Create an order in Order Management

task brazil Updated Sep 10, 2026 1 min read som-create-product-order.md

Create a product or service order for an account or consumer in Order Management.

Before you begin

Role required: sn_ind_tmt_orm.order_agent, sn_ind_tmt_orm.service_order_agent, or sn_ind_tmt_orm.service_order_manager

Procedure

Navigate to  Workspaces > CRM Workspace .
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Navigate to Customer Orders > All.
Select New.
On the form, fill in the fields.

Field	Description
Account	The customer account for which you want to create an order.
Consumer	The consumer for which you want to create an order.
Buyer organization	The buyer organization for which you want to create an order.
Buyer organization member	Employee of the buyer organization for whom the order is created.
Order Type	The type or order you want to create. The available options are:- Product Service
Contact	The name of the contact for the order.
Deal type	Indicates the type of deal associated with the order:- Direct: The seller engages directly with the customer, with no intermediary partner involved. Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor.
Order action	This option should be set to Add to create a new order.
Route to market	Identifies the exact sales channel used to execute the deal:- Direct Reseller Distributor
Channel partner	(Optional) The name of the organization selling a product or service.

**Note:** The fields displayed on the form change depending on whether you select account or consumer.

Select Create.

Result

The order is started and the product catalog opens.

What to do next

Browse the product catalog and add products and services to the order. For more information, see Add products or services to an order in Order Management.

Action types for customer and service orders

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---
title: Create an order in Order Management
description: Create a product or service order for an account or consumer in Order Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/som-create-product-order.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Creating orders, Order Management, Use, Sales Customer Relationship Management]
---

# Create an order in Order Management

Create a product or service order for an account or consumer in Order Management.

## Before you begin

Role required: sn\_ind\_tmt\_orm.order\_agent, sn\_ind\_tmt\_orm.service\_order\_agent, or sn\_ind\_tmt\_orm.service\_order\_manager

## Procedure

1.  Navigate to  **Workspaces** &gt; **CRM Workspace** .

2.  Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3.  Navigate to **Customer Orders** &gt; **All**.

4.  Select **New**.

5.  On the form, fill in the fields.

<table id="table_x1q_jcv_4gc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Account

</td><td>

The customer account for which you want to create an order.

</td></tr><tr><td>

Consumer

</td><td>

The consumer for which you want to create an order.

</td></tr><tr><td>

Buyer organization

</td><td>

The buyer organization for which you want to create an order.

</td></tr><tr><td>

Buyer organization member

</td><td>

Employee of the buyer organization for whom the order is created.

</td></tr><tr><td>

Order Type

</td><td>

The type or order you want to create. The available options are:-   Product
-   Service


</td></tr><tr><td>

Contact

</td><td>

The name of the contact for the order.

</td></tr><tr><td>

Deal type

</td><td>

Indicates the type of deal associated with the order:-   Direct: The seller engages directly with the customer, with no intermediary partner involved.
-   Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor.


</td></tr><tr><td>

Order action

</td><td>

This option should be set to **Add** to create a new order.

</td></tr><tr><td>

Route to market

</td><td>

Identifies the exact sales channel used to execute the deal:-   Direct
-   Reseller
-   Distributor


</td></tr><tr><td>

Channel partner

</td><td>

\(Optional\) The name of the organization selling a product or service.

</td></tr></tbody>
</table>    **Note:** The fields displayed on the form change depending on whether you select account or consumer.

6.  Select **Create**.


## Result

The order is started and the product catalog opens.

## What to do next

Browse the product catalog and add products and services to the order. For more information, see [Add products or services to an order in Order Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/som-add-products-services-to-orders.md).

**Related topics**  


[Order types in Sales Customer Relationship Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/som-order-types.md)

[Action types for customer and service orders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/order-mgt-customer-order-types.md)