Follow a B2B purchase from Cart to Order: the B2B Cart and its freeze and lock strategies, the full Quote lifecycle from Quote Request to Order, price locking and renegotiation, and Recurring Orders for replenishment.
Learning objectives
After completing this module, you should be able to:
- Create B2B Carts with Business Unit context, distribution Channel scoping, and native purchase order tracking.
- Configure multiple shipping addresses and apply Cart freeze and lock strategies to support buying-committee review.
- Decide when a B2B purchase should follow the Direct Order path, the Quote path, or the Recurring Order path.
- Trace the full Quote lifecycle from Quote Request through Staged Quote to Order, and explain how price locking preserves negotiated terms.
- Configure Recurring Orders with the correct price-selection mode and schedule for B2B replenishment.
- Model B2B-specific data with Custom Fields and Custom Objects, and prefer a native field where one exists.
Prerequisites
- Discover and order products in B2B module from this learning path, which covers how buyers find products and convert Shopping Lists into Carts.
- Implement carts and shopping lists learning path, which covers the Cart lifecycle and Order creation this module builds on.
Audience
- Functional Architects and Solution Designers responsible for evaluating platform capabilities and recommending B2B modeling strategies.