Create Orders on Behalf of Your Customers
Extend your customer service capabilities, place accurate orders for your customers in seconds, and reduce back-and-forth while eliminating manual errors.
Order on Behalf Of
Sometimes your customers need a little extra help, or they have an order they need reordered periodically, and with Order on Behalf Of, you're in a position to make their lives easier and fulfill their order without them lifting a finger.
Ordering with OoBo Functionality
Granting OoBo permissions to your specific Team Members will activate the Order on Behalf Of functionality so they can assist clients with their orders. From the front end of your site, you can impersonate any of your clients that have Payment Accounts and place their order with the front end functionality. OoBo functionality does not work for credit card-only accounts.
Proceed through the order/quote process as your client would and populate their cart with everything on their shopping list.
Proceed to checkout, and your client's information will automatically populate with their shipping, billing, and account payment information, continuing the seamless OoBo transaction.
Order History & Reordering
Every order you place through this method will be available in your Customers User Portal on your site for easy re-ordering in the future, either by a member of your team or the customer themselves. The order will appear in your Orders & Quoting tab in your Admin Portal as any typical order would.
FAQ
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