Magento for B2B Commerce

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.


Company Profile

To update a company profile:

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

Find the company in the grid. Then in the Action column, click Edit.

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

When complete, tap Save.

  • Button Bar

    Field

    Description

    Back

    Returns to the Companies page without saving changes.

    Delete Company

    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.

    Reset

    Restores the original values to any fields with unsaved changes.

    Reimburse BalancePayment that is made by a company toward the balance on their account.

    Allows the administrator to reimburse the balance from store credit, referenced by PO number.

    Save

    Saves changes to the company, and keeps the profile open.

    Save & Close

    Saves changes to the company and closes the profile.

  • Field Descriptions

    Field

    Description

    Company Name

    The company name is entered when the company account is first created, and can be a shortened version of the full legal name.

    Status

    Indicates the current state of the company account. Options:

    • 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.

    Company Email

    The email address that is associated with the company account.

    Sales Representative

    The Admin user who is the primary contact for the company account.

    Account Information

    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.

    Reseller ID

    The resale number that is assigned to the company for tax reporting purposes.

    Comment

    These notes about the company account are for reference and visible only from the Admin.

    Legal Address

    Street Address

    The street address where the company is registered to conduct business.

    City

    The city where the company is registered to conduct business.

    Country

    The country where the company is registered to conduct business.

    State/Province

    The state or province where the company is registered to conduct business.

    ZIP/Postal Code

    The ZIP or postal code where the company is registered to conduct business.

    Phone Number

    The primary phone number of the company.

    Company Admin

    Job Title

    The title of the company administrator who manages the company account.

    Email

    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.

    Prefix

    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.

    First Name

    The first name of the company administrator.

    Middle Name/Initial

    The middle name or initial of the company administrator.

    Last Name

    The last name of the company administrator.

    Suffix

    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.

    Gender

    The gender of the company administrator. Options:

    Male

    Female

    Not Specified

    Company Credit

    Credit Currency

    The currency that is accepted by the store for purchases on company credit.

    Credit Limit

    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.

    Advanced Settings

    Customer Group

    Indicates the customer group or shared catalog that is assigned to the company.

    Allow Quotes

    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

    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.