Managing 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 of the user.

Companies Grid

To apply an action:

The following actions can be applied to either single or multiple records.

  1. On the Admin sidebar, tap Customers. Then, choose Companies.

  2. In the first column of the grid, mark the checkbox of each record that you want to update. Then, 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, tap OK.

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 resovled.

  1. Set the Actions control to “Block”.

  2. When prompted to confirm, tap 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, tap 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, tap OK.

  3. Choose the Credit Currency to be used for the selected company accounts.

  4. The amounts are recalculated according to the current conversion rates, if available. If not available, you can manually enter custom conversion rates. The system will display as many conversion calculations are needed for the credit currency that is used by the selected companies. Tap Proceed to complete the conversion.

Edit a Company Account

Method 1: Quick Edit

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

  2. Set the Actions column to “Edit.”

    The value of each value that can be updated appears in a text box. Quick Edit

  3. Update any of the following values as needed:

* Company Name
* Company Email
* Phone Number
  1. Tap Save.

Method 2: Full Edit

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

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

  3. Make the necessary changes to the company information.

    For field descriptions, see Updating Company Accounts.

  4. When complete, tap Save.

Actions Control

OptionDescription
Set ActiveSets the status of all selected company records to “Active.” Company admins receive instructions to set their passwords so they can access their accounts and manage their companies from the storefront.
BlockRestricts company accounts that are not in good standing, while preserving the account. The status of users who are associated with a blocked company is changed to “Inactive”. They cannot sign in to their accounts, or place orders on behalf of the company.
DeleteDeletes selected company accounts. The status of user accounts that are associated with a deleted 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.
EditAllows some values of the selected company record to be edited from the grid. By default, the following values are available for a quick edit: Company Name, Company Email, Phone Number.
Convert CreditConverts the credit on account for the selected companies according to the rates of the specified currency.

Column Descriptions

FieldDescription
Default Column Layout
SelectMark the checkbox to select company records that are to be subjects of an action. Or, use the selection control in the column header to select/deselect all.
IDA unique numeric identifer that is assigned when the request to create a company is submitted.
Company NameThe company name is entered when the company account is first created, and can be a shortened version of the full legal name.
Company EmailThe email address that is associated with the company account.
Phone NumberThe primary phone number of the company.
CountryThe country where the company is registered to conduct business.
State ProvinceThe state or province where the company is registered to conduct business.
CityThe city where the company is registered to conduct business.
Group/Shared CatalogThe column name depends on whether Shared Catalog is enabled in the configuration.
Customer GroupIf Shared Catalog is not enabled in the configuration, specifies the name of the customer group to which the company belongs.
Shared CatalogIf Shared Catalog is enabled in the configuration, specifies the name of the shared catalog that is assigned to the customer.
Outstanding BalanceThe outstanding balance on the company account. the column is blank if the company does not have a credit history, and its credit limit is zero.
Company AdminThe first and last name of the company administrator.
Job TitleThe job title of the company administrator.
EmailThe email address of the company administrator.
Action
EditOpens the company account in edit mode.
Additional Columns
The following columns are available by changing the column layout of the grid.
Company Legal NameThe full legal name of the company.
Street AddressThe street address where the company is registered to conduct business.
ZIPThe ZIP or postal code where the company is registered to conduct business.
Reseller IDThe resale number that is assigned to the company for tax reporting purposes.
VAT/TAX IDThe value-added tax number that is assigned to the company by some jurisdictions for tax reporting purposes. To configure the customer VAT/TAX ID to appear in the storefront, see Create New Account Options.
Credit LimitThe credit limit that is extended to the company account.
Credit CurrencyThe currency that is accepted by the store for purchases on company credit.
StatusIndicates the current state of the company account. Options:
ActiveThe 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 ApprovalA request to open a company account has been submitted, but is not yet approved by the store administrator.
RejectedA 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.
BlockedCompany 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.
GenderThe gender of the company administrator. Options: Male, Female, Not Specified
CommentNotes about the company account for reference and visible only from the Admin.