Start with the customer
Anchor the assisted order to the trade account, not a loose note or generic basket.
Order on Behalf of Customer Software
Let staff place customer orders without losing customer details.
Support customers through reps, admins or the order desk while keeping prices, notes, delivery detail and supplier review attached to the order.
Example order
Order-on-behalf path
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01
Staff selects customer
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02
Account products load
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03
Order notes captured
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04
Supplier team reviews
Real Porosi product screens. Customers can order on iOS, Android or the web, and submitted orders appear in the supplier dashboard for review.
Assisted route
Order on behalf must not mean rebuilding the order later.
When a customer phones, emails a PO or asks a rep for help, staff still need a structured basket tied to the right account.
Use customer details
Keep products, pricing and order history close to the order-taking workflow.
Capture the practical detail
Record quantities, delivery notes and exceptions before the order reaches operations.
Review before fulfilment
Send the assisted order into the same supplier workflow as app and web orders.
One order, two perspectives
The customer gets help; the office gets a usable order.
A buyer builds the order from the products, prices and history available to their account. When they press submit, staff-assisted customer selection, account-specific products, customer pricing and order notes stay with the order, so the supplier can check it without retyping a call, email or message.
Customer side
Customers and staff need
- A way to handle phone, PO and account-support orders without starting from scratch.
- Customer-specific products and prices visible during order capture.
- Notes and delivery expectations attached to the basket.
Supplier side
Supplier operations need
- Less retyping from rep notes, calls and support emails.
- A single review queue for assisted and self-service orders.
- Context that helps fulfilment and finance trust the submitted order.
What the supplier receives
What matters in order-on-behalf software: what survives the next step.
The supplier team receives one order record with staff-assisted customer selection, account-specific products, customer pricing and order notes. Staff can check exceptions before picking, delivery or invoice preparation begins.
Customer
Name in notes
Staff interpret who the order belongs to later.
Selected account
The order starts from the customer record and customer details.
Pricing
Manual check
Prices and product access are verified after capture.
Account-aware basket
The assisted order is built around customer-specific context.
Next step
Loose instruction
Operations rebuild the order from messages.
Reviewable order
The dashboard receives structured lines, notes and delivery detail.
Rollout
Start with the orders staff already place for customers.
Use real phone, email, PO and rep-assisted orders to see whether the order-on-behalf workflow removes manual reconstruction.
Choose support orders
Pick customer orders that staff currently enter after a call or message.
Apply account rules
Use real products, price lists, delivery detail and notes.
Follow the review
Confirm what the supplier team receives before fulfilment.
FAQ
Frequently asked questions about Order on Behalf of Customer Software
How would Order on Behalf of Customer Software work for a regular customer?
When a customer phones, emails a PO or asks a rep for help, staff still need a structured basket tied to the right account.
What can buyers do with order on behalf?
A way to handle phone, PO and account-support orders without starting from scratch. Customer-specific products and prices visible during order capture.
What does the supplier team receive from order on behalf?
Less retyping from rep notes, calls and support emails. A single review queue for assisted and self-service orders.
How does Porosi start a rollout?
Use real phone, email, PO and rep-assisted orders to see whether the order-on-behalf workflow removes manual reconstruction.
See it with your own accounts
Check order-on-behalf with your real customer calls.
Bring orders staff currently place for customers and compare how much context survives.