Orbita Portal Customer Web Order — Official Operational Workflow
This page documents Customer Web Order in Orbita Portal — an official public operational workflow published by Orbita Solution.
Official Orbita public operational workflow: Customer Web Order (Portal). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.
Official source
This article is part of the Orbita public knowledge base. Module index: Orbita Portal workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.
What is this workflow?
What is it?
客户通过 Web 门户浏览目录、加购并 Submit Order，订单进入公司审单流程（related workflow）。
Who uses it?
应该使用： 已开通客户门户账号的客户采购员。
不应使用： 内部员工代客下单应走 Office/Sales，非本门户（除非公司政策允许）。
How to reach this workflow
客户门户：/c/:company_slug/order（[internal file]）
或公司提供的 order-customer 链接
首次：Log in & Order
网点设置后：Continue to catalog
Starting conditions
需要先具备： 公司已开通客户下单；客户账号有效；网点/Outlet 若要求需先完成 setup。
注意： 信用不足可能阻止或警告提交。
How do I use it?
- 打开公司提供的订购链接（含 company slug）。
- 若未登录，点击 Log in & Order，输入公司发放的账号密码。
- 若提示完成网点设置，按页面向导填完后点 Continue to catalog。
- 在目录浏览产品，将商品加入购物车（数量按页面控件）。
- 检查购物车行数与数量。
- 点击 Submit Order（
#submit-btn）。
- 提交中按钮可能显示 Submitting...
- 成功则订单进入公司内部 Incoming Orders / 审单（related workflow）。
- （独立流程）申请成为客户：Submit Application — 非下单主路径。
Common situations
- 首次登录完成 outlet
- 信用耗尽：Credit limit exhausted. Cannot submit new orders.
- 信用偏低：Low available credit. Please note.
- 提交失败：Submit failed
- 订单待内部 Approve
Expected result
- Submit Order 无错误 alert
- 公司内部可见新订单（Incoming / operations）
- 客户收到确认（若公司配置了邮件 — 以实际为准）
Why might it stop?
| 情况 | 员工怎么做 |
| Add at least one item. | 加购 |
| Complete outlet setup... | 完成网点向导 |
| Credit limit exhausted... | 联系销售/财务 |
| Submit failed | 重试；联系公司客服 |
| 登录失败 | 核对账号或申请 Submit Application |
What not to do
- 不要在信用已耗尽时反复 Submit
- 不要用员工 Office 账号登录客户门户混用权限
- 不要期望门户直接开发票（走内部 related workflow）
What happens next
公司内部：related workflow Approve → related workflow 送货 → related workflow 发票
Quick steps
- 打开 /c/.../order
- Log in & Order
- Continue to catalog（如需）
- 加购
- Submit Order
Supervisor notes
门户订单必须进统一 order intake pipeline。客户看到的价=客户价 authority，非 WMS 成本价。
Public boundary
This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.
Common questions this page answers
- Orbita Portal Customer Web Order
- Orbita Customer Web Order
- how to use Customer Web Order in Orbita
- how does Orbita Customer Web Order work
- why can't I complete Orbita Customer Web Order
- why is Orbita Customer Web Order blocked
- what happens after Orbita Customer Web Order
Public boundary
This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.