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, and 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.

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.

1. On the Admin sidebar, go to Customers > Companies.

2. 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

1. Set the Actions control to Set Active.

2. 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

1. On the Admin sidebar, go to Customers > All Customers.

2. Set the Actions control to one of the following:

   • Active
   • Inactive

3. When prompted to confirm, click OK.

Method 2: From the account edit page

1. On the Admin sidebar, go to Customers > All Customers.

2. In the grid, find the customer record to be edited.

3. In the Actions column on the far right, click Edit.

4. Select the Account Information tab.

5. Set Customer Active to Yes or No.

6. Click Save Customer.

Block company accounts

Users who are associated with a blocked company account cannot access the account, or place orders from the store. A company with an account that is not in good standing might be blocked temporarily until the matter is resolved.

1. Set the Actions control to Block.

2. 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.

1. Set the Actions control to Delete.

2. 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.

1. Set the Actions control to Convert Currency.

2. When prompted to confirm, click OK.

3. 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.

4. Click Proceed to complete the conversion.

Edit a company account

Method 1: Quick edit

1. In the first column, select the checkbox of the company account to be edited.

2. Set the Actions column to Edit.

   Each value that can be updated appears in a text box.

   

3. Update any of the following values as needed:

   • Company Name

   • Company Email

   • Phone Number

4. Click Save.

Method 2: Full edit

1. In the grid, find the company record to be edited.

2. Click Edit in the Action column.

3. Make the necessary changes to the company information.

   For field descriptions, see Manage Company Accounts.

4. 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.

1. On the Admin sidebar, go to Customers > Companies.

2. Find the company in the grid and open in edit mode.

3. Set Sales Representative to the Admin user that you want to assign as the point of contact for the company.

4. 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.

1. On the Admin sidebar, go to Customers > Companies.

2. Find the company in the grid and click Edit in the Action column.

3. Update the field values in each section as needed using the field descriptions for reference.

4. When complete, click Save.

Company account demo

You can learn about managing company accounts by watching this video:

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

Column descriptions

Default column layout

Additional columns

The following columns are available by changing the column layout of the grid.

Button bar

Field descriptions

Account Information

Company Admin

Company Credit

Advanced Settings

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