Understand the B2B customer model
How B2B customer data, procurement rules and trade credit actually work.
Three ideas separate a B2B customer record from a consumer one. Read them before you create anything. The customer is a company; the person who signs in is one of several people acting for it. That company has an internal purchasing process your shop either fits into or does not. And you deliver before you are paid, which makes every B2B seller a small lender and adds a layer of credit control that a consumer shop never needs.
- The B2B customer model — Organizations, contacts, roles, and why a contact is never the customer.
- How procurement governance works — Cost centres, budgets and approvals, and what they are protecting.
- Credit control in B2B — Payment terms, credit limits and delivery blocks.