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A customer can place an order from the store front storefront or a customer service representative (CSR) can place the order on behalf of a customer from the backend.

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Sales Order document is created in the system with a unique reference number that comes handy for better customer service afterward. It enables a business to offer the customer to have a choice to change ordered items. The customer also gets the details of the order which can be accessed through his profile on store front the storefront at any time if registered or else can use the order reference number while contacting the business for reporting any issues.

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CSR creates a sales order for the customer from the backend as per the given information like personal details, contact information, billing and shipping information, and payment terms and methods. A customer can create a sales order from the store front storefront as well. 

Diagrams

Sales Order from Backend

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Update Order

A CSR can edit or update an in order to make changes in it based on customer requests or can add notes for handling. 

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