The order arrived. Why must someone enter it again?
From customer request to an accepted operational order.
B2B portal · pricing rules · approvals · ERP
The customer orders, but a salesperson still checks the price, availability or exception across email, spreadsheets and ERP. We trace one real order with your people and find the part that needs clear rules and a responsible owner.
The customer sees an order. Your team sees manual work.
Your e-commerce site or B2B portal may work well until the order reaches your actual commercial rules. The gaps often sit between the request and the accepted job.
A price for this customer only
Contract terms, volumes and exceptions live with sales, while the ordering system cannot apply or explain them reliably.
Availability is confirmed elsewhere
Sales, stock and production see different states. The answer to the customer waits for a call or spreadsheet.
The order is entered twice
After approval someone enters it into ERP again. When it changes, the current version and its approver become unclear.
Connect the decisions, not just the data.
We start with one customer type and one actual order path. Systems that work stay in place; we test standard features first and use them where they fit.
Trace one order
With sales, operations and IT, we name the input, pricing rule, approval, availability and the point at which the order is truly accepted.
Buy, configure, connect or build
We check what ERP, e-commerce and established B2B products can already do. A custom piece makes sense only where there is a real gap.
Deliver a usable first flow
We define a small scope people can use from customer request to confirmed status. Price and schedule follow validation of that scope.
Own the operation over time
Together we name who monitors failures, changes the rules and develops the flow. Ongoing work has a clear scope and named owners.
If a standard B2B product or ERP configuration solves the problem, we will recommend it.
Systems and operations we know how to own.
Every order process differs. The first conversation establishes whether there is a useful piece for us to own together.
One anonymised order is enough.
We do not start with a feature list for a new portal. We want to understand where decisions are made today and who owns them.
What we will ask
- How does the customer place the order, and what can you confirm immediately?
- Who decides on price, availability and exceptions?
- Where does a request become a committed operational order?
- What happens when the order changes or a system is unavailable?
- Who will own the flow after launch?
What do you need but you can’t buy off the shelf?
Prefer e-mail? jakub.bily@moravio.com · Or book a call