Companies
Add new company
A company is a company that you sell to. Companies can have multiple buyers associated with them, and specific price lists assigned
Key features
- Create and manage companies
- Assign multiple buyers to aa company
- Set specific price lists for different companies.
- Company-specific product selection via price lists
Quick guide
- In Geins Studio, navigate to the Customers > Companies section and click New company in the upper right corner
- Create the company by filling in the required details and clicking Create company.
- Go to the Buyers tab to add buyers to the company.
- Connect a price list to the company by selecting it from the quick add under the Price list tab.
- Review the company settings and save.
Create a new Company
Company details
When creating a new Company, you will need to provide the following details:
- Company name: The name of the Company (company).
- VAT / Company reg. nr: The VAT or company registration number for the Company. The field is validated via VIES if EU format. For informational use — VAT settings must be chosen manually.
- External ID: Optional field for storing an external reference ID.
- Sales reps: The sales representatives associated with the Company. A sales rep must be an existing administrator in Geins.
- Channels: The sales channels the Company will be associated with.
Addresses
- Billing address: The billing address for the Company.
- Shipping address: The shipping address for the Company. Can be set to be the same as the billing address.
- Contact person: The contact person related to the address. Used primarily when working with quotations and order creations.
You don't need to fill in the address details when creating the Company. You can add or edit the addresses later.
Create the Company
Click Create Company to create the Company with the provided details.
Buyers
A buyer is a customer that is associated with an Company. An Company can have multiple buyers. Adding a buyer can either create a new customer in the system or link to an existing customer.
Add a buyer
- In the Buyers tab, click Add buyer.
- Fill in the required details. If the added email is already connected to an existing customer, you can choose to assign the existing customer as a buyer to the Company.
If assigned, the information on the existing customer Company will be updated with the new information provided here and the customer will be set as a company customer.
The existing customer's password and login details will remain unchanged.
Buyers created as new will have the Company's billing and shipping address as default. Existing customers will keep their existing addresses as default.
- Activate the buyer by toggling the Active switch. An inactive buyer will not be able to log in.
- Click Save to add the buyer to the Company.
More information about managing buyers can be found here: Buyers.
Connect a price list
A price list is a collection of products with specific prices. You can tailor product selection and pricing for an Company by connecting a price list and setting the Company to only show products from it.
- In the Price lists tab, add a price list by selecting it from the quick add dropdown.
- To restrict the Company to only show products from the price list, enable the Only access products included in the assigned price lists switch under the settings tab on the Company.
Products will show if the currency set in the application (such as the storefront) matches the currency of the price list they are included in.
The price list must be active for the prices and product selection to be applied to the Company.
Settings
In the settings tab, you can configure additional settings for the Company.
- Product access: Controls which products this Company can view and purchase. If the Only access products included in the assigned price lists switch is enabled, the Company will only be able to see and purchase products that are included in the assigned price lists.
- VAT settings: Set whether this Company should be charged VAT on orders. If enabled, the Company will always be charged VAT regardless of country or VAT number.