B2B ordering - from a customer price list to approval
Every business customer gets their own price list - price, discount and a minimum pack size per catalog item - and an order moves from draft to submission to a manager's approval or rejection, with a sales rep limited to ordering only for the customers they handle.
What a B2B ordering system is
A B2B ordering system is the process a business uses to sell to other businesses from a catalog and a price list, not a one-off till sale. In Lynxbe every business customer gets their own terms - a fixed discount on top of a given price list - and every catalog item can carry a special price, a discount, a minimum quantity and a pack size. An order opens as a draft, moves to submission, and a manager approves or rejects it before it moves to shipping and delivery. A sales rep only sees and orders for the customers assigned to them.
What the B2B ordering system actually does
A catalog with price, stock and pack size
Every catalog item carries a unit, a default pack size and optional stock tracking. An order quantity that does not divide evenly into the defined pack size is checked and rejected before it reaches approval.
A price list and terms per customer
Build a price list for a group of customers, and set a special price, a discount percentage and a minimum order quantity per item on it. On top of the price list, a customer can carry their own fixed discount, applied after the price list's discount.
An order that moves from draft to submission to approval
An order opens as a draft, is submitted and waits for a manager's approval. A manager can approve, reject or edit the order before approving it, and after approval it moves on to shipping and delivery - every status change is recorded in the order's history.
A rep limited to the customers they handle
A sales rep who is not a manager can only open and submit an order for a customer they are responsible for, who is on their team, or who was explicitly assigned to them in the customer's terms. Trying to order for another customer is blocked.
Cost and margin stay with management
Cost and margin fields on the order are hidden entirely from a rep or a customer - only the manager role sees them. That lets a rep place orders without being shown the business's margin structure.
An order confirmation as a PDF
Export an order confirmation as a PDF with the order details and its line items, to send to the customer or keep for internal records.
One Platform. Everything Connected.
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Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
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See How Modules Work Together
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WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
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Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
B2B ordering FAQ
How does a customer price list work in B2B ordering
What is a pack size and how is it checked
Who can approve a B2B order
Can a rep order on behalf of any customer
Does the customer see the business's cost and margin on the order
Which plan includes the B2B ordering module
We will show you how a customer's price list turns into an order that moves from draft to a manager's approval.
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