Approved customer accounts
Restrict pricing or ordering to verified business customers when required.
B2B ordering workflow
A wholesale ordering system shaped around account pricing, pack sizes and approval rules.
Wholesale ordering differs from ordinary ecommerce. Buyers may have approved credit, customer-specific price lists, pack quantities, sales representative ownership and manual confirmation before dispatch. Kailvex can build a focused B2B ordering portal or extend an ecommerce platform when the business rules are stable enough to document and test.
✓ Written scope✓ Transparent limitations✓ Secure handover planning
UnderstandMap users, rules and dependencies
DesignChoose the simplest reliable workflow
BuildDevelop and test the approved scope
HandoverDocument access, ownership and support
Account-based accessPack and MOQ rulesApproval workflowOrder status visibility
What the solution may include
Capabilities selected around the actual operating workflow.
Every feature remains subject to written scope, platform capability, data readiness and third-party approval.
Price lists and tiers
Apply account, role, quantity or catalogue-based pricing under documented rules.
Pack-size controls
Display case, box, piece or unit multiples and prevent invalid order quantities.
Quotation or approval path
Allow staff review before an order becomes confirmed, invoiced or released.
Credit and payment status
Record approved payment terms without representing the software as a lending decision system.
Fulfilment tracking
Show accepted, packed, dispatched or completed status according to the business process.
Practical outcomes
Reduce operational friction without making unsupported promises.
The goal is a maintainable system that makes responsibilities, statuses and customer expectations easier to understand.
Fewer price disputes
The buyer sees the price list and pack rules assigned to the account.
Cleaner order entry
Minimum quantities and multiples can be checked before submission.
Controlled acceptance
The business can review stock, credit and delivery before final confirmation.
Useful account history
Authorised users can review orders without relying on message threads.
Delivery approach
Decisions are documented before the system is treated as complete.
Discovery, prototyping, implementation and acceptance are connected to the same approved business rules.
Commercial-rule mapping
Document customer eligibility, prices, taxes, minimums, credit and approval stages.
Portal design
Plan buyer, representative and administrator views with least-privilege access.
Integration decisions
Connect stock, accounting, invoice or courier systems only where interfaces are available and reliable.
Pilot reconciliation
Run selected accounts through real order scenarios before wider rollout.
Scope and responsibility
Important boundaries to confirm before implementation.
Kailvex documents technical responsibilities, but the customer remains responsible for business policies, lawful operations and information supplied for the project.
- Credit approval, tax treatment and invoice compliance remain the business’s responsibility.
- Accounting or ERP integration depends on supported APIs, data quality and third-party access.
- Displayed stock should match the source system and update schedule defined in scope.
- Customer-specific pricing must have a controlled approval and change process.
Frequently asked
Questions to resolve before approval.
Yes. Account or role-based pricing can be supported when the rules are documented and administratively controlled.
Yes. A submitted order can remain pending until stock, price, credit or delivery conditions are reviewed.
Yes. Representative-assisted ordering can be included with clear attribution and permission rules.
Potentially. Integration depends on the accounting product, available API, data fields and commercial access.
Start with clarity
Request a written scope before choosing the implementation path.
Share the users, workflow, data, integrations, deadlines and approval process. Kailvex will identify the practical next step without promising outcomes controlled by third parties.