How to Assign New Customers as a Contact Under a Company By Default

Assigning orders to a company is a powerful way to streamline ordering for organizations such as businesses, schools, or teams. By configuring your store as an ordering portal and linking customers to a company profile, you can allow multiple individuals to place orders while consolidating billing under a single account.

Prerequisites

Why assign orders to a company?

Assigning orders to a company allows multiple individuals to place orders while keeping billing centralized. This is commonly used for corporate clients, schools, and organizations.

• Centralized billing: Invoice a single company instead of individual customers
• Simplified management: All orders are grouped under one company profile
• Flexible ordering: Employees or members can place orders independently
• Automated account handling: Orders inherit company terms such as Net 30

Step 1: Convert your store into an ordering portal

Before assigning orders to a company, your store must be restricted so that only authorized users can access it. This prevents unauthorized users from placing orders that could be billed to the company.

1. Go to Admin → Websites
2. Select your website
3. Click Store Configuration

4. Open Customer Options

   

   Navigate to Customer Options to configure ordering portal access

Step 2: Configure a generic password

Set up a generic password so only authorized users (e.g., employees or members) can access the ordering portal.

1. In Customer Options, enable Override Default Settings
2. Require customers to be logged in to view the website
3. Enable the Generic Password option
4. Enter a password (e.g., t-shirts)
5. Save your changes

Step 3: Assign new customers to a company

Once your store is secured, you can configure how new customers are assigned when they place orders.

1. Go to Admin → Websites
2. Select your website
3. Click Administration

4. Open Customer Registration

   

   Configure how new customers are assigned when placing orders

   Choose one of the following options:

   • Assign account terms automatically:
     • Customers are created as account holders
     • They receive predefined terms (e.g., Net 30, credit limit)
     • Useful when you want individual accounts with credit
   • Assign customers to a company (recommended):
     • Select an existing company profile
     • All orders are assigned under that company
     • Customers become contacts of the company
     • Orders inherit the company’s payment terms
   This setup allows multiple users to place orders while generating a single consolidated invoice for the company.

Best practice tips

• Use company assignment for corporate or school ordering portals
• Set appropriate credit limits to control spending
• Regularly review company statements and outstanding balances
• Communicate password access clearly to authorized users only

Troubleshooting

• Orders are not assigned to a company:
  • Check Customer Registration settings
  • Ensure a company is selected
• Users can access the site without restriction:
  • Verify that login is required in Customer Options
  • Ensure the generic password is enabled
• Company terms are not applied:
  • Confirm terms are configured in Business Hub → Customers
  • Ensure customers are assigned to the correct company

FAQs

Can multiple users place orders under the same company?
Yes. Each user becomes a contact under the company, and all orders are grouped together.

Can I invoice all orders together?
Yes. You can generate a single statement for all orders placed under the company.

Do I need to create the company first?
Yes. The company must already exist in Business Hub before assigning customers to it.

Can I still allow individual payments?
Yes. Instead of assigning to a company, you can configure individual account holders with their own terms.

Additional resources

• How to create a company in Business Hub
• How to password protect your website
• Managing customer accounts and terms