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Approval Flows, Quotes, and Procurement

Design procurement workflows for spending limits, quote requests, staged quotes, approvals, and purchase order controls.

55 min
3 sections
approvals
quotes
procurement
1
2
3

01. Treat procurement as a workflow

Section 1 of 3

Enterprise B2B buyers often need quote negotiation, approval routing, purchase order validation, budget checks, and audit trails. Use Commercetools B2B resources where they match the workflow and integrate external procurement systems where finance ownership requires it.

text
Procurement flow:

Buyer creates Cart
  -> submit Quote Request for negotiated items
  -> seller creates Staged Quote
  -> buyer accepts Quote
  -> approval rule evaluates threshold
  -> finance approver approves
  -> order is created with purchase order evidence
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