Manage company accounts
The Companies page lists all current company accounts, regardless of status. Any pending requests for approval appear at the top of the list. The standard workplace controls can be used to filter the list, change the column layout, save views, or export data.
The Actions control above the grid can be used to apply an action to multiple company records. For example, rather than approving each individual company request, you can select multiple requests and activate the accounts in a single action. The actions that are available depend on the permissions for the role that is assigned to your Admin user account.
Use the Search function to find companies in the Companies grid by keyword. The search indexes keywords from the Company Name and Parent columns. You can filter by Company Type to show only single companies, only parent companies, or only child companies.
Company role resources
The Role Resources settings determine the ability to:
- Add a company
- Delete a company
- Apply a balance reimbursement
- View companies
These role resources must be set for the User Role that is assigned for the Admin user account.
Apply an action
The following actions can be applied to either single or multiple records.
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On the Admin sidebar, go to Customers > Companies.
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In the first column of the grid, select the checkbox of each record that you want to update and follow the instructions for the action that you want to apply:
Activate company accounts
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From the Actions control, select Set Active.
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When prompted to confirm, click OK.
Set active/inactive
Customers with inactive accounts cannot log in or make purchases from their accounts. There are two methods to set a customer account as active or inactive:
Method 1: From the Customers grid
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On the Admin sidebar, go to Customers > All Customers.
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From the Actions menu, select one of the following:
- Active
- Inactive
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When prompted, select OK to apply the change.
Method 2: From the account edit page
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On the Admin sidebar, go to Customers > All Customers.
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In the grid, find the customer record to be edited.
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In the Actions column on the far right, select Edit.
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Select the Account Information tab.
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Set Customer Active to
YesorNo. -
Click Save Customer.
Block company accounts
Users who are associated with a blocked company account can log in and access the catalog, but cannot make purchases. A company with an account that is not in good standing might be blocked temporarily until the matter is resolved.
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From the Actions control, select Block.
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When prompted to confirm, click OK.
Delete company accounts
Deleted company accounts cannot be restored. The status of user accounts that are associated with the company is set to Inactive and the Company ID is removed from the profiles of user accounts. Information about company activity and transactions is retained in the system.
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From the Actions control, select Delete.
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When prompted to confirm, click OK.
Convert the credit currency
The credit in the accounts of selected companies is converted to the current rate of the selected currency.
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From the Actions control, select Convert Currency.
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When prompted to confirm, click OK.
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Choose the Credit Currency to be used for the selected company accounts.
The amounts are recalculated according to the current conversion rates, if available. If not available, you can manually enter custom conversion rates. The system displays as many conversion calculations are needed for the credit currency that is used by the selected companies.
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Click Proceed to complete the conversion.
Edit a company account
Method 1: Quick edit
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In the first column, select the checkbox of the company account to be edited.
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From the Actions control, select Edit.
Each value that can be updated appears in a text box.
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Update any of the following values as needed:
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Company Name
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Company Email
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Phone Number
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Click Save.
Method 2: Full edit
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In the grid, find the company record to be edited.
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Select Edit from the Action column.
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Make the necessary changes to the company information.
For field descriptions, see Create a company account.
- When complete, click Save.
Assign a sales representative
The sales representative is an Admin user who is assigned as the point of contact for a company account and receives all automated email messages related to the company. Only one sales representative can be assigned per company account, but a single sales representative can manage multiple company accounts. The default Admin user account is assigned as the sales representative, unless a different Admin user is assigned.
The name and email address of the assigned sales representative is visible to company members from the company account and quotes page.
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On the Admin sidebar, go to Customers > Companies.
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Find the company in the grid and open in edit mode.
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Set Sales Representative to the Admin user that you want to assign as the point of contact for the company.
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When complete, click Save.
The assigned sales representative receives email notification of the assignment.
Update a company profile
The company profile can be maintained from the storefront by the company administrator, and also from the Admin by a store administrator.
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On the Admin sidebar, go to Customers > Companies.
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Find the company in the grid and click Edit in the Action column.
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Update the field values in each section as needed using the field descriptions for reference.
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When complete, click Save.
Company account demo
You can learn about managing company accounts by watching this video:
Company management
[1.5.0-beta]{class="badge informative" title="Available only for Beta program participants"}
After a company is created, Admin users with appropriate permissions can use the Company Hierarchy section to build a parent company organization by editing the designated parent company and assigning related companies.
If a company has been added to a hierarchy, the Company Hierarchy grid displays the parent company and all assigned companies in the grid.
See Manage company hierarchy for more information.
Company options and columns
The following sections provide a reference for the available actions, options, and displayed information available for managing company accounts.
Actions control options
Active. Company administrators receive instructions to set their passwords so they can access their accounts and manage their companies from the storefront.Inactive and the Company ID is removed from the profiles of user accounts. Information about company activity and transactions is retained in the system.Column descriptions
Default column layout
Company - By default new companies are created as single companies.
Parent - The company is a parent company of other companies.
Child - This company is related to a parent company.
Customer Group - If Shared Catalog is not enabled in the configuration, specifies the name of the customer group to which the company belongs.
Shared Catalog - If Shared Catalog is enabled in the configuration, specifies the name of the shared catalog that is assigned to the customer.
Additional columns
The following columns are available by changing the column layout of the grid.
Active - The company account is approved by the store administrator. The company administrator and associated members can log in the account from the storefront and make purchases.
Pending Approval - A request to open a company account has been submitted, but is not yet approved by the store administrator.
Rejected - A request to open a company account was submitted, but not approved by the store administrator. The initial login credentials that were used to submit the request are blocked.
Blocked - Company members can log in and access the catalog, but cannot make purchases. The store administrator might block a company account that is not in good standing. The block on the account can be removed by the store administrator at any time.
Button bar
Inactive and the Company ID is removed from the profiles of user accounts. Information about company activity and transactions is retained in the system.Field descriptions
Active - The company account is approved by the store administrator. The company administrator and associated members can log in the account from the storefront and make purchases.
Pending Approval - A request to open a company account has been submitted, but is not yet approved by the store administrator.
Rejected - A request to open a company account was submitted, but not approved by the store administrator. The initial login credentials that were used to submit the request are blocked.
Blocked - Company members can log in and access the catalog, but cannot make purchases. The store administrator might block a company account that is not in good standing. The block on the account can be removed by the store administrator at any time.
Account Information
Company Hierarchy
[1.5.0-beta]{class="badge informative" title="Available only for Beta program participants"}
A
current company indicator appears in the company line being edited.Company Admin
Mr., Ms., Mrs., or Dr.). Depending on the configuration, the input field might be a text field or list.Jr., Sr., or III). Depending on the configuration, the input field might be a text field or list.Male / Female / Not SpecifiedCompany Credit
Advanced Settings
B2B Payment Methods / All Enabled Payment Methods / Specific Payment Methods