Velaxe
OrderFlow — Orders, Carts, Quotes/RFQ, Shipments & Returns | Velaxe

OrderFlow

Create, approve, and convert B2B quotes

Use approvals and negotiated pricing, then convert to an order.

15 min Beginner Sales Ops, Account Manager Updated Sep 19, 2025
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Overview

Use approvals and negotiated pricing, then convert to an order.

Prerequisites

  • B2B Accounts module enabled

Permissions required

quotes:create quotes:approve orders:create

Steps (3)

Estimated: 15 min
  1. 1

    Draft the quote

    Sales Ops 5 min Back to top

    Quotes → **New**. Select account, add lines, set negotiated price or discounts.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Route for approval

    Account Manager 4 min Back to top

    Submit for approval if above thresholds. Approver can comment and adjust.

    Tips

    —

    Validation

    • Quote status = approved; expiry date set.

    Success criteria

    —

  3. 3

    Convert to order

    Sales Ops 4 min Back to top

    Click **Convert to order**. Choose payment terms or link to payment intent.

    Tips

    —

    Validation

    —

    Success criteria

    • Order created with quote reference; audit trail preserved.

About this guide

OrderFlow is the operational heart of your store. Create and manage carts and orders, handle quotes/RFQs with approvals for B2B, and orchestrate shipments and returns. Keep teams aligned with timelines, status tracking and fast analytics rollups.

Recovery flows detect abandoned carts and trigger emails. Deep integrations connect ProductCatalog, Access Guard, Payments and ChannelBridge so OrderFlow stays in sync without storing card data. Export/import CSV or JSON, publish webhooks, and automate downstream processes with a secure Bridges layer.