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Create a company

Goal​

To create a new B2B company in the backoffice, capturing essential business information, contacts, addresses, and commercial settings for proper client management.

Step 1: Navigate to Companies​

  1. From the backoffice menu, select User Management > Users > Companies (B2B).
  2. The companies list displays existing companies with:
  • Name
  • Location
  • Groups
  • Contacts count
  • Source

Company c1

Step 2: Start New Company Creation​

  1. Click New Company button at the top right.
  2. The new company form opens with tabs for:
  • General
  • Contacts
  • Addresses
  • Favorite Lists
  • Pricesheets
  • Order Lists
  • Attributes

Company c2

Step 3: Enter Company Information​

In the General tab, complete the Info section:

  • Name: Company name (required)
  • Email: Main company email address
  • Phone: Primary phone number
  • Tax Number: VAT or tax identification number
  • CoC Number: Chamber of Commerce registration
  • Debtor ID: Internal accounting reference
  • Tag: Category or classification
  • Hidden: Toggle visibility in searches

Step 4: Add Company Contacts​

  1. Click the Contacts tab.
  2. Click Add Contact to create new contacts or link existing ones.

Company c4

  1. For new contacts, enter:
  • Name (first, middle, last)
  • Email address
  • Phone numbers
  • Job title or role

Company c5

See Create a contact for detailed contact creation steps.

Step 5: Configure Addresses​

  1. Click the Addresses tab.
  2. Click Add Address to create company locations.

Company c6

  1. Enter address details:
  • Street address and number
  • City and postal code
  • Country
  • Address type (delivery, invoice)
  • Set as default if applicable

Company c7

Step 6: Set Commercial Configuration​

Configure additional tabs as needed:

Favorite Lists​

  • Assign product favorite lists for quick ordering

Pricesheets​

  • Link custom pricing agreements
  • Apply volume discounts or special rates

Order Lists​

  • Assign positive or negative order lists
  • Control product visibility and ordering permissions

Attributes​

  • Add custom fields specific to your business
  • Examples: Industry type, account manager, credit limit

Step 7: Save the Company​

  1. Click Save at the bottom right.
  2. A confirmation message appears.
  3. The new company appears in the companies list.

Company c8

Next Steps​

  • Add additional contacts to the company
  • Configure user logins for company contacts
  • Set up company-specific pricing
  • Assign appropriate order lists
  • Review and test ordering permissions