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Apply B2B Cart configuration, the Quote lifecycle, price locking, Recurring Orders, and B2B data modeling to design B2B purchasing.

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After completing this page, you should be able to:

  • Make decisions on Cart context, freeze strategy, the Quote flow, Recurring Orders, and B2B data modeling to implement B2B purchasing correctly.

Zen Electron Trade is implementing purchasing for Atlas Corporate Solutions, a multi-region, quote-based buyer whose APAC division negotiates large baskets, ships to multiple sites, and reorders some consumables on a fixed schedule. Decide how Carts, Quotes, and Recurring Orders should be configured.

Work through the following questions to confirm your understanding.

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Next module

Well done for completing the Implement B2B purchase flows module. You can now configure a B2B Cart with Business Unit context, purchase order tracking, multi-site shipping, and freeze strategies; trace the full Quote lifecycle and explain how price locking preserves negotiated terms; and design Recurring Orders with the right price-selection mode and schedule.

In the next module, Configure approval workflows, you will add governance to this purchasing flow: Approval Rules and their predicates, approver hierarchies and tiers, how Approval Flows progress and handle rejections, and how approval rule inheritance follows the Business Unit hierarchy.