Prepare the catalog
Choose the products a pilot buyer actually purchases. Clean the records before importing them.
- Check SKU uniqueness and selling units.
- Confirm descriptions and base prices.
- Identify products that need buyer-specific access.
GETTING STARTEDA considered rollout.
A considered rollout.
A confident first order.
Start with a useful catalog and a small group of repeat buyers. Verify the workflow before expanding it.
Your rollout checklistExampleDETAILYOUR WORKSPACE
PrepareClean product records
ConfigureBuyer access & pricing
ValidateOne complete order
ExpandInvite the next accounts
Set up the first working path.
Configure the buyer
Invite a customer whose purchasing pattern is familiar to the team. Match the portal to their existing agreement.
- Review product visibility.
- Verify a negotiated price and any quantity break.
- Confirm the buyer has working login access.
Complete one order
Have the buyer place a representative purchase, then follow it through the supplier workflow.
- Check quantities and PO reference.
- Confirm the order and review its status.
- If connected, verify the open invoice in QuickBooks.
Expand deliberately
Invite additional buyers once the first path is dependable. Use their questions to improve the catalog.
- Keep a named contact for buyer questions.
- Review adoption after the first purchasing cycle.
- Update the rollout list and remaining account exceptions.
What to bring to your demo.
- A sample product list with SKUs and selling units.
- A typical customer order or PO.
- Examples of account-specific pricing.
- Your preferred order-review and fulfillment process.
- QuickBooks mapping questions, if integration is required.
Use one order to evaluate the whole workflow.
Bring a non-sensitive sample instead of your full customer database. A useful demo follows the same order from buyer access to accounting review.
- Identify one buyer company, two familiar SKUs, the selling unit, and the quantities normally ordered.
- Check one negotiated price and, if relevant, a quantity break against your current agreement.
- Confirm who reviews the purchase-order reference, corrects mistakes, and communicates changes to the buyer.
- If accounting integration matters, discuss customer and item mapping, tax treatment, and who checks the resulting invoice.
- Agree what a successful pilot means: correct order details, clear responsibilities, and a buyer who can place the next order.
Ask the team to show any requirement that matters to your decision. Record unsupported requirements and proposal dependencies before expanding to more buyers.
LET’S TALK ABOUT YOUR BUSINESS
Book a personal demo ↗Start with one good order.
Walk through your catalog, buyer pricing, and ordering workflow with the SupplyDesk team.