---
schema_version: "1"
id: 77f7b8d40c609403a662596b1fa9966d10f32d839364034e48a736131766dd15
title: Place an Order on Behalf of a Customer
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/om_place_order_on_behalf_of_customer.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.om_place_order_on_behalf_of_customer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a56f6b553b6182be571d30ad93565bf37ceed3ab7ad4d2a7ce0902d18a9c859a
description: 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.
products:
  - Commerce
  - Salesforce Order Management
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

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

- [Order on Behalf Of Overview](https://help.salesforce.com/s/articleView?id=commerce.om_order_on_behalf_of_overview_oobo.htm&release=264.0.0&type=5 "Use Order on Behalf Of (OOBO) or Order Entry to let customer service representatives (CSRs) place orders directly on behalf of a customer. This feature works with Order Management, B2B Commerce, D2C Commerce, and B2C Commerce.")
- [Video: Order on Behalf Of Setup](https://www.youtube.com/playlist?list=PLFNbZmUNjID6fmv7KZypuUcS32g2Tseu2)