Understanding how customer and company accounts work in DecoNetwork is essential for managing orders, payments, and communications effectively. This article provides an overview of the Accounts section in Business Hub, including how to manage customer profiles, create companies, assign roles, record payments, and import accounts in bulk.
In this article
- Prerequisites
- Customer profiles
- Customer account settings
- Importing customer lists
- Company accounts
- Adding contacts to companies
- Assigning contact roles
- Importing companies & mapping customers
- Generating account statements
- Recording payments
- Additional resources
Prerequisites
- Permissions to manage Customers and Companies in Business Hub.
- (For imports) Access to the sample CSV and correctly formatted data.
- Decisions on terms, price levels, and any tax exemptions.
- (Optional) Company structure ready (who are managers vs. payers) for assigning roles and notifications.
- (Recommended) Data privacy practices for handling customer information.
Customer Profiles
Customer profiles in Business Hub store all the data and activity associated with a specific individual. You can:
- View quotes, orders, artwork, and design layouts
- Review both past and current orders
- Process reorders
- Access any activity the customer initiates from their own login
Tip: Customers see a similar view when logged in to their own accounts, with the ability to approve/reject quotes and make payments.
1 Quotes & Orders – View all customer activity.
2 Artwork & Designs – See uploaded or created designs.
3 Reorder Button (My Account customer profile) – Easily repeat previous orders .
Customer Account Settings
When editing a customer’s account, you can configure:
- Terms of payment (put the customer on terms)
- Maximum outstanding balance
- Contract price level
- Tax-exempt status
- Discount percentage
- Store credit
- Password reset
- Store association changes
1 Terms – Set customer payment terms and max balance.
2 Price Level – Assign pricing tier for quotes/orders.
3 Tax & Discounts – Enable exemptions or discounts.
Importing Customer Lists
You can bulk import customers using a CSV file. Be sure to:
- Download the sample CSV from the import page.
- Ensure the column headers match exactly as shown in the sample.
- Import the list into your DecoNetwork account.
Warning: Modifying headers or formatting from the sample will cause the import to fail.
1 Import Customer CSV Action – Begin customer import process.
2 Sample CSV Link – Download to use the correct format.
3 File Upload – Choose your completed import file.
Company Accounts
Company accounts are useful when multiple contacts or departments place orders under one billing entity, such as a school district. A company profile stores all quotes, orders, artwork, and related data.
Example: A school district may have sports teams and staff placing orders while the district office handles payments. In such cases, set up the school district as a company, with each individual added as a contact (customer) under that company.
1 Orders & Quotes – View all company-level activity.
2 Terms & Pricing – Define shared financial settings.
3 Contacts – Add and manage contacts under the company.
Adding Contacts to Companies
- Navigate to the company profile.
- Add a contact (individual customer).
- Configure their account settings to inherit company terms and pricing.
Each contact’s orders will be linked back to the company.
Assigning Contact Roles
Each contact under a company can have a specific role to manage email notifications:
| Role | Notifications Received |
|---|---|
| Customer | Only for orders they place themselves |
| Manager | All orders placed by anyone in the company |
| Payments | Invoices, statements, and payment reminders |
Importing Companies and Mapping Customers
You can bulk import companies just like customers via a CSV file.
Best Practice:
- Import companies first.
- Import customers next, using the exact same company name to auto-link them.
1 Import Companies CSV Action – Begin company import process.
2 Sample CSV Link – Download to use the correct format.
3 File Upload – Choose your completed import file.
Generating Account Statements
Account statements help manage billing when many orders have been placed:
- Combine multiple invoices into one document.
- Provide a clear summary of what’s owed.
- Enable a single payment to settle multiple invoices.
1 Generate Button – Create statements for all customers.
2 Customer Statement Actions – View the statement for a customer account.
3 Invoice List – Shows all outstanding invoices for the customer account.
Recording Payments
- Go to the Record Payment section.
- Select the relevant customer or company.
- Apply the payment to one or more invoices.
- Mark the invoices as paid.
1 Amount – Enter payment amount.
2 Payment Date – Specify when payment was received.
3 Select Invoices – Choose invoices to apply payment to.
Additional Resources
Still have questions? Use the Search Tool at the top of the page to find more related guides. Need help? Click the icon to submit a support ticket—our Client Services team is ready to assist!
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