Index
A representative helps build an order, but that does not prove the buyer confirmed its terms. A portal that mixes assistance with approval can create disputes about authorization. Define both moments before commissioning implementation.
Choose the operating model before requesting a quote
Compare shared carts for review with permission to submit orders on a customer's behalf. The latter requires clear operational authorization and actor records. Do not borrow the buyer's password to make assisted actions appear customer-originated.
Representatives may need commercial information unavailable to ordinary visitors. Assistance requires independent access and portfolio-level limits rather than shared credentials. Buyers also need a way to reject drafts or request changes without losing previously reviewed work or making the representative's provisional composition appear officially approved.
Requirements to include in the proposal
- Identify the representative without impersonating the customer's account identity
- Distinguish shared drafts from versions actually accepted by the buyer
- Require renewed review when quantities, products or commercial terms change
An acceptance test for this specific purchase
In a hypothetical scenario, the representative changes a quantity after sharing the summary. Previous approval must not cover the new composition; buyers must see and approve the correct revision.
Reference for assessing scope
Official documentation for evaluating this scope
Prepare your project with Quantum9
Bring Quantum9 the current process and an anonymized example of this issue. Discovery compares available configuration with necessary development and defines a scope your operations team can actually verify.