Modern Customer Portal: Placing and Reviewing Orders

In the Modern Customer Portal, you can quickly review orders, make adjustments, enter or confirm shipping and payment details, and place the order.

In this topic, you’ll learn how to place orders in the Modern Customer Portal.

At a Glance: Placing Orders

  1. Open the cart, review the added items, and proceed to checkout
  2. Review the order’s details on the Review Order (SP504004) form, and place the order
  3. View (and optionally, print or cancel) the placed order on the Order (SP504000) form

Who does this: An authorized portal user of your company, typically with the Customer Portal Manager or Customer Portal Order Manager role and involved in purchasing.

About the Cart

As you shop in the Modern Customer Portal, you can:

  • View key order details and quickly go to your cart: The cart button (Item 1 below) is always visible on the right side of the top pane for users with the Customer Portal Manager or Customer Portal Order Manager roles (or both roles). It shows the current number of items and total—and updates these values as you add items. You can click the button to open the cart.
  • Modify your cart: You can remove items, adjust quantities, and select a warehouse or unit of measure (UOM) for an item, if applicable. The cart instantly shows refreshed totals for the item and the order as a whole (Items 2–3).
    Figure 1. Capabilities for working with the cart


Placing an Order

Suppose that you’ve added some items to the cart, as described in Modern Customer Portal: Browsing the Catalog. To place an order in the portal, do the following:

  1. Click the Cart button in the top pane (Item 1 below) to open the Cart (SP504003) form, also shown below.
  2. Review the items and click Proceed to Checkout (Item 2).
    Figure 2. The Proceed to Checkout button


  3. On the Review Order (SP504004) form, which opens (see below), review the order’s details and click Place Order (Item 1).

    Before you place the order, you can:

    • Change shipment and billing details (Item 2)
    • Change the payment method (Item 3) or add a new one on the fly
    • Enter your company’s order number and description (Item 4)
    Figure 3. Final review of the order


    The system processes the order and submits it to the portal owner. The order is visible in both the Modern Customer Portal and MYOB Acumatica.

The Order (SP504000) form opens, showing the order (Item 1 below). If needed, you can print or cancel it (Items 2 and 4).

Figure 4. The submitted order


Tip: Need to create an order that’s similar to or the same as a past order? Start by opening the past order. Then click Copy Order to Cart (Item 3), and all items and quantities will be added to your cart.

Viewing All Orders

On the Orders (SP504010) form, you can use intuitive filter tabs to view:

  • Unpaid orders
  • Orders with the Open status
  • All orders your company has placed

You can also use the Search box to quickly find a particular order.

Figure 5. Elements for finding orders easily


What’s Next?

To learn how to make payments directly through the Modern Customer Portal, see Modern Customer Portal: Paying Sales Orders and Invoices.