[Programs]() / [B2B sales & account operations]() / [Use cases]() [The order engine]() [Start a review]() # Fourteen jobs inside your order engine. Start with one, or build the whole thing. Each one is designed, built in your accounts, then run by us or handed to your team. They share the same data, so each one you add makes the others work better. 1. [New accounts **2**]() 2. [Quotes & pricing **3**]() 3. [Orders **3**]() 4. [Self-service & status **3**]() 5. [Account growth **3**]() 01 ## New accounts The right accounts, opened with the right terms. - Account research ### Research the business accounts worth opening A sourced brief on each account worth opening, and an opening offer your reps can stand behind. 1. Find 2. Check 3. Brief 4. Reach out 5. Learn [Research the business accounts worth opening]() - Account opening ### Open new accounts with the right terms, and land the first order A new business buyer verified, priced and ordering in days, with credit decided by the people who own it. 1. Apply 2. Verify 3. Approve 4. Open 5. First order [Open new accounts with the right terms, and land the first order]() 02 ## Quotes & pricing Answers with the right price, unit and stock. - Quote preparation ### Turn buyer inquiries into accurate quotes Quotes with the right part, unit, price and stock, ready for a rep to check and send in minutes. 1. Read 2. Match 3. Price 4. Review 5. Send [Turn buyer inquiries into accurate quotes]() - Contract pricing ### Keep contract prices and approvals right One price book in the ERP, every quote and order checked against it, and exceptions that reach the right approver. 1. Consolidate 2. Check 3. Approve 4. Keep right [Keep contract prices and approvals right]() - Project proposals ### Answer a project brief with a proposal that can ship A proposal built from the buyer’s brief that shows what’s in stock, what isn’t and what each site gets, so it can be accepted as written. 1. Read 2. Build 3. Check 4. Approve 5. Revise [Answer a project brief with a proposal that can ship]() 03 ## Orders Read once, entered right, changed without duplicates. - PO intake ### Turn emailed purchase orders into validated sales orders Emailed POs read once, checked against your price, stock and credit, and entered right the first time, with your order desk on the exceptions. 1. Receive 2. Read 3. Check 4. Enter 5. Confirm [Turn emailed purchase orders into validated sales orders]() - PO changes ### Handle PO changes without creating duplicate orders A revised or forwarded PO lands on the order it belongs to, with shipped lines protected and one person approving the change. 1. Spot 2. Link 3. Amend 4. Confirm [Handle PO changes without creating duplicate orders]() - Retailer deductions ### Recover retailer deductions that shouldn’t have been taken Every short payment tied to its invoice, valid promotions accepted, and the rest disputed with proof of delivery attached, before the claim window closes. 1. Read 2. Classify 3. Dispute 4. Collect [Recover retailer deductions that shouldn’t have been taken]() 04 ## Self-service & status Reorders and answers without a phone call. - Self-service reordering ### Give business buyers self-service reordering, with a rep behind it Buyers reorder at their own price and check their own orders online, and when they call, the rep already sees what they just did. 1. Set up 2. Reorder 3. Hand off 4. Learn [Give business buyers self-service reordering, with a rep behind it]() - Order status ### Answer status and lead-time questions before buyers call Buyers hear about shipments and backorders before they ask, and when they do ask, the answer comes from the ERP and the carrier. 1. Watch 2. Tell 3. Answer 4. Recover [Answer status and lead-time questions before buyers call]() - B2B agent orders ### Let business buyers order through AI on their account terms A business buyer writes “same as last time” and gets an order they can approve: the right account, units, contract price and stock, with approval where your policy requires it. 1. Verify 2. Match 3. Price 4. Approve [Let business buyers order through AI on their account terms]() 05 ## Account growth Follow-up based on what accounts actually buy. - Reorder opportunities ### Spot reorder opportunities and accounts going quiet A short daily list of accounts worth a call, each with its evidence, and a holdout that shows whether the calls add orders. 1. Watch 2. Check 3. Call 4. Test 5. Decide [Spot reorder opportunities and accounts going quiet]() - Quote follow-up ### Follow up open quotes before they go cold Every open quote gets a next step and a date, and every closed one gets a recorded reason. 1. Log 2. Watch 3. Follow up 4. Close out [Follow up open quotes before they go cold]() - Account assortments ### Give every account its own catalog and offer Each account sees the range that fits it, at its price, with a suggested order your rep can stand behind. 1. Learn 2. Propose 3. Check 4. Share 5. Refine [Give every account its own catalog and offer]() ## Not sure which job comes first? An order desk review finds it. [Start with an order desk review]() [**Talk it through first**15 minutes]() We reply within one business day. --- Source: [https://www.thekeating.co/programs/wholesale-b2b/use-cases/]() [Contact Keating & Co](mailto:nelson@thekeating.co) · [Agent guidance](https://www.thekeating.co/llms.txt)