Manage Companies

Overview of Managing Companies

Companies are organizations whose members submit jobs to or order products from an assigned Print Shop. For example, one company (associated group of users) may provide your organization with 50% of your revenue. In this case, you can assign a discounted price sheet commensurate with the volume of business. In order to assign a specific price list, you need to set the company up in MarketDirect StoreFront.

The Companies page is used to add, remove, or update information about companies whose members place orders through the system. You can assign the company to a storefront and customize the storefront (see Customizing Storefronts) so that a specific branding appears on the web site when a company user logs in, add contact information and assign employee users to default groups, price sheets, and billing units for their associated company. You can also edit and delete companies.

The Rate Lookup Config. Status column shows which companies are configured for ExpressRater (i.e., those marked with are not configured and those marked with are configured for ExpressRater).

Establishing companies allows you to:

●        Assign companies to groups for the purpose of allowing access to specific pages.

●        Assign users and cost centers to companies.

●        Assign specific pricing and pricing sheets to companies.

●        Run reports specifically by company.

Accessing & Navigating the Manage Companies Page

●        To open the Manage Companies page, go to Administration > Companies.

●        The image below shows the Manage Companies page (completely redesigned for v. 11.6) with call-outs describing various elements.

What would you like to do?

• Introduction to the Manage Companies page

  

   

  Column or Control	Description
  	Refresh all data on the page.
  	Launches the process of creating a new company. For more information on a creating a new company, see Add, edit, or delete a company.
  	Item selection box. ●        Click the column header box to select all companies in the table. ●        Click the box on an individual row to select a specific company in the table.
  	Quick links icon that opens the Quick Access menu.
  Shipping Configuration Status	The shipping configuration status of the company. : External integrated shipping method(s) are configured correctly. : External integrated shipping method(s) are configured incorrectly. : External integrated shipping method(s) are not configured.
  	Opens the company branded URL.
  ID	The unique item ID for the company that is automatically generated by the system when the company is created. This number is read-only and unique across the entire system. To filter this column: ●        Enter a number or range of numbers in the Column Header field. ●        Clickfor a list of search operators you can use.
  Company Name	Name of the company. To filter this column: ●        Select an option from the drop-down list in the Column Header field. ●        Enter a term or sequence of letters in the Column Header field.
  Departments	List of departments associated with the company. If the company has more than one department, a number will be included in the field. (e.g., ) You can hover on the field to see the full list of departments. To filter this column: ●        Select an option from the drop-down list in the Column Header field. ●        Enter a term or sequence of letters in the Column Header field.
  Users	Number of users associated with the company. To filter this column: ●        Enter a number or range of numbers in the Column Header field. ●        Clickfor a list of search operators you can use. You can edit this attribute for each line item by clicking the pencil icon in the field and selecting an option in the Add/Remove Users window.
  Default Payment Method	Default payment method assigned to the company. To filter this column: Select an option from the drop-down list in the Column Header field.
  SSO Enabled	Reflects whether the company is SSO (single sign-on) enabled or not. To filter this column: Select an option from the drop-down list in the Column Header field.

• Search and sort data

  To search data

  You can search for data using the search capabilities in the heading row of any column.

  ●        For data with user-defined values—such as ID, Company Name, Departments— you can search for partial or complete matches using like search terms entered directly in the field.

  ●        Numerical value data columns (e.g., ID, Users) can be searched / filtered using operations. For example, >500 will show all Company ID values greater than 500.

  ●        Alphabetical value data columns (e.g., Company Name, Departments) can be searched with like searches and will automatically begin filtering with every entered character. For example, a search for Acme will return all company names that include the word Acme (i.e., Acme Inc., Acme Co., Acme Services, etc.).

  You can type any character and press Enter to filter the data without having to select an option from the drop-down list.

  

  Click the X in the table header to remove a filter.
  Click to clear all filters in the list.  
  
  

  To sort data

  You can select a sort order for data in the Company Name column. The sort option will reverse the sort order from A to Z or from Z to A.

  

• Edit single companies

  Quick Access Menu

  Use the Quick Access menu to perform these tasks:

  ●        Add New Department

  ●        Assign Users

  ●        Delete

  To open the Quick Access Menu

  1         Go to Administration > Companies.

  2         Hover on for the appropriate company.

  3         Select the appropriate option from the list.

  

  Each option will be discussed in detail throughout this section.

  Add New Department

  Add a new department to the selected company.

  1   Hover on and select Add New Department.

  2   Complete the necessary fields on the Add New Department page.

  For information on how to complete the fields on the Add new Department page, please see To create a new department.

  Assign Users

  Add or remove users from a selected company.

  1    Hover on and select Assign Users.

  You can also assign users to a company by clicking in the User column for the appropriate company.

  2    Choose the user(s) you want to add or remove from the selected company.

  ●        To add users:

  ●        Click the Un-Assigned radio button.

  ●        Click the check-box for the appropriate users.

  ●        To remove users:

  ●        Click the Assigned radio button.

  ●        Click the check-box for the appropriate users.

  

  You cannot remove users for the default company.

  3   You can Search, Filter, and Sort columns to easily navigate the user list.

  ●        You can add or remove all Filtered users from the selected company by clicking the Select all filtered records check-box and then clicking the Assign (add) or Un-Assign (remove) radio button. This feature allows you to add or remove multiple users at the same time.

  

  4   Click Save after you finish choosing users to add or remove from the company.

  Delete

  Delete the selected company.

  1    Hover on and select Delete.

  The default company cannot be Deleted.

  2    Click OK in the Delete window.

  

  Deleting a company will remove information associated with that company, and it cannot be recovered once Deleted.  

See Also

●        Add, Edit, or Delete a Company

●        Managing Spending Accounts

●        Managing Departments

●        Cost Centers

●        Accounting Codes

●        Multiple URL Configuration