Edit a company
On the page of a company you change its details, its contacts and its addresses. You also see which lists and prices it has. Contacts and customers have a page of their own, see Edit a contact or customer.
Before you begin
- You need the User management role, with Editor or Owner access to change something.
- The tabs Favorite lists and Order lists need the Shop & channel role. The tab Price sheets needs the Pricing role. Without the role the tab is greyed out.
Open a company
Go to Users > Users, click the Companies (B2B) tab and click the company. A new company opens here straight after you click New company.
Change the details of the company
- On the General tab, change the fields.
- Click Save at the top right.
| Field | What it is | Required |
|---|---|---|
| Name | The name of the company | Yes |
| Debtor Id | Your own customer number. It shows on orders and you can search on it | No |
| Tax Number, CoC Number | The VAT number and the Chamber of Commerce number | No |
| Tag | The group of the company. It shows in the Groups column, and a price sheet can be assigned to it | No |
| Notes | Notes for your colleagues | No |
Manage the contacts of the company
Click the Contacts tab.
- Add new contact creates a contact for this company and opens its page.
- Add existing contact links someone who is already in Propeller, for example a buyer who works for two companies.
- Tick a contact to Delete it, to take it out of this company with Unassign from Company or to change its tags with Manage Groups.
Role and Authorization limit say what the contact may order without approval. See Set what a contact may order without approval.
Manage the addresses
Click the Addresses tab. It has a Delivery part and a Billing part.
- Click Create new delivery address or Create new invoice address. To change an address, click its row.
- Fill in the dialog. Street, Postal code, City and Country are required.
- Click Save.
| Field | What it is |
|---|---|
| First name, Last name, Company | Who receives the delivery or the invoice at this address |
| Region | A code of at most two characters, for countries that use regions |
| Code | A code of your own for the address, if you use one |
| Make this address as default | Marks the address as the default one of its kind |
| ICS Address | Only on a delivery address. Tick it when deliveries to this address go to a business abroad without VAT. It decides whether Propeller charges VAT on an order that is delivered there |
To remove addresses, tick them and click Delete.
See the lists and prices of the company
| Tab | What it shows | Where you change it |
|---|---|---|
| Favorite lists | The saved product lists of the company | Click New Favorite List, or see Favorite Lists |
| Price sheets | The price sheets that give this company its prices | On the price sheet itself, see Price Sheets |
| Order lists | The lists that limit what the company may order | Click New Order List, or see Order Lists |
Fill in your own fields
The Attributes tab lists the fields your company added to companies. Click Edit next to a field to fill it in. See Attributes.