Create 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 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: Customer creates the account from the storefront
Yes.-
In the upper-right corner of the storefront header, the customer clicks Create an Account and chooses Create New Company Account.
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note note NOTE If a visitor is logged in to a registered user account, they can create a company account by navigating to Customer Profile > Company Structure > Create a Company Account. Upon creation of the company account, the customer’s account is assigned as the primary contact. Otherwise, the system creates a customer, who receives an email to set a password. -
In the Company Information section, the customer does the following:
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Completes the required fields:
- Company Name
- Company Email
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Completes the remaining fields, as applicable:
- Company Legal Name
- VAT/TAX ID
- Reseller ID
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Completes the required fields in the Legal Address section.
- Street Address
- City
- Country
- State/Province
- ZIP/Postal Code
- Phone Number
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In the Company Administrator section, does the following:
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Enters 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.
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Enters the First Name and Last Name of the company administrator.
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Optionally completes the following fields:
- Job Title
- Gender
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Completes the validation if reCAPTCHA is enabled for this storefront function.
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When the information is complete, select Submit.
When the request to create a company account is approved by the merchant, email notification is sent to the company administrator.
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When the password is set, the company administrator can sign in to the account.
Method 2: Merchant creates the account from the Admin
The process of creating a company from the Admin is essentially the same as from the storefront, but with additional fields.
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On the Admin sidebar, go to Customers > Companies.
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Click Add New Company and do the following:
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Complete these required fields:
- Company Name
- Company Email
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If you are not ready for the account to go live, set Status to
Pending Approval. (Set toActiveby default.) -
If applicable, choose the Admin account of the Sales Representative who is to manage the account.
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In the Account Information section, do the following:
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Complete the following fields as applicable:
- Company Legal Name
- VAT/TAX ID
- Reseller ID
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For Comment, enter any additional information about the customer that might be needed.
The comments are visible only from the Admin.
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On initial company creation, the Company Hierarchy grid is empty when you expand it. After you save the company, you can include it in a company hierarchy. See Company Management.
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In the Legal Address section, complete these required fields:
- Street Address
- City Country
- ZIP/Postal Code
- Phone Number
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In the Company Admin section, do the following:
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Complete these required fields:
- First Name
- Last Name
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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
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If the information is available, complete the remaining fields to describe the company administrator:
- Website
- Job Title
- Gender
- Send Welcome Email From
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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
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In the Advanced Settings section, do the following:
note note NOTE 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.
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If you want to allow company employees to generate quotes from their account, set Allow Quotes to
Yes. -
If you want to allow company employees to create and use purchase orders from their account, set Enable Purchase Orders to
Yes. -
To change the Applicable Payment Methods that are available to the company, clear the Use config settings checkbox and choose one of the following:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto Option Description B2B Payment Methods(Default) Enables all payment methods set as default for B2B orders. All Enabled Payment MethodsMakes all enabled payment methods available for customer accounts associated with the company account. Selected Payment MethodsAllows you to select the payment methods that are available for customer accounts associated with the company account. To select multiple payment methods, hold down the Ctrl key (PC) or the Command key (Mac) and select each option. -
To change the Applicable Shipping Methods that are available to the company, clear the Use config settings checkbox and choose one of the following:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto Option Description B2B Shipping Methods(Default) Enables all shipping methods set as default for B2B orders. All Enabled Shipping MethodsMakes all enabled shipping methods available for customer accounts associated with the company account. Selected Shipping MethodsAllows you to select the shipping methods that are available for customer accounts that are associated with the company account. To select multiple shipping methods, hold down the Ctrl key (PC) or the Command key (Mac) and select each option.
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When complete, select 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.
When the password is set, the company administrator can sign in to the account.
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Field descriptions
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.
Account Information
Note: The company administrator and other company users do not have their own separate VAT/TAX ID numbers in their customer accounts.
Company Hierarchy
A
current company indicator appears in the company line being edited.Legal Address
Company Admin
Mr., Ms., Mrs., or Dr.). Depending on the configuration, the input field might be a text field or list.Jr., Sr., or III.). Depending on the configuration, the input field might be a text field or list.Male / Female / Not SpecifiedCompany Credit
Yes / NoAdvanced Settings
B2B Payment Methods / All Enabled Payment Methods / Selected Payment MethodsB2B Shipping Methods / All Enabled Shipping Methods / Selected Shipping Methods