Order on Behalf Of
Sometimes your customers need a little extra help, or they have an order they need re-ordered 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 permissions through your Team Members will let you enable Order on Behalf Of functionality for your sales team. From the front end of your site you can impersonate any of your clients with Payment Accounts and place your order with the front end functionality.
Proceed through the order/quote process as your client would and populate your cart with everything on your customers shopping list.
Once you proceed to checkout your clients 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 to be fulfilled in the typical fashion.
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