Company Configuration

Stores > Settings > Configuration > Customers > Company Configuration

General

General

Field Scope Description
Allow Company Registration from the Storefront Website Determines if visitors to your store have the choice to register for a company account or an individual account. Options: Yes / No

Email Options - Company Registration

Email Options - Company Registration

Field Scope Description
Company Registration Email Recipient Store View The store contact that is notified when a company registration request is submitted from the storefront. Options: General Contact, Sales Representative, Customer Support, Custom Email 1, Custom Email 2
Send Company Registration Email Copy To Store View The email address of each person who is to receive a copy of the registration notification. Separate multiple email addresses with a comma.
Send Email Copy Method Store View The email method that is used to send the copy of the registration email. Options: Bcc, Separate Email
Default Company Registration Email Store View The email template that is used by default for the company registration notification. Default template: Company Registration Request

Customer-Related Emails

Field Scope Description
Default ‘Sales Rep Assigned’ Email Store View The email template that is used by default when a sales representative is assigned to a company account. This email is sent to the sales representative and to the company administrator. Default template: Sales Representative Assigned to Company
Default ‘Assign Company to Customer’ Email Store View The email template that is used by default when an individual customer account is assigned to a company account. This email is sent to the customer only. Default template: Assign Company to Customer
Default ‘Assign Company Admin’ Email Store View The email template that is used when a company administrator is assigned to a company. This email is sent to the sales representative and to the company administrator. Default template: Assign Company Admin
Default ‘Company Admin Inactive’ Email Store View The email template that is used by default when the status of the person who serves as the company administrator is changed to “Inactive”.The system sends email notification of the change to the new and former company administrators. Default template: Company Admin Set Inactive
Default ‘Company Admin Changed to Member’ Email Store View The email template that is used by default when the former company administrator becomes a company member. The email is sent to the company member only. Default template: Company Admin Changed to Member
Default ‘Customer Status Active’ Email Store View The email template that is used by default when the status of a customer becomes active. This email is sent to the customer only. Default template: Customer Status Active
Default ‘Customer Status Inactive’ Email Store View The email template that is used by default when the status of a customer becomes inactive. This email is sent to the customer only. Default template: Customer Status Inactive

Company Status Change

Company Status Change

Field Scope Description
Company Status Change Email Recipient Store View The store contact that is notified whenever the status of a company changes. Options: General Contact, Sales Representative, Customer Support, Custom Email 1, Custom Email 2
Send Company Status Change Email Copy To Store View The email address of each person who is to receive a copy of the company status change notification. Separate multiple email addresses with a comma.
Send Email Copy Method Store View The email method that is used to send the copy of the status change notification. Options: Bcc, Separate Email
Default “Company Status Change to Active 1’ Email Store View The email template that is used when the status of a company changes from “Pending Approval” to “Active”. Default template: Company Status Active 1
Default ‘Company Status Change to Active 2’ Email Store View The email template that is used by default when the status of a company changes from “Rejected” or “Blocked” to “Active”. Default template: Company Status Active 2
Default ‘Company Status Change to Rejected’ Email Store View The email template that is used by default when the status of a company changes to “Rejected”. Default template: Company Status Rejected
Default ‘Company Status Change to Blocked’ Email Store View The email template that is used by default when the status of a company changes to “Blocked”. Default template: Company Status Blocked
Default ‘Company Status Change to Pending Approval’ Email Store View The email template that is used by default when the status of a company changes to “Pending Approval”. Default template: Company Status Pending Approval

Company Credit

Company Credit

Field Scope Description
Company Credit Change Email Sender Store View The store contact that is notified whenever there is a change to a company’s credit. Options: General Contact, Sales Representative, Customer Support, Custom Email 1, Custom Email 2
Send Company Credit Change Email Copy To Store View The email address of each person who is to receive a copy of the company credit change notification. Separate multiple email addresses with a comma.
Send Email Copy Method Store View The email method that is used to send the copy of the credit change notification. Options: Bcc, Separate Email
Allocated Email Template Store View The email template that is used by default when company credit is allocated. This email is sent to the company administrator. Default template: Credit Limit Allocated
Updated Email Template Store View The email template that is used by default when a company’s credit limit is updated. This email is sent to the company administrator. Default template: Credit Limit Updated
Reimbursed Email Template Store View The email template that is used by default when a reimbursement is made to company’s credit. This email is sent to the company administrator. Default template: Credit Reimbursed
Refunded Email Template Store View The email template that is used by default when an amount from an order is refunded to company credit. This email is sent to the company administrator. Default template: Order Refunded to Company Credit
Reverted Email Template Store View The email template that is used by default when an order is reverted to company credit. This email is sent to the company administrator. Default template: Order Reverted to Company Credit