Creating Orders

Overview

Placing orders on Offergrid is straightforward. Collect the necessary customer information, select services, and submit. Providers handle fulfillment.

Required Information

Before placing an order, collect:

Customer Information

Full name
Email address
Phone number

Service Address

Street address
City
State
ZIP code
Country
Unit/apartment number (if applicable)

Optional Details

Customer preferences or notes
Installation preferences
Contact time preferences
Special requirements

Double-check addresses before submitting. Address errors are the #1 cause of order rejections.

Placing an Order

Via Dashboard

Select service

Browse catalog and click Order on chosen offer

Enter customer information

Fill in customer name, email, and phone number

Enter service address

Provide complete service address including unit number

Add notes (optional)

Include any special requests or customer preferences

Review and submit

Verify all information is correct, then click Place Order

Via API

curl -X POST https://api.offergrid.io/reseller/orders \
  -H "x-api-key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "items": [
      { "offerId": "off-123-abc" }
    ],
    "customerInfo": {
      "firstName": "John",
      "lastName": "Doe",
      "email": "john@example.com",
      "phone": "+1-555-123-4567"
    },
    "serviceAddress": {
      "street": "123 Main St",
      "city": "San Francisco",
      "state": "CA",
      "zipCode": "94102",
      "country": "US"
    },
    "notes": "Customer prefers afternoon installations",
    "metadata": {
      "referralSource": "property-listing",
      "unitNumber": "4B"
    }
  }'

Training Orders

To practice the flow or run a demo without creating live work, flip on Training order on the Review & Submit step (or send "isTraining": true on POST /reseller/orders). A training order goes to the provider and moves through the normal lifecycle like any other, so you see exactly what a live order looks like on both sides. The differences:

It is badged Training in your orders list and on the order page, and the provider sees the same badge.
Emails are prefixed [Training], in-app notifications Training:, and webhook deliveries carry "training": true plus an X-Offergrid-Training: true header.
It never earns commission, never creates a customer record, and is left out of your overview and revenue numbers.
Anyone who placed it (or any admin) can delete it from the ⋯ menu on the orders list or the order page; admins can delete every training order at once from the Training only view. Deleting also removes it from the provider’s list and leaves them a short notice.

The switch covers partner-signup offers too: they are captured on the same training order, the prefilled links work as live, and nothing is counted in analytics. Use your own email address as the customer email on a training order so the confirmation emails come to you rather than to a real person. Some offers are finished on the provider’s own site rather than fulfilled through Offergrid. They are still placed from the same wizard and land on the same order, as items in status partner signup (handoff):

After you submit, the confirmation page shows a prefilled signup link per partner-signup item. Open it with the customer or copy it to send to them. The link stays available from the order page and the ⋯ menu on the orders list.
The provider receives the item like any other order item and confirms the signup against it (accepts or rejects) once the customer completes it on their site. Commission, if any, accrues on acceptance.
Their price is set and billed by the provider, so it is not part of the order’s monthly total.

Deleting an Order

Every order has a ⋯ menu on the orders list and on its own page with a Delete order… action behind a confirmation. Deleting removes the order, its items, its notifications and any unpaid commission on it, on your side and the provider’s, and leaves each provider a short in-app notice. Two limits:

Deleting a live order is admin-only. Members can delete the training orders they placed.
An order with paid-out commission cannot be deleted; cancel it instead, so the ledger stays intact.

If the provider has already started work on a live order, prefer cancelling over deleting: a cancellation reaches them by email and webhook, a deletion only by the in-app notice.

Multi-Service Orders

Order multiple services at once:

{
  "items": [
    { "offerId": "internet-offer-id" },
    { "offerId": "electricity-offer-id" }
  ],
  "customerInfo": { ... },
  "serviceAddress": { ... }
}

Each service becomes a separate order item sent to its respective provider.

Best Practices

Verify address format

Ensure addresses are complete and properly formatted. Include apartment/unit numbers.

Use customer's email

Use the end customer’s contact info, not your own. Providers may need to reach them directly.

Add helpful notes

Include details that help providers: preferred contact times, gate codes, special access instructions.

Confirm before submitting

Review all details with customer before placing order. Changes after submission are difficult.

Set customer expectations

Tell customers when to expect contact from providers (usually 24-48 hours).

After Submitting

What happens next:

Order created

You receive order confirmation with order ID

Sent to provider

Order automatically routed to the service provider

Provider reviews

Provider checks serviceability and accepts or rejects (usually within 24 hours)

Customer contacted

If accepted, provider contacts customer to schedule

Service installed

Provider completes installation and activates service

You get paid

Commission earned upon successful activation

Order Confirmations

You’ll receive: Immediate: Order ID and confirmation Within 24 hours: Provider acceptance or rejection Updates: Status changes throughout fulfillment Set up webhooks for real-time notifications.

Next Steps

Customer Information

Required customer details

Order Submission

What happens after submission

Tracking Orders

Monitor order status

API Reference

Complete API documentation

Getting Started

Finding Offers

Placing Orders

Managing Orders

Integration

Overview

Required Information

Customer Information

Service Address

Optional Details

Placing an Order

Via Dashboard

Via API

Training Orders

Deleting an Order

Multi-Service Orders

Best Practices

After Submitting

Order Confirmations

Next Steps

Customer Information

Order Submission

Tracking Orders

API Reference

​Overview

​Required Information

​Customer Information

​Service Address

​Optional Details

​Placing an Order

​Via Dashboard

​Via API

​Training Orders

​Partner-Signup Offers

​Deleting an Order

​Multi-Service Orders

​Best Practices

​After Submitting

​Order Confirmations

​Next Steps

Customer Information

Order Submission

Tracking Orders

API Reference

Overview

Required Information

Customer Information

Service Address

Optional Details

Placing an Order

Via Dashboard

Via API

Training Orders

Partner-Signup Offers

Deleting an Order

Multi-Service Orders

Best Practices

After Submitting

Order Confirmations

Next Steps