To prevent all of the users of a company from having access to Poetic, you can inactivate the company. You can also re-activate a company that has been inactivated. Inactivating a company To inactivate a company: On the Overview tab of the Company Profile Maintenance page, click Make Inactive. The Inactivate Company form displays. Use […]
Profile Management
Viewing and editing your company’s profile
To view and edit your company’s profile: On the Administration menu, click My company. The Overview tab of the Company Profile Maintenance page displays. Make any necessary changes to the profile, then click Save. For information on… See… Changing your company’s primary contact… Changing a company’s primary contact Managing your company’s bill-tos… Adding and editing […]
Adding and editing a company’s ship-tos
Displaying the list of ship-tos for a company The Ship-to tab of the Company Profile Maintenance page lists the addresses to which orders can be delivered. The appropriate ship-to is selected during the order entry process. Adding or editing a ship-to from the Ship-to tab On the Ship-to tab, to add a ship-to, click Add […]
Adding and editing a company’s bill-tos
Displaying the list of bill-tos for a company The Bill-to tab of the Company Maintenance page contains a list of the billing addresses for the company. When placing an order, the user must select the specific billing address for the sold-to company. Adding or editing a bill-to from the Bill-to tab On the Bill-to tab, […]
Setting up reseller renewal preferences for a company
About the reseller renewal preferences For resellers, the Preferences tab of the Company Profile Maintenance page includes fields to set preferences for: Contact information to provide to customers Restrictions on renewal processes for customers Setting reseller contact information for end customers The Renewal Information for End Customers section contains fields for resellers to specify contact […]
Fields on the Company Profile Maintenance page
Overview tab Contact Information Company ID In the Company ID field, type the identifier assigned to the company by the publisher. Whether this field is used depends on the settings for the company type. Company name In the Company name field, type the name of the company. Alternate name In the Alternate name field, type […]