Unable to Enter Sales Order in the Customer Center

Scenario

By default, the Customer Center has Permissions > Transactions > Sales Order = Edit. This lets users Create or Edit an existing Sales Order that they have created. 

In instances that the Standard Customer Center role or a Custom Customer Center role is unable to Enter a Sales Order, user can test the steps below:

Solution

1. Navigate to Setup > Company Enable Features Web Presence

2.  Access:

Online Ordering: Enter Checkmark

3 Navigate to Lists Accounting Items

4. Select Item: Click Edit

5. Click Web Store

Display in Website: Enter Checkmark

6. Click Save

 

Note: If Online Ordering is unchecked, the Customer Center won’t have the ability to create sales order. If Display in Web Store is checked on the Item record, the item is available online in Web site and users can sell this item online.

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