[AI shopping & agentic commerce]() / [Use cases]() / [B2B agent orders]() [How it works]() [What you get]() [Scope]() [Start a review]() [AI shopping & agentic commerce]()[Buying on account]() # 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. [Start with an AI shopping review]() [How it works]() Reorder · Alpine Supply Account 2217 “Same merino crews as last time.” Matched to ORD-8394, merino crew, case of 6 Order 4 cases of 6 at $294 a case = $1,176 Ships 3 cases now, 1 later Limit Self-approval to $1,000 State Waiting for approval. The split doesn’t bypass it. One reorder, ready for approval: the account, the units, the contract price and why it’s waiting. ## Sound familiar? - A retailer emails “same merino crews as last time”, and a rep rebuilds the order from memory and a spreadsheet. - Case sizes, limits and approvals live in one rep’s head. - Public shopping routes can’t see account catalogs, contract prices or credit. A wrong unit, price or approval is a dispute with a customer who buys every month. A public assistant must never work out private terms from a public price. ## What changes. ShowTodayWith the engine Identity A name on an email A verified buyer, account and ship-to The request Read by a rep Matched to the last order, with case or unit confirmed Terms A retail price, or recalled The contract price from the account system Approval Whoever notices Over-limit orders wait for a person, split or not ## How it works. 5 steps, 4 stages. - AI**1** - Rules and automation**3** - Your team**1** - Approval 1. 1 Verify 1. Rules and automation ### Verify the buyer and account Identity, account and ship-to come from your account system, never from the message. - Shopify - NetSuite 2. 2 Match 1. AI ### Match the request to a prior order Finds the last order and asks whether a number means cases or units when it isn’t clear. - Outlook 3. 3 Price 1. Rules and automation ### Price from the account Contract price, case multiples, stock and credit status come from your ERP and commerce platform. - NetSuite - Shopify 4. 4 Approve 1. Your team Approval ### Approve over the limit Orders over an account’s self-approval limit wait for your wholesale lead, even when they ship in parts. 2. Rules and automation ### Place the order, or send a quote Creates the order, or a quote that says what happens next. Changed terms update the rules ## What you get. Real work, every week. Approval queue Today - Alpine Supply4 cases · limit $1,000 **$1,176**Needs approval - Cascade Trading Co.2 cases · limit $1,000 **$588**Placed - Unknown senderNo matching account **—**Held The queue your wholesale lead works from: each order with its account, its limit and its state. Controls tested - Switching accounts keeps private prices apart - An expired contract is refused - A number is confirmed as cases or units - A credit hold stops the order - Partial stock splits the shipment, not the approval What we test before a buyer sees it: the cases a convenient message must still get right. ## How you’ll know it’s working. 1. Elapsed time to a correct, executable order From the buyer’s message to an order or quote that needs no rework. 2. Rep minutes per correct order Freed capacity, counted honestly. It isn’t payroll savings unless spending falls. 3. Orders with a wrong unit, price or approval Errors and returns, which decide whether buyers trust the route. Baselines agreed before we build. ## Works with what you have. Commerce - Shopify - NetSuite ERP, CRM & inbox - Salesforce - Outlook - HubSpot Wholesale commerce - BigCommerce We configure first If you run Salesforce Commerce or Shopify B2B, their buyer-agent and company-account tools may already verify buyers and handle reorders, depending on your plan. We check and configure those first. We build when Your accounts span an ERP, a portal and a shared inbox that no single native agent covers. ## What a first build includes. Built in your accounts, around your team. Scope, fee and baseline agreed before we start. 1. 1 Design 2. 2 Build 3. 3 Run it, or hand it over [Start with a review]() [Scope this build]() ### We build - Buyer and account verification before anything else - Reorder matching from emails and chat - Pricing, units and stock from your account system - An approval path for orders over the limit ### We start from - Account hierarchy, ship-tos and contract prices - Order history and case sizes - ERP, portal and inbox access ### From your team Owner Head of wholesale, with finance Involves - Wholesale - Finance - Operations - IT ## Questions teams ask. Won’t our buyers keep using EDI or calling their rep? Many will, and that’s fine. We start by replaying real reorder emails to see where reps lose time, and only build if buyers want a faster route. Can an assistant see a customer’s contract price? Only after the buyer is verified against their account, and only that account’s. It never works out private terms from a public price. Who owns it once it’s running? You do. It’s built in your accounts, documented, with training for the people who run it. Ownership usually sits with your head of wholesale, with finance. We can keep running it with you, or step back. How do we start? Usually with an AI shopping review: two to four weeks, a fixed fee credited to the build, and a plan that’s yours. If the job is already clear, we can scope the build directly. ## Part of your AI shopping engine. One of 13 use cases, in 5 parts. [See the whole AI shopping engine]() 1. [Found & right **3**]() 2. [Help choosing **3**]() 3. [Orders that complete **3**]() 4. [Buying on account **1**]() 5. [Proof & route **3**]() In buying on account - **B2B agent orders**You’re here Works with - [**Order reconciliation**Reconcile AI-placed orders from payment to fulfillment]() - [**Checkout routes**Keep AI-referred sales whole, from answer to order]() See it at work - [**Also in**B2B sales & account operations]() ## Let buyers reorder on their terms. Start with an AI shopping review. [Start with an AI shopping review]() [**Talk it through first**15 minutes]() We reply within one business day. --- Source: [https://www.thekeating.co/use-cases/b2b-agent-orders/]() [Contact Keating & Co](mailto:nelson@thekeating.co) · [Agent guidance](https://www.thekeating.co/llms.txt)