# B2B & B2C Workflows

Customer workflows are for the people who log in from outside your organisation — buyers, account holders, business contacts. The two most common shapes are **B2B** (business-to-business) and **B2C** (business-to-consumer). They serve very different buying patterns.

## When you'd use each

* **B2B** — business customers ordering on account, with company-specific pricing, invoice payment, and recurring orders.
* **B2C** — individual consumers placing standard retail orders without account-level concepts.

The product also supports many other Customer-side roles (Business Customer, Accounting, Client Manager, Direct Consumer, Purchasing). They're variations on the B2B / B2C patterns — pick the closest base and customise.

## B2B workflow

For business customers who:

* Order on account or under a company entity.
* See company-specific pricing or price levels.
* Place larger or recurring orders.
* Need to view and pay open invoices online.

### Typical module structure

| Position | Module                 | Type               | Purpose                                                        |
| -------- | ---------------------- | ------------------ | -------------------------------------------------------------- |
| 1        | **Dashboard**          | Dashboard          | Account overview — recent orders, open invoices, quick actions |
| 2        | **Header Navigation**  | Header Navigation  | Header with branding                                           |
| 3        | **Sidebar Navigation** | Sidebar Navigation | Navigation links                                               |
| 4        | **Place Order**        | Order Form         | Order entry with account pricing applied                       |
| 5        | **Catalog**            | Catalog            | Product browse, filtered to the assigned catalog               |
| 6        | **Order History**      | Page               | Past and pending orders                                        |
| 7        | **Pay Invoice**        | Order Form         | View and pay open invoices                                     |
| 8        | **Account**            | Page               | Contact and company details                                    |

### Key behaviours

* **Account pricing** — B2B customers see prices drawn from their NetSuite price level or customer-specific price group. Configured on the workflow's Settings tab via **Default Price Level**, and overridden by the customer's NetSuite record where applicable.
* **Invoice payment** — most B2B portals include a Pay Invoice module so account holders can settle balances without calling in.
* **Catalog restrictions** — B2B buyers see only the catalog assigned to their subsidiary (the workflow's **Catalog** field on Settings).

## B2C workflow

For individual consumers who:

* Browse and purchase as individuals, not on a company account.
* Need a straightforward shopping and checkout experience.
* Don't need invoice or account-management features.

### Typical module structure

| Position | Module                 | Type               | Purpose                                      |
| -------- | ---------------------- | ------------------ | -------------------------------------------- |
| 1        | **Dashboard**          | Dashboard          | Personal landing — recent orders, promotions |
| 2        | **Header Navigation**  | Header Navigation  | Header bar                                   |
| 3        | **Sidebar Navigation** | Sidebar Navigation | Navigation links                             |
| 4        | **Catalog**            | Catalog            | Product browse                               |
| 5        | **Place Order**        | Order Form         | Standard order entry                         |
| 6        | **Order History**      | Page               | Past orders                                  |
| 7        | **Account**            | Page               | Profile and address management               |

### Key behaviours

* **Standard pricing** — B2C customers see the workflow's default price level (or none) rather than account-specific pricing.
* **Lighter navigation** — fewer modules than B2B, no invoice management.
* **Pay-now, not pay-on-account** — B2C transactions are typically completed at checkout.

## B2B vs B2C side by side

| Feature            | B2B                          | B2C                   |
| ------------------ | ---------------------------- | --------------------- |
| Entity type        | Customer (Company / Contact) | Customer (Individual) |
| Pricing            | Account / price level        | Standard              |
| Invoice management | ✅                            | ❌                     |
| Catalog filtering  | Catalog assigned to account  | Default catalog       |
| Order approval     | Configurable                 | Not typical           |
| History depth      | Full                         | Recent orders         |

## Configure either

{% stepper %}
{% step %}

### Open or create the workflow

**Workflow Builder** → find a B2B or B2C default workflow under the Customer group, or click **Create Workflow** with Customer entity type.
{% endstep %}

{% step %}

### Set the catalog

On the **Settings** tab, set the **Catalog** field. B2B accounts often need a specific catalog with negotiated pricing; B2C usually uses the subsidiary default.
{% endstep %}

{% step %}

### Set Default Price Level

On the **Settings** tab, set **Default Price Level**. B2B → match the account's price level convention. B2C → leave at *None (use existing hierarchy)* or pick the standard retail level.
{% endstep %}

{% step %}

### Configure the Order Form module

Open the **Place Order** module in the Page Builder. Verify the transaction type is right (Sales Order vs Cash Sale). Add or remove fields as needed.
{% endstep %}

{% step %}

### Save and publish

Click **Save All Settings & Variables** on the Settings tab, then go back to the Workflows page and click **Publish**.
{% endstep %}
{% endstepper %}

## Assign to users

In **User Management**, find the customer entity and edit their row. Set Entity Type = *Customer* (or *Customer Contact*) and Role = the role linked to your B2B or B2C workflow. Save.

For first-time access use **Give User Access**. See [Give User Access](/client-admin-guide/managing-users/creating-users.md).

## Other Customer-side roles

Each of these is a variation on B2B or B2C — pick the closest pattern and customise:

| Role                  | Closer to | Notes                                              |
| --------------------- | --------- | -------------------------------------------------- |
| **Business Customer** | B2B       | Named accounts with custom pricing arrangements.   |
| **Accounting**        | B2B       | Finance contacts focused on invoices and payments. |
| **Client Manager**    | B2B       | Account managers with cross-portfolio visibility.  |
| **Direct Consumer**   | B2C       | Consumers with a direct named account.             |
| **Purchasing**        | B2B       | Procurement agents placing orders for their org.   |

## Common issues

* **Pricing looks wrong for a B2B customer** — confirm the customer's NetSuite price level matches what the workflow expects. The Default Price Level on Settings is the fallback when the customer record doesn't carry one.
* **B2B customer can't see invoices** — verify the Pay Invoice module is in the workflow and Published.
* **Wrong catalog** — Settings → Catalog. Save & Publish.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Cashier Workflow</strong></td><td>For internal POS staff (Employee entity type).</td><td><a href="/pages/a473DeoiPpQL2j2vS6ZH">/pages/a473DeoiPpQL2j2vS6ZH</a></td></tr><tr><td><strong>Roles &#x26; Permissions</strong></td><td>How customer roles map to entity types.</td><td><a href="/pages/90JTHrYiNFq2sGVsSqGI">/pages/90JTHrYiNFq2sGVsSqGI</a></td></tr><tr><td><strong>Pricing &#x26; Availability</strong></td><td>How catalog pricing settings drive what customers see.</td><td><a href="/pages/XS6DzIqISW38kzuST0nO">/pages/XS6DzIqISW38kzuST0nO</a></td></tr></tbody></table>


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