01
The cart sits in email
A customer submits, a manager asks for context, and the order waits.
B2B Approvals & Workflow | Nomad eCommerce
Solutions / Approvals & workflows
Approval rules that don't stall the order.
Route orders to the right approver automatically before they hit your ERP.
Preview
Where it breaks
The short version.
- The cart sits in email
- Thresholds are invisible
- The review trail is scattered
01 / The extra work
What slows your team down when your website and ERP don’t talk.
When your store isn’t wired to your ERP, your staff ends up doing the work by hand.
02
Thresholds are invisible
Customers learn the approval rule after they hit submit.
03
The review trail is scattered
Approvals, quotes, and order changes live in different threads.
02 / What good looks like
What changes when your website runs on your ERP.
Customers get self-service answers, and your team gets hours back every day.
01
Rules before submit
Spend thresholds, roles, and account rules are visible in the buying flow.
02
A clear approval path
The customer and approver see status, comments, and next steps.
03
A clean ERP handoff
Approved orders land with the right account, price, and terms.
03 / The ERP handoff
What the ERP already knows.
The website should respect the main system, not recreate it.
01
Customer roles
Customers, approvers, and account administrators from the ERP.
02
Order and quote values
The value, account, and product rules that trigger review.
03
Order status
The approval state before the order reaches shipping and delivery.
04 / The path
A focused path from pain to proof.
Start with the real version. Prove the rules before launch.
01
Map the approval matrix
Document thresholds, roles, and problems.
02
Map the ERP rules
Confirm which logic stays in the ERP and which is visible in the website.
03
Set up the path
Make the rule, approver, and status clear to both sides.
04
Prove the escalation
Test rejection, revision, and out-of-band approval scenarios.
05 / Questions
What this usually brings up.
Bring the hard questions to the first working session.
Do not duplicate approval logic without a clear system owner.
Name the role and the fallback when that person is unavailable.
The customer needs a next step, not a dead end.
The order history should show who approved what and when.
06 / Keep going
Connect the path to the rest of the system.
Start with the closest piece, then widen the scope.
The next moveBring the approval rule.
Bring the approval rule.
We'll map the buying path.
Show us the threshold, the approver, and the order that gets stuck. We will map the visible path and the ERP handoff.