There are situations where customers may need assistance in placing an order, particularly in B2B transactions or when handling complex orders. The SME Place Order on Behalf of Customer feature allows sales representatives or customer service agents to place orders on behalf of customers directly through the e-commerce platform. This feature helps streamline the purchasing process by enabling businesses to assist customers in completing orders without requiring them to do so manually.
This feature improves customer service by providing personalized assistance and ensuring that orders are placed correctly and efficiently.
Functionality at a glance:
- Allows sales representatives or customer service agents to place orders on behalf of customers.
- Streamlines the order process for B2B transactions or customer service interactions.
- Improves customer satisfaction by offering personalized assistance in completing purchases.
- Ensures that complex or bulk orders are handled correctly and efficiently.
- Fully integrates with Odoo’s e-commerce and sales order systems for seamless order placement.
This feature is especially valuable for businesses that handle B2B transactions, wholesale orders, or any scenario where customers require assistance in placing their orders.
Example Use Case:
A wholesale distributor can use the SME Place Order on Behalf of Customer feature to help business clients place large or complex orders. The sales representative can enter the order details directly into the system, ensuring that all items are accurately captured and the order is processed efficiently without the customer needing to navigate the e-commerce platform themselves.
In summary, the SME Place Order on Behalf of Customer feature helps businesses provide better customer service by allowing sales teams to place orders for clients, ensuring accuracy and improving the overall purchasing experience.
SME Place Order on Behalf of Customer (F2011)