is saved successfully.
- When GSP checks are enabled, the system checks qualifications, registration certificates, and authorization scope.
- If validation fails, submit is blocked and the page shows the reason.