Buyers and accounts
Identify who researches products, who places an order, and who approves it. Document account creation, purchasing permissions, sales territories, and any customer-specific catalog needs.
Catalog and pricing
Review product attributes, variants, images, specifications, and supporting documents. Identify where pricing comes from and how contracts, quantity breaks, and quotes are handled.
Orders and fulfillment
Map payment terms, purchase orders, shipping rules, partial shipments, backorders, returns, and order history. Test the exceptions as well as a straightforward order.
Systems and data ownership
List the ERP, CRM, inventory, and product-data systems involved. Name a source of truth for every important field and decide how to handle synchronization failures.
Launch and adoption
Prepare staff training, customer communications, end-to-end testing, and a support process. Define success using measures such as completed orders, repeat use, and reduced manual work.