Documentation
B2B

Demo flow

Elevate, May 20-22-2025, Miami Beach, Florida

You are now ready to see your commerce solution in action. Explore the product catalog by browsing or searching as a guest or logged-in customer. Additionally, you can change the languages and countries you set up, add items to your cart, enter payment details and shipping information, and proceed to check out.

Onboarding

Before shopping, all customers need to register in your shop. Requiring registration ensures that you can assign each customer to a Business Unit that determines the products, prices, and discounts applicable to them.

After entering some personal information like email, name, password, and company name, the user receives a verification email. Clicking the link in the email activates the account, and the user can use their email and password to log in to your store.

In the Store launchpad for B2B, each new registered Customer gets automatically assigned to a new Business Unit in the roles of Admin and Buyer. This Business Unit is linked to a default Store, which is linked to a default product catalog and channels for pricing and inventory.

In this setup, new customers will initially see the same default products, prices, and discounts. You can customize the onboarding flow to meet your specific requirements. For instance, each sign-up could land in a queue that your onboarding team processes asynchronously.

Depending on the roles each Customer has within a Business Unit, they’ll have different permissions in the Store:

  • Admins can manage Business Units, others' Carts, Orders, Quotes, update Approval Flows, and create and update Approval Rules.
  • Buyers can manage their own Carts, Orders, and Quotes.
  • Approvers can manage others' Carts, Orders, Quotes, update Approval Flows, and create and update Approval Rules.

When a customer doesn’t have permission to view a page or perform an action, an information message appears on top of the page. For example, when an Admin visits a product detail page, they are informed that they do not have the permission to add items to the cart.

Product discovery

When product discovery is the initial phase of shopping, your customers find and explore products that match their preferences, needs, and interests. It is a critical aspect of the commerce experience because it can significantly impact a customer's likelihood to make a purchase and their overall satisfaction with the store.

Search functionality: a robust search feature allows customers to enter keywords, product names, or specific criteria to find the products they are looking for quickly. Search results should be accurate and relevant.
Filters and sorting: filter and sorting options help customers narrow down their product choices based on attributes like price, size, color, or brand. Navigate to a category listing page and explore the available filters.
Navigation: organizing products into well-defined categories and subcategories makes it easier for customers to browse and discover items related to their interests. The navigation is integrated into the header and contains all the categories coming from Composable Commerce.
Customer-specific assortment: the product catalog can be personalized to each Customer, depending on their Business Unit. Switching Business Units allows them to see different products, prices, and discounts.

Here are some suggested demo flows that work with the default setup and sample data. You may need to adjust those flows to fit your data.

Product discovery via the homepage

On the homepage, scroll down to New Arrivals to view a product listing.
  • To preview the product, you can use the Quick View functionality.
  • To view the Product Detail Page that includes Product description and Additional details, go to More details.
As a Buyer, you can either add the item to your cart using Add to cart or add it to your wishlist using the heart icon.

Product discovery via categories

You can search for a product using categories from the navigation. Any category will take you to a Category Listing Page that includes filters to narrow down the product list further.

Account management

Account management functionality allows your customers to see and manage their profile, manage business units, change passwords, or look at their past quotes or orders. Either register a new account or use an existing account to discover this part of the storefront.

Company administration

In this section, Admin users can view, edit, or create Business Units. They can also assign roles to other Associates within these Business Units.

Approval Rules

In this section, admins and approvers can create and update rules that determine whether an Order requires approval before it can be ordered by the requester.

Approval Flows

In this section, admins and approvers can approve or reject an Order that matches any of the defined Approval Rules.

Orders

In this section, Buyers can view Orders made on behalf of the Business Unit.

Quotes

In this section, Buyers can view, accept, renegotiate, or decline Quotes received from the seller. They can also view all the Quote Requests they sent to the seller.

Quick Order

The quick order feature offers an alternative way to add items to a cart without going through the Product Detail Page. Buyers can search for an SKU, or upload a CSV file with a list of SKUs and add the items to their cart.

Checkout

As a Buyer, you can initiate the checkout process for any item in your cart. To do this, click the cart icon in the top-right and select Go to checkout. First, select delivery and billing Addresses. Then, select a shipping method and complete the invoicing information.
Following a successful checkout, you will be redirected to the Thank you page. Then, you can also review the order in the Account section.