Companies

Companies

Manage B2B relationships by grouping customers under company accounts. Track company-level metrics including total customers, orders, and revenue.

What are Companies?

Companies allow you to organize customers who belong to the same organization. This is especially useful for B2B businesses where multiple contacts may place orders on behalf of a single company.

Key Benefits

  • Consolidated View: See all customers from a company in one place
  • Company-Level Metrics: Track total orders, revenue, and customer count per company
  • Relationship Management: Manage B2B relationships more effectively
  • Automatic Detection: Companies are automatically detected from order data

Company Features

Company Profile

Each company has a detailed profile including:

  • Company name and contact information
  • Physical address
  • Website and social media links
  • Internal notes
  • Aggregated metrics (customers, orders, revenue)

Customer Association

Customers can be associated with companies in two ways:

  1. Automatic: When orders contain company information, customers are automatically linked
  2. Manual: Associate customers with companies through the customer edit form

Company Statistics

Companies automatically track:

  • Total Customers: Number of customers associated with the company
  • Total Orders: Sum of all orders from company customers
  • Total Revenue: Combined revenue from all company orders

Managing Companies

Viewing Companies

  1. Navigate to Companies in the main menu
  2. Browse the list of all companies
  3. Use search to find specific companies
  4. Sort by name, customers, orders, or revenue

Creating a Company

  1. Click Add Company
  2. Enter the company name (required)
  3. Fill in optional details:
    • Email and phone
    • Website
    • Address
    • Social media links
    • Notes
  4. Click Save

Editing a Company

  1. Open the company detail page
  2. Click Edit Company
  3. Update any fields
  4. Click Save Changes

Company Detail Page

The company detail page shows:

  • Stats Cards: Total customers, orders, and revenue
  • Customers Tab: All customers associated with the company
  • Orders Tab: All orders from company customers
  • Info Tab: Company contact details and notes

Customer-Company Association

From Customer Profile

  1. Open a customer’s detail page
  2. View the Company card in the left column
  3. Click Edit to change the association
  4. Select a company from the dropdown
  5. Save changes

From Company Page

  1. Open a company’s detail page
  2. Go to the Customers tab
  3. Click Add Customer
  4. Select from customers not currently associated with any company
  5. Click Add Customer

Removing Association

From Customer Profile:

  1. Edit the customer
  2. Select “No company association” from the dropdown
  3. Save changes

From Company Page:

  1. Go to the Customers tab
  2. Click the remove icon next to a customer
  3. Confirm removal

Company Merging

When duplicate companies exist, you can merge them:

  1. Open the target company (the one to keep)
  2. Click Merge Company
  3. Select the source company (the one to merge from)
  4. Confirm the merge

All customers from the source company will be moved to the target company, and the source company will be deleted.

Best Practices

Data Quality

  • Regularly review and merge duplicate companies
  • Keep company information up to date
  • Use consistent naming conventions

Customer Association

  • Review unassociated customers periodically
  • Associate customers based on email domain or order data
  • Verify company associations are accurate

Tracking Performance

  • Monitor company revenue trends
  • Identify your most valuable B2B accounts
  • Track customer count growth per company
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