Enrich B2B Customer ID

Enrich order with B2B customer identifier for business customers.

Overview

The Enrich B2B Customer ID step sets the B2B customer identifier on orders for business customers. This enables proper B2B order processing and customer association.

Identifier

PropertyValue
KeyEnrichB2BCustomerId
GroupCustomers
Applicable StatusesNew

Configuration Properties

This step has no configurable properties.

Behavior

What It Does

  1. Looks up B2B customer based on order data
  2. Sets B2B customer identifier on the order
  3. Returns result invisibly (doesn't show in workflow history)

Prerequisites

  • Order should be a B2B order
  • B2B customer must exist in the system

Side Effects

  • Order B2B customer ID set
  • Enables B2B-specific pricing and terms
  • Links order to customer account

Business Cases

When to Use

  • B2B orders: Process business customer orders
  • Account linking: Associate orders with customer accounts
  • Credit terms: Enable invoice/credit payment

Example Scenarios

Scenario 1: B2B Order Business customer places order. Step looks up and links the B2B customer account.

Scenario 2: Consumer Order Regular consumer order. Step may skip or set no B2B ID.

Error Handling

ConditionResultContinues Workflow?
Enrichment successfulSuccess (invisible)Yes
Customer not foundSuccess (invisible)Yes

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