Companies

Open Customers › Companies to keep the businesses you sell to. A company has a name, its VAT and company numbers, payment terms and a note for your staff, its locations, and the customers who buy for it.

Add a company

Choose Add company, give its Name (each company’s name is its own in your store), its VAT number (kept in capitals without spaces, such as BG123456789) and Company number if you need them, and its Payment terms:

• None: its orders are paid as any other.
• Due on the day ordered, or Within 7, 15, 30, 45, 60 or 90 days: an order paid by hand or by bank transfer is due that many days after it was placed, in your store’s days.

New terms apply to orders placed from then on. Edit changes the company later.

Locations

Under Locations, choose Add (or Edit) to give the company’s offices and warehouses: a name for each, such as “Head office”, and its address. Apply in the bar at the top saves them all at once.

Buyers

A buyer is one of your customers who buys for the company. Under Buyers, choose Add buyer, find the customer by name, email or phone, and add them. A customer buys for one company at most. Remove takes a buyer off the company; they stay your customer, and their orders so far stay the company’s.

Orders

Every order a buyer places, at your checkout or one you create for them, is the company’s. The list of companies says how many orders each placed and what they came to, in your store’s currency, less refunds and without cancelled orders, as a customer’s spending is counted; Sort by orders it by name, most orders or most spent. The company’s page says the same above its 20 latest orders, with Show more for the rest: each one Paid, To be paid with the day it is due, or Overdue once that day has passed. On the order itself, the customer’s card names the company, and Payment due (or Payment overdue) shows under what was paid until the order is marked as paid.

Cards and cash on delivery are paid as they always are; payment terms are for orders the store waits for the money on.

Delete a company

Delete asks first, then removes a company with no orders, its locations and its buyers' links to it (the customers stay). A company with orders cannot be deleted.

Who sees what

Companies are customer data: staff who can see customers see them, and those who can change customers change them.

Business prices

A company can have its own prices and its own list of products:

1. In Markets, choose Add market and under Who it is for choose Companies. Give it a name, such as Wholesale, a currency and a percentage if you want one.
2. Set its prices, quantity rules and what it sells in Markets › Catalogs.
3. Open the company, choose Edit under Locations, and pick the market for each location. Each location can have a different one.

A buyer who signs in to your store sees the market of the location they buy for: its products and prices everywhere, in the cart and at checkout, whichever country they are in and wherever the order ships. Other shoppers never see them. A company with several locations has a menu beside each buyer to say which location they buy for; the first location is the default. Discounts for a market apply to these buyers too.

At checkout

A buyer signed in to your store finds the company’s name and VAT number already filled in, and can clear the number if it doesn’t fit this order.

• Pay later: if the company has payment terms, the buyer can choose Pay later. The order is placed at once, due by the terms, and shows as to be paid. It is the company’s order even if the buyer typed another email at checkout.
• Buyers ship to: with The company’s locations only, the buyer chooses one of the company’s locations instead of typing an address or a country. That choice only sets where the order ships: prices stay those of the location the buyer buys for, the one beside them under Buyers, whichever they choose here. If that location has no market, the country of the location chosen decides the prices, as an address does for any shopper. Pickup, courier offices and lockers aren’t offered, and neither are Apple Pay and Google Pay. If none of your shipping options delivers to an address in that country, for example when you only ship to offices and lockers, the buyer is told you don’t deliver to that location and to contact you, and no order is placed. Add a location first: a company with this setting has to keep at least one.
• Review its orders first: the buyer’s checkout ends with Send for review and no payment, and Apple Pay and Google Pay aren’t offered. The order is placed at their prices with tax, shipping and discounts as usual, and it is due by the company’s terms if it has them. Nothing is charged, but its stock is held for it, and it stays on hold so it can’t ship. You get an alert that opens the order, and the customer gets no email yet, because the order isn’t confirmed. Release the hold to approve it: the customer then gets the usual order confirmation, once the last part of the order is released. Or cancel the order, which puts the stock back and sends the usual Order cancelled email if you tick it. While it waits, payment reminders don’t go out, and Send payment reminder refuses. Subscriptions, gift cards and orders with nothing to ship go through the normal checkout, and an invoice you send is paid as usual. A gift card can’t pay an order sent for review.

These apply only to a buyer who has signed in. Someone who just types a buyer’s email pays as any other shopper, because an email alone proves nothing.