Creating a Company Account

Company accounts can be set up from the storefront by the customer, or from the Admin. All requests to create a company account must be approved by the store administrator before the account becomes active.

The person who sets up a company account from the storefront is usually assigned a role as the company administrator. After the request to create a company account is approved, the company administrator can set an account password and log in to the account.

Method 1: Create company from the storefront

Before you begin, make sure that B2B Features are enabled in the configuration for the storefront.

1. In the upper-right corner of the storefront header, click Create an Account and choose Create New Company Account.

   Create New Company Account

2. In the Company Information section, do the following:

   • Complete the required fields:

     • Company Name
     • Company Email

   • If the information is available, complete the remaining fields, as applicable.

     • Company Legal Name
     • VAT/TAX ID
     • Re-seller ID

   Company Information

3. Complete the settings in the Legal Address section.

   Legal Address

4. In the Company Administrator section, do the following:

   • Enter the Email address for the company administrator.

     The email address for the company administrator can be the same as the company email address, or a different email address. If a different email address is entered, a company user account is created, in addition to the company administrator account.

   • Enter the First Name and Last Name of the company administrator.

   • Optionally complete the following fields:

     • Job Title
     • Gender

   Company Administrator

5. When complete, click Submit.

   When the request to create a company account is approved by the merchant, an email notification is sent to the company administrator with instructions to set the account password.

   When the password is set, the company administrator can sign in to the account.

   

Method 2: Create company from the Admin

The process of creating a company from the Admin is essentially the same as from the storefront, but with additional fields.

New Company

1. On the Admin sidebar, go to Customers > Companies.

2. Click Add New Company and do the following:

   • Complete these required fields:

     • Company Name
     • Company Email

   • If you are not ready for the account to go live, set Status to Pending Approval. (This is set to Active by default.)

   • If applicable, choose the Admin account of the Sales Representative who is to manage the account.

3. In the Account Information section, do the following:

   • Complete the following fields as applicable:

     • Company Legal Name
     • VAT/TAX ID
     • Reseller ID

   • For Comment, enter any additional information about the customer that might be needed.

     The Comments are visible only from the Admin.

   Account Information

4. In the Legal Address section, complete these required fields:

   • Street Address
   • City Country
   • ZIP/Postal Code
   • Phone Number

5. In the Company Admin section, do the following:

   • Complete these required fields:

     • Email
     • First Name
     • Last Name

   • Complete the following optional parts of the name, which might be applicable to some customer names more than others and can be used at your discretion:

     • Prefix
     • Middle Name/Initial
     • Suffix

   • If the information is available, complete the remaining fields to describe the company administrator:

     • Job Title
     • Gender

   Company Admin

6. In the Company Credit section, which displays a summary of the customer’s credit activity, complete as many of the fields in the lower part of the section as applicable:

   • Credit Currency
   • Credit Limit
   • Allow to Exceed Credit Limit
   • Reason for Change

   Company Credit

7. In the Advanced Settings section, do the following:

   The customer group assignment determines which shared catalog is available to the company and its employees. By default, the company is assigned to the customer group that is set as the default in the configuration.

   • You can change the Customer Group assignment for the Company and its employees to a group that has access to a different shared catalog, or to a standard customer group. You are prompted to confirm before the group is changed.

     Advanced Settings

   • If you want to allow company employees to generate quotes from their account, set Allow Quotes to Yes.

   • To change the default payment methods that are available to the company, clear the Use config settings checkbox and do one of the following:

     • Choose All Enabled Payment Methods.

     • Choose the Specific Payments.

       To select multiple payment methods, hold down the Ctrl key (PC) or the Command key (Mac) and click each option.

8. When complete, click Save.

   When the request to create a company account is approved by the merchant, an email notification is sent to the email address of the company administrator with instructions to set the account password.

   

   When the password is set, the company administrator can sign in to the account.

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Field descriptions

Account Information

Legal Address

Company Admin

Company Credit

Advanced Settings