Description

Introduction

Optimizely Configured Commerce (formerly InsiteCommerce) is a powerful B2B digital commerce platform designed to handle complex business workflows, pricing structures, customer hierarchies, and ERP integrations.

This training provides a deep understanding of B2B commerce workflows within Optimizely Configured Commerce, focusing on how orders, approvals, pricing, customer-specific catalogs, and integrations operate in real-world enterprise environments.

Participants will gain practical insights into configuring and managing workflows such as:

1. Customer registration & account hierarchies
2. Quote-to-order lifecycle
3. Approval workflows
4. Pricing & contract management
5. ERP & back-office integrations
6. PunchOut & procurement workflows
7. Role-based access & permissions

This course is ideal for business users, administrators, functional consultants, and implementation teams working on B2B commerce transformations.

Prerequisites

1. Basic understanding of B2B commerce concepts
2. Familiarity with digital commerce platforms
3. Basic knowledge of ERP systems (SAP, Oracle, Microsoft Dynamics – optional but beneficial)
4. Understanding of order management processes
5. No coding required (technical exposure is helpful but not mandatory)

Table of Contents

Module 1: Introduction to B2B Commerce in Optimizely

1. Overview of Optimizely Configured Commerce architecture
2. B2B vs B2C workflow differences
3. Key entities: Customers, Roles, Orders, Pricing
4. Workflow lifecycle overview

Module 2: Customer & Account Hierarchies

1. Company accounts & child accounts
2. Ship-to / Bill-to structures
3. User roles and permissions
4. Account-specific catalogs
5. Customer-specific pricing structures

Module 3: Product & Catalog Workflows

1. Catalog segmentation
2. Customer-specific product visibility
3. Contract pricing & pricing tiers
4. Real-time pricing from ERP
5. Inventory visibility workflows

Module 4: Quote-to-Order Workflow

1. Request for Quote (RFQ) process
2. Quote approval & modification
3. Converting quotes to orders
4. Contract and blanket orders
5. Order revision workflows

Module 5: Approval Workflows

1. Order approval setup
2. Budget-based approvals
3. Multi-level approval hierarchy
4. Workflow configuration options
5. Notification & escalation processes

Module 6: Order Management Workflow

1. Cart creation and checkout process
2. Shipping methods & freight logic
3. Payment methods in B2B
4. Order submission flow
5. ERP order synchronization

Module 7: ERP & Back-Office Integration

1. Integration architecture overview
2. Real-time vs batch integration
3. Pricing, inventory, and tax synchronization
4. Order export and status updates
5. Error handling & workflow monitoring

Module 8: PunchOut & Procurement Workflows

1. Introduction to PunchOut (cXML)
2. Buyer procurement system integration
3. Requisition workflows
4. Cart return process
5. Purchase order reconciliation

Module 9: Role-Based Access & Security

1. User management
2. Role configuration
3. Permissions by workflow stage
4. Customer-level restrictions
5. Audit trails & compliance

Module 10: Workflow Customization & Optimization

1. Workflow configuration best practices
2. Extending workflows
3. Performance considerations
4. Testing B2B workflows
5. Governance & change management

Module 11: Troubleshooting & Real-World Scenarios

1. Common workflow challenges
2. Integration failure scenarios
3. Approval bottlenecks
4. Pricing conflicts
5. Best practices for enterprise deployments