# B2B Order Portal ERP Sync Checklist

Use this checklist before exposing self-service B2B ordering to customers.

## Customer And Catalog

- Customer account ownership is defined between CRM and ERP.
- Ship-to, bill-to and contact roles are synchronized or intentionally local.
- Contract catalog rules are documented.
- Customer-specific price list ownership is clear.
- Product visibility rules are tested for at least three customer types.

## Availability And Orders

- Availability freshness is visible to users.
- Lead-time fallback copy is defined for ERP outages.
- Draft, submitted, accepted, rejected, shipped and invoiced states are mapped.
- Duplicate order protection uses an external reference or idempotency key.
- Order confirmation does not depend on a silent ERP response.

## Documents

- Quote, invoice, delivery note and certificate visibility rules are documented.
- Sensitive documents are permission-gated by account and role.
- File links expire or require authenticated access.

## Launch Evidence

- Integration payload examples are approved.
- Masked screenshots are captured.
- Rollback plan is documented.
- Support owner knows how to trace an order from portal to ERP.