Companies
Manage your customers companies details.
The Companies dashboard allows you to manage information related to your customers' companies. Within this dashboard, you can handle data about the company locations, policies, contacts, or a customer group. You can filter the list by a company name or company type.
You can also change the default view by using the options available under the orchestration icon.
Creating a company
Provide company details
Add registration country, date, tax, agency and ID.
Only the Company name is mandatory for a company creation. You can decide to edit other details later. You can also set up a custom company ID in the Id field. Otherwise, a unique ID is automatically generated when the company is created.
Save your configuration
Choose Save to create the company. Without saving the general information first, you're not able to move to the next tabs or to add a primary contact. You can add the Primary Contact for the company straight away in the Company details tab, or later in Contacts. If you add it in the Contacts tab, it's also visible in the Company details.
Add company subsidiaries
In the Subsidiaries tab you can add related companies with their registration countries and tax registration numbers. To create a subsidiary company, you need to go through the same creation process as for the parent company. You can also set up a custom subsidiary ID in the Id field. Otherwise, a unique ID is automatically generated when the subsidiary is created.
Add location details
Use the Location tab to add address details of your company. When choosing a location, you can select if it's a headquarter, an office or a warehouse. You can add multiple locations for one company. As in the previous steps, you can also set up a custom location ID in the Id field. Otherwise, a unique ID is automatically generated when the location is created.
When creating a location, you can also use tags functionality to indicate if the company address is used for shipping or billing purposes. These tags are later used on the storefront during the checkout process. The locations that are tagged as shipping are listed as shipping addresses, and locations tagged as billing are listed as billing addresses. A customer that is assigned to the company is able to select the relevant tagged locations on checkout.
If registered company locations are not tagged with shipping nor billing, the checkout lists only the addresses from a customer's address book, instead of company locations.
Set up purchasing limits
In the Policies tab, you can set up purchasing limits for the company. You can define the limit for the account and choose the currency in which the limit is provided. If an order done by a customer on a storefront exceeds the configured limit, an additional approval is required to complete the checkout.
The approvals are done according to the roles that the users have in the company. To be able to give the approval for an order, the users have to be assigned to the Buyer group (within purchasing limits) or Admin group (exceeding purchasing limits). Using Management Dashboard, you can also create an approval group. If an approval group is created, it overrides the standard user roles settings and only the contact assigned to the approval group can accept approvals.
Assign company customers
In the Contacts tab, you can assign customers to the company as contact persons. When adding the customers, you can choose from the list of people that are already defined as customers. For each company, you can also add a new contact that is not a customer. This contact can be anyone from the company.
When you choose to Assign Customer, you can see which customers are already assigned to the company as contact persons.
Contact is the default customer assignment. Use the Type drop-down menu to choose a different one.
When assigning customers or adding contact persons, you can set up a custom Assignment ID. Otherwise, a unique ID is automatically generated when the assignment is created.
The customer assignment to a company is also visible in the Customer details view (Customer Management -> Customers -> edit customer).
Manage customer groups
When you create a new company, default customer groups are automatically created and assigned to the company: Contact, Buyer, Requester, and Admin. The company-assigned groups are visible in the Customer Groups tab, and from there you can go directly to the Customer Management -> Groups node to edit the groups, amend the scopes, and add or remove customers to each group.
Converting a contact to a customer
During a company creation, you can define a contact person. But it might turn out that a contact person also acts as a customer, therefore would need access to your storefront. Instead of creating a new customer, you can easily convert a contact to a customer in Management Dashboard.
The conversion option is available only for the contact type. If a contact is of customer type already, the option is not visible.
Results:
You are taken to the customer view and all the details from the contact are populated to the new customer. You can edit the details if needed and save the new customer. The contact is visible on the list of customers.
This operation triggers automatic creation of a customer's account on the storefront. The customer receives two emails: the first one informs about the account activation; the second one contains a link to reset password. Once the customer resets their password, they are able to log in to the storefront and make a purchase as a logged in user.
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