INTENDED SEARCHES: portal order, customer order, order item, online order
Customer portal orders are records created when a customer places or submits an order through the portal or online flow.
Depending on account setup, portal orders may include products, services, quantities, customer details, payment information, and order status.
Information you may see:
- Customer.
- Order number.
- Order items.
- Quantity.
- Pricing.
- Status.
- Payment status, if applicable.
- Related customer cart or checkout details.
Basic process:
1. Open the customer order area.
2. Review the customer and order items.
3. Confirm pricing and status.
4. Check whether payment was made or is still pending.
5. Follow your company process for fulfillment, scheduling, or follow-up.
Before saving or relying on this record, check:
- Correct customer.
- Correct items.
- Correct quantity.
- Payment status.
- Fulfillment or scheduling status.
Why this matters:
Portal order records help connect customer self-service activity to office follow-up and billing.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
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