Map the account model
Identify companies, buyers, permissions and approval steps. Record how customers become eligible to purchase and who maintains their details. Check current platform and plan capabilities against these needs before selecting an implementation.
Storefront theme editor
Review storefront sections and the settings merchants can manage themselves.
Map commercial rules
Document catalogues, pricing, order quantities, payment terms and fulfilment expectations for confirmation by the responsible team. Identify exceptions and who can approve them. Use representative customer accounts when testing.
Define operational acceptance
Test the journey from account access to order processing and support. Review the systems that need the resulting data. A B2B store is ready when the operating process works for its users, not only when the catalogue is visible.
Put the guidance to work
Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.
Discuss this with us