For the complete documentation index, see llms.txt. This page is also available as Markdown.

Business Cases and FAQs

Business Cases (Real Use Cases)


Business Case 1 β€” Same Client, Multiple Locations, Different Pricing

Problem

A client has multiple stores but wants different pricing per store.

Solution

  • Use location-based pricing (customer + location mapping)


Business Case 2 β€” Orders Not Getting Created

Problem

Orders fail during sync.

Root Cause

  • No default customer

  • Missing custom field setting

Solution

  • Create default customer

  • Enable required settings



Business Case 3 β€” Pricing Not Applied

Problem

Orders are created but pricing is incorrect.

Root Cause

  • Item mapping missing

  • Custom field not configured

Solution

  • Map item ID

  • Enable B2B price sync


Business Case 4 β€” Same Pricing for Entire Company

Problem

Company wants one pricing across all locations.

Solution

  • Use customer group-based pricing


FAQs


Q1. Why are orders created under customers and not companies?

Because orders are always linked to customers (locations). Companies act as parent entities for grouping.


Q2. Why is the default customer required?

To ensure orders are created even when mapping is missing.


Q3. Why is pricing not syncing?

Possible reasons:

  • Item not mapped

  • Custom field missing

  • Required settings not enabled


Q4. Can pricing differ for each location?

Yes, using location-based pricing rules.


Q5. Why is currency important?

Order creation requires matching currency between:

  • Customer

  • Account


Q6. What happens if the item does not exist in the ERP?

Pricing rules will fail. The Item must be mapped using custom fields.


Q7. What is the difference between the two pricing methods?

  • Customer Group Pricing β†’ Same price for company

  • Customer/Location Pricing β†’ Different prices per location


Final Understanding


What B2B Sync Does

  • Creates structured company hierarchy

  • Enables location-based order handling

  • Applies flexible pricing rules


Core Concept

πŸ‘‰ Company = Structure πŸ‘‰ Customer (Location) = Transaction unit πŸ‘‰ Pricing = Controlled by mapping & rules


One-Line Summary

B2B Sync ensures that companies, locations, and pricing are connected correctly so that orders are created accurately and pricing is always applied as intended.

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