Company Groups


Overview

You can group companies together into a Company Group. Similar to Product Groups and Order Groups, Company Groups become a filter in the Advanced Search feature of the Manage Inventory and Manage Order pages as well as a filter in Sellercloud’s reports.

Search results will find products or orders belonging or excluded from companies in the group.


Create a Company Group

  1. Go to SettingsClient Settings > General Client Settings > Check Enable Company Groups.
  2. Go to Settings > Companies > Company Groups.
  3. Click Create New Group.createnewgroup
  4. Enter a Group Name and add companies to that group.
  5. Click Save. The Company Group will appear on the Manage Inventory and Manage Orders pages, in the Advanced Search dropdown field, and as a filter in the Sellercloud reports.

Export a Company Group

You can export company groups from Settings > Companies > Company Groups > Select Action drop-down menu > Export > Go.Exportgroup

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


Overview

You can group companies together into a Company Group. Similar to Product Groups and Order Groups, Company Groups become a filter in the Advanced Search feature of the Manage Inventory and Manage Order pages as well as a filter in Sellercloud’s reports.

Search results will find products or orders belonging or excluded from companies in the group.


Create a Company Group

  1. Go to SettingsClient Settings and check Enable Company Groups.
  2. Go to Settings > Company Groups.
  3. Click Create New Group.
  4. Enter a group name and add companies to that group.
  5. Click Save. The Company Group will appear on the Manage Inventory and Manage Orders pages, in the Advanced Search dropdown field, and as a filter in the Sellercloud reports.The image shows the Advanced Search Filter.

Export a Company Group

You can export company groups from Settings > Company Groups > Enable a company group > Select Action drop-down menu > Export > Go.

The images shows how to export a company group.The export file contains the Group ID, the Group Name, and the grouped Company Names.


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