Updating a Company Profile
The company profile can be maintained from the storefront by the company admin, and also from the AdminThe password-protected back office of your store where orders, catalog, content, and configurations are managed. by the store administrator.
To update a company profile:
|1.||On the Admin sidebar, tap Customers. Then, choose Companies.|
|2.||Find the company in the grid. Then in the Action column, click Edit.|
|3.||Update the field values in each section as needed, using the field descriptions for reference.|
|4.||When complete, tap Save.|
Returns to the Companies page without saving changes.
Deletes the company account. 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.
Restores the original values to any fields with unsaved changes.
Allows the administrator to reimburse the balance from store credit, referenced by PO number.
Saves changes to the company, and keeps the profile open.
Save & Close
Saves changes to the company and closes the profile.
The company name is entered when the company account is first created, and can be a shortened version of the full legal name.
Indicates the current state of the company account. Options:
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.
A request to open a company account has been submitted, but is not yet approved by the store administrator.
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.
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.
The email address that is associated with the company account.
The Admin user who is the primary contact for the company account.
Company Legal Name
The full legal name of the company.
VAT / TAX ID
The tax or value-added tax number that is assigned to the company for tax reporting purposes.
The resale number that is assigned to the company for tax reporting purposes.
These notes about the company account are for reference and visible only from the Admin.
The street address where the company is registered to conduct business.
The city where the company is registered to conduct business.
The country where the company is registered to conduct business.
The state or province where the company is registered to conduct business.
The ZIP or postal code where the company is registered to conduct business.
The primary phone number of the company.
The title of the company administrator who manages the company account.
The email address of the company administrator can be the same as the company email address. If a different email address is entered, a separate individual account is created for the company administrator, in addition to the company account.
If applicable, the prefix that is associated with the name of the company administrator. For example, Mr., Ms., Mrs., or Dr. Depending on the configuration, the input field might be a text field or drop-down list.
The first name of the company administrator.
The middle name or initial of the company administrator.
The last name of the company administrator.
If applicable, the suffix that is associated with the name of the company administrator. For example, Jr., Sr., or III. Depending on the configuration, the input field might be a text field or drop-down list.
The gender of the company administrator. Options:
The currency that is accepted by the store for purchases on company credit.
The credit limit that is extended to the company account.
Allow to Exceed Credit Limit
Indicates if the company has permission to exceed the credit limit. Options: Yes / No
Reason for Change
A note that explains why the company is allowed, or disallowed to exceed the credit limit. This field is active only if the permission to exceed the credit limit changes.
Determines if company members can prepare and submit negotiable quotes on behalf of th company.
Applicable Payment Methods
Indicates the payment methods that are available for company purchases. Options:
B2B Payment Methods
All Enabled Payment Methods
Specific Payment Methods
(Admin Only) Becomes active if specific payment methods are indicated. Hold down the Ctrl key, and select each payment method that you want to be available to the company account.