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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

See all steps in Order on Behalf Of Setup.

  1. Set up an inventory source to enable reservations. Reservations reduce out of stock errors by placing a reservation on a product in a cart.
  2. 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.
    1. Go to Setup.
    2. In the Quick Find box, find and select Permission Sets.
    3. 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.
  3. 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.

See Also