What is an Order Procedure?

An order procedure is a set of steps that must be followed when creating an order. By setting this up, you make sure every order comes in with the correct information, whether it is your own team creating the order or an agent doing it themselves. You can use one standard procedure for all your agents, or create different ones depending on how each agent works with you.

In the current console, order procedures are built as Flows. A flow is created once and can be reused — the same flow can drive agent order creation, POS checkout steps, and mobile app workflows.

Step 1 — Create a Flow

  1. Click the Settings (gear icon) in the top navigation.

  2. Scroll to the Library section and click Process Flows .

  3. Click the Add Flow button.

  4. Give the flow a meaningful name (e.g. “Standard Agent Order”). This name appears later when you link the flow to your agents.

  5. Click Create .

  6. Add a step for each action the agent must take — for example selecting the customer account, adding order line items, or choosing a delivery date. Save the flow when your sequence is complete.

For a fuller introduction to how flows work and what step types are available, see Introduction to Process Flows .

Step 2 — Link the Flow to Your Agents

The final step is to assign the flow to the specific agents who will use it.

  1. Go to Settings , scroll to the Sales Channels section, and click B2B Agents . (You can also open the Agents page directly from your console navigation if it is pinned there.)

  2. In the Agents table, click the agent you want to set up. Their profile page opens.

  3. Scroll to the Agent Sales Order Settings section.

  4. In the Create order flow field, select the flow you just created. If you leave this empty, the agent uses the default intake procedure.

  5. Click Save in that section to apply the change.