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.
Use the Columns control to customize the columns displayed in the grid. Customize the companies displayed in the view using the search and filter capabilities.
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Find companies in the Companies grid by using the Search. The search indexes the Company Name and Parent columns.
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Customize the view to include records that meet specific criteria by using the Filter. For example, if the B2B site is configured to manage both single company accounts and company hierarchies, you can filter by
Company Type - Companyto display only single companies, or byCompany Type - Parentto show only the parent company for each hierarchy.
Apply an action to multiple company records by using the Actions control above the grid. For example, rather than approving each individual company request, you can select multiple requests to activate the accounts in a single action. The available actions 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 to the Admin user account.
Manage company accounts from the Companies grid
View and manage the user accounts for companies from the Admin menu by selecting Customers > Companies to open the Companies page.
You can manage accounts individually or in groups.
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View or change configuration settings for an individual company account by selecting Edit in the Action column for the company account record.
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View or change a group of selected company accounts by using the options available from the Actions** control above the grid.
See the following sections for instructions to apply each action.
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.
Change company settings
Update the Advanced Settings configuration to apply the same settings to multiple companies selected on the Companies grid.
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From the Actions control, select Change company settings.
On the Change company settings form, the initial configuration settings are set to the default values.
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For each configuration setting to change, select the Change checkbox to enable the setting. Then, update the setting as needed.
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After updating the configuration settings, select Apply Changes.
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When prompted, select Change settings to update the configuration for the selected companies.
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.
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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
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
A
current company indicator appears in the company line being edited.Legal Address
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