Each agent can have its own order steps. Open the agent in Settings › Sales Channels › B2B agents, go to Agent Sales Order Settings, and pick the steps in Create order flow. Leave it empty to use your standard order steps. Click Save.
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 different ones depending on how each agent works with you.
For example, a hotel's orders might ask for the hotel department first, then the items, then the delivery date. A partner shop's orders might only need the items.
Choose the Order Steps for an Agent
Click Settings (the gear icon at the top right).
In the Sales Channels section, click B2B agents.
In the Agents list, click the agent you want to set up. Their page opens.
Scroll to the Agent Sales Order Settings section.
In the Create order flow field, select the order steps this agent's orders should follow. If you leave this empty, the agent uses your standard order steps.
Click Save in that section to apply the change. You'll see "Sales order settings updated".
The same section also sets the agent's business unit, price list, minimum order, extra tax, and the receipts, labels and PDFs printed for its orders.
Need a Different Set of Steps?
The Create order flow list shows the order steps already set up for your workspace. If your agents need steps you don't see there, contact the EasyBiz team and tell us what each order should ask for. We'll set them up for you.