Commerce PlatformB2C OmnichannelSeptember, 2025

Sales App: Seamless switching between PJ and PF profiles

Allow sales associates to switch between individual (PF) and legal entity (PJ) billing profiles during checkout.

Sales App: Seamless switching between PJ and PF profiles

What it does

This release enables Sales App users to manage and edit customer data for orders previously billed as legal entities. Associates can now revert a customer profile back to an individual billing status or correct existing business details directly within the app interface.

Benefits

  • Reduce order rework: Eliminate the need to restart orders when a customer changes their billing preference
  • Improved data accuracy: Easily edit saved legal entity details at the point of sale
  • Enhanced customer experience: Provide a faster; more flexible checkout for hybrid B2B/B2C shoppers

How to use

During the identification or checkout stage in the Sales App; select the customer profile and use the new toggle to switch between Individual (PF) and Legal Entity (PJ) billing.

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