Map the minimum viable flow
Identify the essential order, item, inventory and status information first. Extra automation can be added after the core flow is stable.
Choose one source of truth
Agree which system owns product data, available stock and order changes. Ambiguity between systems is a common cause of manual reconciliation.
Test real scenarios
Use representative B2B orders, split stock, cancellations and receiving variances. A technically successful test is not enough if the warehouse workflow does not make sense.
Plan the cutover together
Stock transfer, opening balances and order timing need one coordinated plan across the customer, warehouse and technology teams.