Enrich Order with Customer Properties
Copy custom properties from the customer record to the order.
Overview
The Enrich Order with Customer Properties step retrieves custom properties from the customer record and copies them to the order. This enables customer-specific data to flow to order processing.
Identifier
| Property | Value |
|---|---|
| Key | EnrichOrderWithCustomerProperties |
| Group | Enrich |
| Applicable Statuses | New |
Configuration Properties
This step has no configurable properties.
Behavior
What It Does
- Retrieves customer record for the order
- Copies custom properties from customer to order
- Returns result invisibly (doesn't show in workflow history)
Prerequisites
- Order must be associated with a customer
- Customer must have custom properties
Side Effects
- Order properties populated from customer
- Customer preferences available on order
- Enables customer-specific processing
Business Cases
When to Use
- Customer preferences: Copy delivery preferences
- B2B settings: Include payment terms, credit limits
- Marketing data: Include segment or tier information
Example Scenarios
Scenario 1: Delivery Preferences Customer has "PreferredDeliveryTime" property. Copied to order for carrier instructions.
Scenario 2: B2B Terms Customer has "PaymentTerms" and "CreditLimit". Copied for invoice processing.
Scenario 3: Guest Order Order has no customer record. Step skips with no changes.
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Enrichment successful | Success (invisible) | Yes |
| No customer | Success (invisible, no changes) | Yes |
Related Steps
- Enrich Order with Customer External IDs - External ID enrichment
- Enrich B2B Customer ID - B2B customer linking