Company Groups

Companies can be grouped together as a "Company Group". Similar to Product Groups and Order Groups, company groups can act as a filter on the Manage Inventory page and Manage Order page advanced search tabs. Search results will return products or orders belonging to (or not belonging to) companies in the group.
  1. Enable client setting Enable Company Groups.
  2. Settings > Company Groups.
  3. Press Create New Group.
  4. Enter a group name and add companies to that group.
  5. Save.
  6. Company Group name will display in the Manage Inventory and Manage Orders advanced search tab under the filter "Company Groups".

Export Company Groups

You can export the company groups from Settings > Company Groups > Export (Action Menu)

The export file contains the Group ID, Group Name and the related Company Names.

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