Set Controls for Recurring B2B Buyer Orders

Choose the record that authorizes each release

A standing schedule can help buyers and merchants plan. Record which purchase order, release notice, or buyer approval controls each sale. Check what can change between releases, including the price, ship-to location, quantities, and payment method.

Require review when important details change

• Assign an owner to check buyer contact changes against an established account contact.
• Record price and quantity exceptions and the buyer approval needed for a revised order.
• Keep order approval separate from permission to charge any saved payment method.

Run a cancellation and pause exercise

Walk through a buyer pause that arrives after an order was created but before payment or shipment. Verify which reminders, payment actions, and fulfillment tasks stop. Give support a record of whether the pause affects one release or all upcoming orders.