Company Details

The company details page shows a company's addresses, contacts, quotes and orders in one place. You can create quotes and orders for contacts directly from this page.

Before you begin

You need the User role to view company details.

Open a company

1. Go to Sales > Companies.
2. Click any company row in the list.

The company details page opens with a breadcrumb header showing the company name. Use the back arrow to return to the list.

Navigate the page

The right side of the page has quick-links that scroll to each section:

1. Shipping (shipping addresses)
2. Billing (billing addresses)
3. Contacts (people associated with the company)
4. Quotes (quotes for this company)
5. Orders (orders for this company)

Each section is collapsible. Click the section header to expand or collapse it.

View addresses

The Shipping addresses and Billing addresses sections show all addresses on file for the company. Each address card displays the name, street, postal code, city and country. The default address is marked with a "Default" badge.

View and filter contacts

The Contacts section is expanded by default and shows a table of all contacts associated with the company.

Column	Description
Name	Full name (first, middle, last)
Email	Contact email address
Phone	Phone number
Mobile	Mobile number
Primary Language	Contact's preferred language
Actions	Action menu

You can sort by name and paginate through contacts. Click Filters to filter by email, name, contact ID, gender or date range.

Create a new contact

You need Owner access on the User role.

1. Click New contact at the top of the Contacts section.
2. A new contact named "New contact" is created automatically.
3. You are redirected to the contact details page to fill in their information.

Create a quote or order for a contact

You need Owner access on the Order role.

tip

Creating a quote or order from a contact row pre-fills the company, contact and address details so you can start adding products right away.

1. Find the contact in the Contacts table.
2. Click Actions on the contact row.
3. Select Create Quote or Create Order.
4. If multiple sales channels exist, a sub-menu lets you pick the channel (B2B Webshop, B2C Webshop).

The quote or order is created with the company and contact details pre-filled.

Manage a contact's webshop account

You need Owner access on the User role.

1. Click Actions on the contact row.
2. Select Delete Account to remove the webshop login, or the option will show Create Account if no login exists.
3. To resend a password reset email, select Resend invitation.

View a contact's favorite lists

1. Click Actions on the contact row.
2. Select Favorite lists.

You are redirected to the contact's favorite lists page.

View quotes and orders

Click the Quotes or Orders section to expand it. Each list loads when you expand it and shows all quotes or orders associated with this company. You can search and filter within each list.

Related

• Manage companies
• Create and send a quote
• Manage orders