- In Customers → B2B customers, search by customer name or Woo ID and choose Load B2B data. Check the identity before making changes.
- Complete the company and tax identifier, then confirm commercial approval only after your company's checks. Save to the store and track the result in Synchronizations.
- B2B approval does not validate VAT registration, change the WordPress role or automatically set prices or credit limits. Tax checks and document conditions remain part of the order and invoicing flow.
Related resources
Practical example
Atelier U2 SRL requests business terms. Compare the company name and tax identifier and check commercial approval before applying them. Company details and a contact person’s address serve different purposes.
Frequently asked questions and solutions
The customer has a tax ID but does not receive B2B terms. What should I check?
Check identity, commercial approval and terms available in the store. A tax ID does not automatically confirm a particular price is granted. Check the store result after any change.
The name resembles an existing record. Should I create another?
Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.