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Company

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Table of Contents  

  • General Info
  • Addresses
  • Documents
  • Settings
  • Payments

 

General Info 

  1. Go to the Administrator Dashboard, click on Company.

  2. Click the General Info tab and enter your Basic Information.

  3. Fill in the required fields about your company's corporate information.  The required information includes Company Name, Workspace, Logo, Corporate Domain, Corporate Phone, and Corporate Email.

  4. Now you can enter your Advanced Information, this includes: (Legal Entity Name Legal Entity Type, D&B Number, Articles of Incorporation (CERTIFICATE OF INCORPORATION), Tax-Exempt Status, Tax Exempt Number, State Tax Exemption Certificate (State tax exemption certificate attachment), Federal Tax ID, Federal Tax ID Letter, Expected Monthly Spend, Intended Use of Materials, Are you reselling or distributing?).

  5. Next, enter your Bank information, this includes: (Bank Name, Bank Account Number, Bank Representative First Name, Bank Representative Last Name, Bank Email Address, Bank Street Address, Bank City or Town, Bank Zip Code and Bank State).

  6. Finally, fill in your Trade information, this includes: (Reference Company, Account Number, Representative First Name, Representative Last Name and Representative Email Address. You can add up to three different References.)

  7. Congratulations! You've recorded your company's information. Move to the next tab to set up your company's Addresses.

 

Addresses

Set your default addresses and easily update a change of address.

  1. Go to the Admin Dashboard, select Company.

  2. Click the Addresses tab.

  3. Click Add Address.

  4. Fill in the required fields about your company's Address. The required fields are Address Name, Line 1 (Street Number and Name), City, State/Province/County, and Zip/Postal code

  5. Click Verify Address to verify it.

  6. You can choose to use the verified address or the non-verified one in case needed.

  7. To save your address, click Save.

  8. Congratulations!  address is all set. You can add as many locations (addresses) as needed. Learn more here.

  9. Move on to the next tab and set up your Corporate Documents.

 

Documents

House all of your company's corporate documents by uploading them here and never lose a doc again!

  1. Go to the Admin Dashboard, choose Company.

  2. Click the Documents tab.

  3. Press the + plus sign Add Document tile.

  4. Fill in the required fields about your company's corporate document. The required fields are Document Name, Document Type, and Document Description.

  5. For new supplier account applications, use our default Document Types from the dropdown to attach documents for address and business verification.

  6. Next, click on the Select File button to browse and attach the file from your computer.

  7. To attach, click Add Document.

  8. Congratulations! Your company's address and business verification documents will now be automatically included when electronically filing your new supplier account applications!

Important: We accept most image and document formats, however, PDF file format is highly encouraged due to various supplier preferences. The file size limit is 2MB.

Tip: Generally, minimum required Document Types for new supplier account application business and address verifications are Building Lease and Legal Entity Articles of Incorporation or City/County Business License. If you are tax exempt, also include your State Tax Exemption or Resale Certificate.

 

Settings

Establish your organization's spending settings, set spending limits, and assign approval chains for procurement.

  1. Go to the Admin Dashboard, choose Company.

  2. Select the Settings tab.

  3. Add Approval Flows.

  4. Select the Group that will be covered by the approval flow.

  5. Click the blue plus sign and define the approval flow steps, by clicking the blue plus sign. Learn more here.

  6. Enable Advanced Settings to prevent users from self approvals, and require a unique approver for each rule.
  7. Select the user you will add as the PO contact.

 

Budgets

Set up your accounts and budgets within your organization.

  1. Go to the Admin Dashboard, choose Company.

  2. Select the Budgets tab.

Learn more about Budgets here.

 

Payments

  1. Go to the Admin Dashboard, choose Company.

  2. Select the Payments tab.

In this section you can:

  1. Add your card information.
  2. Add or update your bank account information.
  3. Add the billing point of contact, who will be the user to receive payment reminders and invoice notifications.

Learn more about Payments here.