Retail checkout or a dealer ordering portal?

The same product may need different ordering rules for a retail customer and an approved trade account. Decide which journeys the first release must support.

Retail purchase

Review product variants, promotions, delivery charges and payment confirmation. Explain how a customer sees an unavailable item, a failed payment or a refund.

Trade ordering

Define account prices, minimum quantities, credit holds and purchaser approvals. Decide whether an order is immediately confirmed or waits for stock and finance checks.

Fulfilment and reconciliation

Name the system that owns stock and order status. Follow an example through payment, allocation, dispatch and cancellation, including how failed updates are reviewed.

Use these planning briefs to review the users, business rules and integrations your project may need.