Configuring Custom Account ID

One of the examples how you can use custom attributes is configuring Custom Account ID scenario.

Why Custom Account ID is needed

Resellers usually use 3rd-party Account Management systems, thus do not host their customer base in CloudBlue Commerce.

To preserve consistency between two account management systems (3rd-party and CloudBlue Commerce), CloudBlue Commerce introduces the Custom Account ID field, where you can save a Customer ID of an account in the 3rd-party system. Thus, the customer account will be linked by the Custom Account ID field.

How to configure Custom Account ID

To create a new custom attribute Custom Account ID, do the following:

1. In Billing control panel, go to System > Settings > Attributes.
2. Click Add New Attribute.

3. Specify the following fields:

   • ID – unique identifier of the attribute PO number. For example, Custom_Account_ID.
   • Owner – owner of the attribute PO number. Set a Provider as an owner.
   • Name – name of the custom attribute. For example, Custom Account ID.
   • Value Type – value that the attribute can have. For example, String.
   • Status – defines whether the attribute is optional or required to be filled in. Select Optional.
   • Applicable to should be set to Accounts. It means that the Custom Account ID will be applicable to accounts.
   • Active – select if you want to use the attribute.
   • After Field – select after what field the Custom Account ID field will be shown. For example, Address Line 1.
   • Show in Storefront – select this option.
   • Show in the List of Customers – select this option.

For more information about the general procedure of creating a custom attribute and other parameters, refer to the Creating Custom Attributes section.