| 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 an alternate name for the company. For example, if the company is a conglomerate, the subsidiary company name might be the alternate company name.
Whether this field displays is based on Poetic configuration settings. |
| Company type | From the Company type dropdown, select the type of company. The company type determines several settings for the company and its users. |
| Domain name | The domain name for company email addresses. For example, acme.com, superco.org. |
| Status | Displays the status (Active or Inactive) for a company. Inactive companies do not have access to the system. |
| Creating company | The Creating company field contains the creating company for this company. The creating company is the company responsible for this company, for example, the channel company that handles all of an end customer's transactions. In most cases the creating company is a channel company such as a reseller.
To remove the creating company, click the Clear link. To select a different creating company, click the find icon. |
| Primary contact | The name and contact information for the company's primary contact. |
The company's mailing address.
This section contains fields for providing additional publisher-specific information.
Contains a list of bill-tos for the company.
Contains a list of ship-tos for the company.
| Renewal contact name | In the Renewal contact field, type the name of the contact person for renewals. |
| Renewal email | In the Renewal contact email field, type the email address of the renewal contact. |
| Renewal contact phone # | In the Renewal phone # field, type the phone number of the renewal contact. |
| Renewal notice language | From the Renewal notice language dropdown, select the language in which the company prefers to receive renewal requests.
If the notification has not been localized in that language, the notification is sent in the default language. |
| Additional notes for renewal notices | In the Additional notes for renewal notices field, type any additional notes to provide concerning renewals. |
The following check boxes control whether a reseller's customers receive notifications and have access to the renewal request or renew now functionality.
Under Renewal Notifications:
| Do NOT send renewal notifications | If this check box is checked, then renewal notifications are not sent to any customers for renewals associated with this reseller. |
| Do NOT send post-expiration notifications | If this check box is checked, then post-expiration notifications are not sent to any customers associated with this reseller. |
| Do NOT allow Renew Now | If this check box is checked, then when customers receive renewal notifications, if this reseller is associated with the renewal, then the notification cannot include a link to purchase the renewals immediately. |
| Do NOT allow renewal requests | If this check box is checked, then when customers receive renewal notifications, if this reseller is associated with the renewal, then the notification cannot include a link to create a renewal request. |
Under Renewal Dashboard:
| Do NOT allow Renew Now | If this check box is checked, then when customers manage their renewals using the Renewal Dashboard, if this reseller is associated with the renewal, there is no option to purchase the renewals immediately. |
| Do NOT allow renewal requests | If this check box is checked, then when customers manage their renewals using the Renewal Dashboard, if this reseller is associated with the renewal, there is no option to create a renewal request. |
| Upgrade notification email | For resellers, in the Upgrade notification email field, type the email address to BCC upgrade notifications to when an automated upgrade job requires that the reseller be included in the notification. |
| Price class | From the Price class dropdown, select the company's appropriate price category. |
| MDF allowed | MDF stands for manufacturer's discount fund
If the box is checked, the company is eligible for the discount and the system performs the calculation when an order is placed for the company. |
| Sales org | In the Sales org field, type the code representing the sales organization used by this company.
This sales organization is assigned to any order placed by the company. |
| Default shipping terms | From the Default shipping terms dropdown, select the default type of shipping to use for this company. |
| Allow XWRKS | If the company can use Ex Works shipping, where the customer is responsible for transporting the shipment, then check the Allow XWRKS check box. |
Contains a list of families that this company cannot have access to.
To add a family to the list, select the family from the dropdown, then click Add to List.
The Program Restrictions section lists the available programs. For each program, one of the following radio buttons is selected to indicate the company's ability to order against that program.
| Allow Restricted | Limits the company purchase products based on their marketing segments. This option is the default setting. |
| Deny | Prevents a company from purchasing within this program. |
| Allow Always | Enables a company to purchase against the program regardless of their market segment. |
The Transactions tab contains a list of actions performed to this company profile.