# Workflow: Small Wholesale B2B Quote to Fulfillment

## Purpose

Support business-account orders from quote preparation through fulfillment while keeping commercial, purchasing, credit, and shipping decisions under human control.

## Step 1: Validate the Account and Request

- Confirm the account, authorized contact, ship-to location, product identifiers, quantities, requested date, and source record.
- Use only approved price tiers, tax status, credit status, payment terms, contracts, and product restrictions.
- Flag conflicting records, expired documents, incomplete approvals, unusual quantities, and possible duplicate requests.

## Step 2: Prepare the Quote Draft

- Separate unit price, discount, freight, tax, lead time, substitutions, and expiration assumptions.
- Do not infer stock, extend credit, alter commercial terms, or accept an order.
- Route nonstandard price, margin, contract, tax, credit, and restricted-product issues to the accountable person.
- A person approves every quote and outbound account message.

## Step 3: Review Inventory and Replenishment

- Reconcile on-hand, allocated, available, backordered, and incoming quantities by product identifier.
- Calculate recommendations from documented demand, safety-stock, lead-time, and minimum-order rules.
- Flag stale counts, unusual demand, excess or aging stock, supplier concentration, and uncertain lead times.
- A buyer approves every purchase order or supplier commitment.

## Step 4: Prepare Fulfillment

- Verify order approval, allocation, pick quantity, packaging, address, carrier instruction, and requested date.
- Preserve lot, serial, shelf-life, hazardous, export, or other traceability data when applicable.
- Route credit holds, shortages, substitutions, address conflicts, damage, and restricted goods to a person.
- A person authorizes inventory release, shipment booking, substitutions, and delivery commitments.

## Step 5: Reconcile and Report

- Compare ordered, allocated, picked, shipped, backordered, and invoiced quantities.
- Draft account updates that clearly label estimates and unresolved exceptions.
- Produce an exception summary with impact, evidence, recommended next action, accountable owner, and approval status.
