Cabinet, companies and roles

The office is the workplace of the company: on the left of the partition menu, on the top - the company switch and notifications. Everything you do in the office is about current.

Company roles

• Owner Full access: details, catalog, prices, counterparties, orders, settings. Owner of the company single.
• Manager catalog, prices, counterparties, sales; company details are not available.
• Buyer - only purchases: basket, orders and price requests. Seller sections (goods, sales, incoming requests, tariff, settings) are not visible to such a user.

The company has participation “I sell,” “I buy,” or “I sell and buy.” It is selected at registration, changes in Settings and determines whether you keep your catalogue and how the company is queued for review.Company registration); the company "Buy" office is open and before the inspection - without placing orders. It does not affect the composition of the menu: sections of the seller are visible by their role in the company.

The role is chosen when an employee is invited, and then the owner changes it. The founder of the company becomes the owner.

Staff members

The company can employ several people: the owner invites them by e-mail and assigns a role. How it's done, what each role sees, and how to transfer ownership. Company employees.

Several companies

One user can be in several companies. The list is on the “My Companies” page./cabinet), switching in the same place and in the cap. Each company has its own shopping cart, orders and price requests: when you switch the company, you see its data.

Cabinet sections

• Orders and Price requests (incoming) - what you are ordered to do (Orders: statuses and work with them. Price Requests (RFQ)).
• Procurement and Price requests (outgoing) - what you order.How to buy: seller's catalog, basket, order).
• Contractors and Settings → Buyer Groups To whom and at what price do you sell?Buyer groups and counterparties).
• Goods.. Categories. Tags. Properties. Price types. Price policies - your catalog and pricesAddition of goods. Catalogue categories).
• Warehouses. Delivery. Settings → Shipping and schedule - logisticsWarehouses, work schedule and shipment time. Delivery methods).
• Data exchange and import - files, 1C, APIFile export and download. Import of prices, balances and catalog).
• Tariff and payment - Seller's subscription, site accounts and acts (Seller's fare and subscription fee).
• Staff members - who works in the office of the company: invitations, roles, withdrawal of accessCompany employees).
• Settings type of company participation, catalog mode (Who sees your catalog?), payment, webhooks, access.
• Profile. Assistance. Proposals for improvement Personal sections are independent of the company (Profile, notifications and suggestions).