Here’s your B2B checkout customization checklist. It’s designed for real-world complexity: multi-location buyers, layered approval flows, industry-specific compliance, and integration into the ERP jungle.
Make your checkout work the way your buyers do.
Payment Terms & Flexibility
✓ Enable Net Payment Terms (e.g., Net 30, Net 60, Net 90)
✓ Auto-assign terms by customer group, contract, or credit profile
✓ Support for split payments across:
- Cost centers
- Departments
- Internal accounts
✓ Allow partial payments and deposits (with rules by order type/value)
✓ Integrate 3rd-party financing or leasing providers
✓ Let buyers save multiple payment methods (card, ACH, invoice)
✓ Apply payment limits based on role, hierarchy, or budget caps
Purchase Orders & Invoicing
✓ Accept PO uploads or PO number entry at checkout
✓ Auto-match POs to contracts or saved buyer templates
✓ Trigger invoice generation post-checkout
✓ Sync invoices to ERP in real-time or batch mode
✓ Support tax-exempt flows (auto-validate certs)
✓ Display real-time credit availability from ERP
User Roles & Buyer Permissions
✓ Support multiple user roles per account (e.g., Buyer, Approver, Finance)
✓ Assign checkout permissions by user level
✓ Include role-specific checkout experiences (e.g., pre-filled defaults for junior buyers)
✓ Configure approval routing before order submission:
- Single approver
- Sequential approval
- Threshold-based auto-approval
✓ Track order history per user and per account
✓ Enable self-service reordering, order editing, or cancelation (role-restricted)
Smart UX & Custom Logic
✓ Show/hide fields based on:
- Buyer type
- SKU type
- Shipping region
✓ Autofill address, payment, and tax details for repeat customers
✓ Conditional validation (e.g., require PO only for orders over $5,000)
✓ Show/hide SKU-level compliance flags or warnings
✓ Support headless checkout (embedded in distributor portals, apps, etc.)
✓ Branded checkout experience with dynamic field labels and UI skin
✓ Localize currencies, payment options, and tax logic by market
Shipping & Fulfillment Rules
✓ Dynamic shipping method selection based on:
- SKU attributes (e.g., hazmat, oversized, refrigeration)
- Destination
- Contract terms
✓ Multi-location shipping:
- Route items to different warehouses
- Split shipping by line item
- Assign freight by item or pallet
✓ Integration with real-time freight and 3PL APIs
✓ Add embedded delivery instructions or compliance forms
✓ Offer negotiated shipping rates per buyer or contract
✓ Embed delivery terms into final screen
Integrations & Data Flow
✓ Real-time sync to ERP (orders, inventory, credit, tax, invoicing)
✓ CRM sync to attribute customer behavior to rep performance
✓ Tax compliance integration (Avalara, TaxJar, Vertex)
✓ Custom field mapping for industry-specific data (NAICS, HS Codes, etc.)
✓ API fallback logic — what happens if the tax/payment engine fails
✓ Create analytics hooks at:
- Form fill
- Field errors
- Order submission
- Payment failure
Reporting, Audits & SLA Enforcement
✓ Trigger alerts on checkout drop-off above baseline
✓ Track time to complete by buyer segment
✓ Monitor failed payments by reason (auth decline, terms error, API timeout)
✓ Audit logs for:
- Role-based approvals
- Cart edits
- Payment changes
✓ SLA monitoring (e.g., is shipping quote shown within X seconds?)
✓ Roll-up reporting to sales and ops teams
Reorder & Post-Checkout Experience
✓ Save full cart templates by buyer
✓ Reorder from order history (one-click reorder or reorder + edit)
✓ Show expected ship date or SLA window
✓ Allow buyers to clone orders to different cost centers
✓ Email + dashboard confirmations with payment/PO details embedded
✓ Enable self-serve order tracking via portal
A great checkout doesn’t just capture the sale.
It removes risk, respects your buyer’s time, and reinforces trust.
