Edit company

With an existing company, you can edit the billing details, shipping details and account holder terms used for invoicing the company.

If you are using DecoPay to process payments, you will be able to set what payment methods will be available to the company from the Account Details section. See the article Set payment method availability for a company for instructions.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

In this article, you will learn how...

• To edit a company's billing details
• To edit a company's shipping details
• To edit a company's account details

To edit a company's billing details:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Companies.
   
3. Click View to open a company account you want to edit.
   

   You can also click anywhere within a company's row to load it.

4. Click on Edit Company Details next to the Company Details section heading.
   

   The Edit Company Details popup will be displayed.

   
5. Edit the company's billing details.
6. Click OK.

To edit a company's shipping details:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Companies.
   
3. Click View to open a company account you want to edit.
   

   You can also click anywhere within a company's row to load it.

4. Click on Edit Company Details next to the Company Details section heading.
   

   The Edit Shipping Details popup will be displayed.

   

   Tick the Separate shipping address checkbox to reveal the shipping address fields.

5. Edit the company's shipping details.
   
6. Click OK.

To edit a company's account details:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Companies.
   
3. Click View to open a company account you want to edit.
   

   You can also click anywhere within a company's row to load it.

4. Click on Edit Account Details next to the Account Details section heading.
   

   The Edit Account Details popup will be displayed.

   
5. Edit the account details.
   • Customer Discount: enter the percentage discount that will be applied to each order customers belonging to this company place.
   • Customer Is Tax Exempt: tick this checkbox to exempt customers belonging to this company from taxes set up in your system.
   • Company Is Account Holder: tick this checkbox to set pre-defined account terms of payment for customers belonging to this company. When the checkbox is ticked the following settings will be available:
     • Default Terms: lets you select the terms that will be applied to the customers belonging to this company for all web store orders (when paying on account). When creating an order through Business Hub, the operator can override these terms as they need to. (Account terms are defined via Admin > Settings > Customer Settings > Account Terms.)
     • Max. outstanding balance allowed online: lets you specify the maximum outstanding balance customers belonging to this company can have whilst creating web store orders. This does not affect Business Hub orders as it is assumed the operator creating the order through Business Hub can manage the maximum outstanding amount manually.
   • Sales Team Member: Select the name of the sales team member who will be assigned to this company. When a team member is assigned, any order placed by the company will be assigned to the team member.
   • Contract Price Level (Premium and Enterprise levels only): lets you choose a pricing level to be applied to product prices for the company. Contract price levels are the different tiers of selling prices that you offer your customers. (See the Contract Price Levels help article for more information).
     • Default (Retail): will use the system default pricing level. The default name for the default pricing level is "Retail". The name can be changed via Admin > Products > Contract Price Levels. However, this pricing level can never be deleted.
     • Retail: will use the system-defined retail price table or specified pricing method for the selling price.
   • Allow Bulk Discounts: tick this checkbox if you want to allow bulk discounts for this company.
   • Allow Design Sharing: tick this checkbox if you want to allow all company contacts to have access to all designs uploaded by fellow company contacts. When the checkbox is ticked, company designs will be accessible by all company contacts through the Company Uploads folder in the Select Artwork popup in the Designer.

     

     Click the image to enlarge.

     

6. Click OK.