How to use - as the Company
Company Accounts is the feature that allows customers to create company profiles and manage their company orders in one place.
There are 2 types of people in a company who can interact with Company Accounts at the portal: Manager and Member.
Who is Manager?
Like the name, the Manager is the person that has complete control of the organization's information. A Manager is the one who is responsible for creating the company profile.
There's only one Manager in a company.
Who is Member?
Members are the other people in a company besides the Manager. The Manager can grant members access, allowing them to do specific actions.
There's no limit for the number of the members in a company.
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How to use - as the Manager
To start using the Company Accounts module as an individual from a company. The Manager should do the following steps first:
Step 1 - Confirm information
Go to Portal > Company then confirm your information and make sure they are correct.
Step 2 - Request to create the company profile
After confirming, you can request to create a company profile to start buying from the store.
To request to create a new profile, click Request to create company button
A form will show up, you should enter the information that matches your company. After filling in all the information needed, click Send request to send it to the store owner.
You can edit your company information in the request if needed.
Step 3 - Create roles
After being approved, you can start creating new roles, adding more members, and placing company orders.
We recommend you create the necessary roles first.
To create a new role, go to Portal > Company Accounts and click Company roles section.
By default, there are 2 roles:
Manager: The manager will have this role with full permission
Default: The default role with no permission, members with this role only can create company orders.
To create a new role, click the Add new role button.
A role has a name and a list of permissions. You can select what a member can do if he/she has the role. There are 3 kinds of permissions:
Manage company orders: Members with this role can edit and delete company orders
Manage roles: Members with this role can create, edit, and delete roles
Manage members: Members with this role can invite, and remove members from the company
After a role is created, it can be edited or removed.
Step 4 - Invite new members
To manage members, you should go to the Company members section. The manager is included by default.
To add a new member to the company, you should click Invite new member, a modal will appear for you to fill in the information.
You should enter the member's email correctly and select the role to assign to the member then you should click Send Invite to send the request to the member.
Then, the invited member can go to Portal to approve the request
After approval, the member will be listed in the Company members section with the role selected.
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How to use - as the Member
When the company finishes setting up their organization on the portal, they can start placing orders from the store.
To place an order, you - as a member, should do the following steps:
Step 1 - Add products to cart
To create a company order, a member should add items to the cart as usual.
Step 2 - Share the order with the company
On the cart page, there'll be a button named Share cart. Click on it to share the current cart as a company order.
After clicking, you will be redirected to the portal to confirm the shared order. You can also add notes and choose to clear the cart after sharing here.
Then, the order will be listed in the Company Orders and My Orders sections.
Any members of the company who has the permission of Manage company orders can also view and edit order status
Step 3 - Complete the order and mark it as paid
To complete the order, first, the member should Apply to order to the cart by clicking on Apply to cart button.
Accordingly, the items of the order will be added to your cart. You should go to your cart and checkout as normal.
After finishing the order, go back to the company order and mark it as paid by clicking Mark as Paid.
These are the steps that you - as the company should follow to manage members and orders related to the store.
If you have any further questions, feel free to contact us at support-sbc@bsscommerce.com.
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