A checklistbefore a B2B launch.

The list grew from the mistakes that most often show up in the first week of online wholesale. Go through it on a test account assigned to a real buyer group, not on an admin account.

Prices and trade terms

• Each buyer group sees its own price list, not the retail one.
• Quantity tiers count from the right quantity and in the right order against the group discount.
• A specific buyer's individual prices win over the general price list.
• Net and gross prices are shown the way you agreed with buyers.
• The sales rep sees the same price as the buyer in the portal.

Limits and money

• The buyer's name, tax number and address match the register, because they go on every invoice.
• Buyers on payment terms have a limit and it is clear what happens when it is exceeded.
• Each buyer's balance and due dates are visible in one place, with overdue amounts.
• Company verification in GUS and VIES works at registration, tested on a real tax number.
• At least one payment method works and a real small payment went through it.

Orders, shipping and returns

• Stock matches the warehouse.
• Delivery cost is visible before the order is confirmed, also for pallets and multiple parcels.
• The carrier label prints from the panel on a real printer.
• The lead time on the site is realistic for a large order, not just a small one.
• It is clear who handles returns and complaints and on what terms.

Documents and data

• The terms describe your sales, not someone else's.
• The privacy policy lists every company that touches buyer data.
• You know how you issue invoices and when the Polish KSeF e-invoicing system covers you; the invoice, correction, return path has been tested.
• VAT rates on products are checked, not one rate forced on the whole catalogue.
• You know what to do when a buyer asks for their data or for its deletion.

The first week

Start with a few trusted buyers, not everyone at once. Collect their feedback after the first orders, fix what came up and only then send invitations to the rest. A week of calm launch saves a month of firefighting.

A checklist does not replace a test on a real order. It only shows where to run it.