5.1 Confirming Portal Orders

When a customer sends an order from the portal, it arrives as a draft Sales Order with Created from Sourcing Portal ticked.

Finding Portal Orders

• The Portal Orders to Confirm counter on the Sourcing workspace opens the list of orders waiting for you.
• In the Sales Order list, filter on Created from Sourcing Portal = Yes and status Draft.

Orders the customer has only saved for later are hidden from staff. You see an order only once the customer has sent it.

Confirming an Order

1. Open the draft Sales Order.
2. Check the items, quantities, prices, delivery date and address. Adjust anything that needs it, for example stock availability or taxes.
3. Submit the Sales Order.

Once it is submitted, the customer sees it as confirmed and can no longer withdraw it. Continue with Delivery Notes and Sales Invoices as usual. The customer follows them on the portal.