DBC: Companies - Legacy Admin

Overview

In this section, we will cover some areas that have NOT yet been migrated over to New Dist Admin as of this writing. Once you have toggled from New Dist Admin by clicking the BACK TO LEGACY ADMIN button at the bottom of the left navigation panel. click on Work with Companies in the left navigation and click Edit for the company you would like to modify.

These are the remaining top nav options that have not been covered in other sections.

Punchout Information

Please contact support if you wish to set up a punchout system. DB/c supports communication with

several portal systems, and documentation can be provided. Each implementation varies slightly, so

discussions will be necessary to determine the proper setup.

Theme Information

A theme/skin is created for each distributor and can be accomplished as needed for specific

customers. This link in the Work With Companies area demonstrates several examples of text and

form elements that will appear on that customer site.

Add On Services (AOS)

This tab allows you to create/edit add-on services. The AOS must first be set up in your back-office as

a separate item code where the price can be associated. To display the AOS on the customer site, it

must be enabled on the Company Information page.

Once add-on services have been enabled for the company, click on the Add-On Services top nav link

and then Create a new Add-On Service link to create add-on services.

To setup an Add-On service:

1. Enter a name for the add-on service.
2. Select the item code from DB/d that is used for this add-on service.
3. Enter a caption for the item, which will be displayed to the customer at checkout.
4. Designate if this add-on should be quantity driven. “Yes” means the quantity of the add-on will correspond to the quantity of the main item being ordered. “No” means the add-on will be applied once, regardless of the quantity being ordered.

Once the add-on service has been setup, it will be available for selection at the item level. Please refer

to the Items documentation for additional information on how to apply the AOS’s to an item.

Custom Instructions/Help

You may add/edit DBc Default Instructions and Help for any page by selecting a specific Page Name.

The default values will be available to view/copy from. Note: You may also use the distributor admin

navigation option to arrive at this page, and if there is no company selected, you are able to modify

the defaults for all your companies.

Select a company and click Restore Defaults to delete the Custom Instructions or Help so the DBc

Default Instructions/Help will be displayed. Note: You may select All Categories and All Pages to restore all pages within the company. Select a category and All Pages to restore all pages within that category at once. If you select a specific page, only that page will be restored.

Please contact support with any questions.

Company Dictionary

This feature has been deprecated

Account History

Account history is available to all user roles including general users, customer admins and distributor

admins. Each can see as far back as it dates, though some see history for additional users/companies

depending on their role. You can customize your account history by selecting other options to display.

The mandatory options are: Order #, Date, Total, Status, and User. Optional options are # of items,

Items, Ship-to Code, Ship-to Data, Bill-to Code, and Bill-to Data.

Buyer Accounts

You can specify a different account number by user group to determine an alternate account for

location display and order placement. All accounts setup under the buyer accounts must have the

customer buyer account setup. You also need to bring the company online, specify a valid URL, and

set the company status to active.

User Details

This section allows you to setup a questionnaire, similar to a survey, which will be located within the

user’s My Account/My Profile area. This offers more flexibility than a standard survey, in that it allows

for inserting images, which can be selected from images that have been uploaded in the next section

discussed below.

When adding a field, you will need to assign it a name, enter in the text for the question (plain or html),

select if you would like to add an image, determine the user’s method of response, and designate if

the question is mandatory. For the method of response, if you select check boxes or radio buttons,

you will have the option of entering in available responses.

The Export User Choices link allows the distributor admin to collect the data of users’ responses.

Images

This area allows you to add files to the server in this company’s directory. These images can then be

embedded wherever html tags can be used, and in the User Details section. Use the buttons at the

bottom to add and remove images as needed.

Include/Exclude Line Item Identifiers

If line item identifiers were enabled, and they were set as “Mandatory – List”; you would have then provided a list of available line item identifiers. The list that was created can be managed from this area. You have the option of quickly modifying which line item identifiers should be included or excluded for the company. Keep in mind that this same configuration option is also available at the group level (as discussed in the Groups documentation), and any groups that have been customized to not use the company defaults will be unaffected by changes made here.

SSO

For sites making use of single sign-on with SAML 2.0, this screen can be used to specify that method,

along with the URL from which their users will be authenticated. Please contact support for assistance.

Chili Admin

Chili is an advanced editor for customizable items. This is where you can set configuration at the company level for Chili items. Please contact support for assistance.