B2B Buyer Access: Customer Users and Large-Order Approvals
OLT supports separate customer-company portal users with per-user tab access and active or suspended account states. One organization-level large-order threshold can send qualifying orders to an ERP review queue; while review is pending, fulfillment and invoicing stay blocked.
The implemented buyer-access and approval workflow
- Customer-company users Create separate portal-user accounts under a customer company so access is managed for each person.
- Per-user portal tabs Choose the enabled portal tabs for each customer user from that user's account settings.
- Active or suspended access An established portal-user account can be active or suspended; only an active account can sign in.
- One organization threshold Configure one large-order amount for the organization; orders at or above it enter the approval queue.
- ERP review and order hold An authorized ERP reviewer approves or rejects the request while fulfillment and invoicing remain blocked.
B2B access questions to ask during evaluation
Can access differ for users at the same customer company?
Yes. Each customer user has an individual portal account with its own enabled portal tabs.
Can an established customer-user account be paused?
Yes. ERP team members with B2B Portal write access can suspend an active portal-user account and reactivate a suspended account.
How many large-order thresholds are configured?
The implemented control uses one organization-level amount. An order at or above that configured amount requires review.
Who can approve or reject a flagged order?
The decision belongs to an authenticated ERP member with B2B Portal write access and the manager-level authorization required for large-order decisions, not to a customer portal user.
What happens while an order awaits review?
Fulfillment and invoicing remain blocked. Approval releases those gates; rejection cancels the order and records the resolution.