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
- Go to Settings > Client Settings > General Client Settings > Check Enable Company Groups.
- Go to Settings > Companies > Company Groups.
- Click Create New Group.
- Enter a Group Name and add companies to that group.
- 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.
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
- Go to Settings > Client Settings and check Enable Company Groups.
- Go to Settings > Company Groups.
- Click Create New Group.
- Enter a group name and add companies to that group.
- 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 > Company Groups > Enable a company group > Select Action drop-down menu > Export > Go.
The export file contains the Group ID, the Group Name, and the grouped Company Names.