01 WHO BUYS FROM YOU
01.01Does one buying organisation ever hold more than one account number in your ERP?
01.02Can one person legitimately buy for more than one of your customers?
01.03Does your largest customer buy to more than one address, and does each address carry its own price?
01.04Who inside the customer approves an order above a threshold, and does that person exist in a system today?
01.05Do your customers require a purchase order reference on the order, or on every line?
01.06Should a buyer see orders placed by other people in the same company?
01.07Is every buyer contact in your customer master a person, with an address of their own?
01.08Do you sell the same item to trade customers and to the public?
01.09Do you have customers under a parent that negotiates centrally and buys locally?
01.10How does a new trade customer get an account today, and who approves it?
02 WHAT THEY PAY
02.01Is a contract price a fixed amount per item, a percentage off list, or a cost-plus calculation?
02.02How many distinct price lists exist on day one, and how many items does the largest carry?
02.03Do prices break by quantity, and are the breaks per item or per product family?
02.04Does any price depend on the whole order rather than on the line?
02.05Do promotions ever stack on top of contract price, and in what order do they apply?
02.06Who changes a price, in which system, and how often?
02.07Is any customer quoted in a currency other than the one you invoice them in?
02.08Is freight priced when the buyer submits, or after the warehouse picks the order?
02.09Do you apply surcharges, fees or minimum order values that are not products?
02.10Where is tax exemption held: per customer, per location, or per certificate with an expiry?
02.11Can you produce today's correct price for any customer and any item without asking a person?
03 WHAT THEY ORDER
03.01How many items are visible to your largest customer, and how many to your smallest?
03.02Take twenty items at random. Can a buyer find each one without calling you?
03.03Do you sell in units that differ from how you stock and pick?
03.04Do minimums, increments or case packs differ between customers?
03.05Do customers order from their own part numbers or saved lists more often than by browsing?
03.06Is stock one number, or per warehouse with allocation rules?
03.07Do you sell configured, cut-to-length or made-to-order items?
03.08Is any customer contractually forbidden from buying specific items?
03.09How current does availability have to be before it misleads a buyer: seconds, minutes, or overnight?
04 WHAT HAPPENS AFTER SUBMIT
04.01What is the system of record for an order, and can it accept an order created outside it?
04.02Should a portal order land as a firm order, or as a pending order that a rep releases?
04.03What happens today when a customer is over their credit limit, and who decides?
04.04Can your ERP return available credit in real time, or only a balance from last night?
04.05Which system owns net terms, and can terms differ per ship-to location?
04.06When an order fails to post to the ERP, who finds out, and how?
04.07Are open invoices, aging and statements reachable through an interface, or only as printed reports?
04.08If a buyer pays online, which system applies the payment against the invoice?
04.09Do you take payment at order time, on terms, or both depending on the customer?
04.10Does anything downstream depend on a rep touching the order?
04.11What is your ERP's integration surface: a supported API, a middleware layer, a database, or nightly files?
04.12Who inside your company can answer the previous question without calling a vendor?