How to Create a B2B Workflow Diagram

Workflow diagrams are a popular way to illustrate how work is completed. These graphic depictions of processes help teams to standardize their methods and identify potential areas for improvement.

Business workflows are essential to a company’s overall success, from attracting new customers to streamlining customer service. Flowcharts can also be used by hospitals, universities and even military bases to illustrate how work is performed.

Using a B2B sales process flowchart can be a great way to boost your organization’s productivity, increase your sales and gain more visibility. However, before you can create a process diagram, it’s important to understand your company’s process.

A common e-commerce workflow begins when a customer places an order and selects items from the website catalog. The user may then add or remove items from the shopping cart, and enter shipping information.

If the customer needs sales assistance, they can request it from the How can we assist you in finalizing your order? page, which displays a message that indicates the customer must select a reason for requesting assistance. If the user is a B2B customer, they must have the IBE_ASK_SALES_ASSISTANCE permission in their user role to access this page.

B2B users can change and create the ship-to customer, contact or address for an order at checkout if they have the necessary permissions in their user roles. The user can then return to the Checkout: Billing and Payment Information page to complete checkout, assuming they have the IBE_CHANGE_BILLTO_CUSTOMER_ADDRESS permission.