Working template: B2B ecommerce requirements: prove pricing, approval and ordering

B2B ecommerce requirements: prove pricing, approval and ordering

Editorial working template
https://www.ecommerce.spot/en/guides/b2b-ecommerce-requirements-checklist
Reviewed: 2026-10-29

Record your own rules and retain the expected result, actual evidence and accountable approval for each case. This editorial brief is not a promise of any provider’s functionality.

Project / owners / date:
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A B2B store needs to know who is buying, which company location they represent and which commercial terms apply. Those decisions affect the catalogue, price and route from checkout to an accepted order. Test that complete chain before choosing a platform: adding a company-name field to a consumer checkout does not establish it.

1. Buying context
List companies, locations, people and the permissions each needs.
Your inputs / decision:
________________________________________
Evidence / owner / unresolved issue:
________________________________________

2. Commercial terms
Record catalogue, price priority, currency, quantity rules and tax presentation.
Your inputs / decision:
________________________________________
Evidence / owner / unresolved issue:
________________________________________

3. Order route
Which reviews and confirmations sit between submission and processing?
Your inputs / decision:
________________________________________
Evidence / owner / unresolved issue:
________________________________________

4. Payment and release
What is due, and which event permits the next operating step?
Your inputs / decision:
________________________________________
Evidence / owner / unresolved issue:
________________________________________

5. System handoff
Which company, location, purchase-order and line references must survive?
Your inputs / decision:
________________________________________
Evidence / owner / unresolved issue:
________________________________________

6. Acceptance and pilot
Retain expected outcome, actual evidence, accountable owner and known limits.
Your inputs / decision:
________________________________________
Evidence / owner / unresolved issue:
________________________________________

Acceptance checklist
[ ] Individual, company and active buying location are distinct.
[ ] Catalogue, quantity and price boundaries have passed representative cases.
[ ] Roles allow only the intended company actions.
[ ] Submitted, revised and accepted versions are traceable.
[ ] Payment terms and operational release have explicit separate rules.
[ ] ERP references, repeated requests and partial shipments are accepted.

Article references
Shopify: companies and B2B customers: https://help.shopify.com/en/manual/b2b/companies-and-customers/creating-companies
Shopify: catalogs and pricing in B2B: https://help.shopify.com/en/manual/b2b/catalogs
Shopify: B2B checkout and draft orders: https://help.shopify.com/en/manual/b2b/checkout-and-orders
Shopify: payment terms in B2B: https://help.shopify.com/en/manual/b2b/checkout-and-orders/payment-terms