Company

The Company settings let you set up identification information about your company and correspondence information that is using Order Management. The company is represented by a company object in Order Management. Billing information is used by customers or vendors for billing purposes, such as purchase orders. Ship information is the mailing address for the company.

Note: Where appropriate, company-level settings are overridden by the same settings at the catalog or site level.

To set up Company information, follow these steps:

  1. In Order Management Administration: click Settings > Preferences.
  2. Click the General tab.
  3. Click Company.
  4. From the Company page, enter information into the fields.
  5. Click Update to save the information.

The following table describes the fields and buttons on the Company page.

Fields and buttons Description
Name The whole name of the company or entity to which information is addressed.

For example, AcmeAppliance.com

Bill Company The name that is used to identify the company for billing purposes. This field must be completed, as it's used in many places throughout Order Management.

For example, Acme Appliance, Inc.

Bill Attention Contact attention name that is used to identify the company. This field must be completed, as it's used in many places throughout Order Management.

For example, Customer Care

Bill Country drop-down A drop-down list of countries.
Note: Address format is based on country-specific rules for the included fields and their order of presentation. See Localization.

For example, United States

Bill Address Lines (1,2,3) The three billing address lines for the company.
Bill City The city of the billing address.
Bill State/Province The region or state of the billing address.
Bill Zip The zip code for the billing address.
Note: Postal/zip code is based on the country/locale.

Ship Company

The name that is used to identify the company for shipping purposes. This field must be completed, as it's used in many places throughout Order Management.

For example, Acme Appliance Return Center

Ship Attention The name that is used to identify the company for shipping purposes.

For example, Acme Appliance Returns

Ship Country drop-down A drop-down list of countries.
Note: Address format is based on country-specific rules for the included fields and their order of presentation.
Ship Address Lines (1,2,3) The three shipping address for the company.
Ship City The city of the shipping address.
Ship State/Province The region or state of the shipping address.
Ship Zip The zip code for the company’s shipping address.
Note: Postal/zip code is based on the country/locale.
Phone A contact phone number. This might be exposed in some correspondence or documents, depending on your templates.
Private Email A contact email address that won't be exposed. This field is included for administrative purposes.

For example, [email protected]

Public Email A contact email address that is exposed as the “From” address in correspondence.

For example, [email protected]

Public Email Display Name A display name that is concatenated with the public email address to create the "From" address in email correspondence. For example, if the Public Email Display Name is Salesforce Support and the Public Email is [email protected], then the From field in email correspondence is "Salesforce Support" <[email protected]>.
Email Copies An email address that is blind-copied (bcc) on all email sent from within Order Management. Use caution with this field.
URL The URL of the company’s public website. This might be exposed in some correspondence or documents, depending on your templates.

For example, http://www.acmeappliance.com

Update button Saves the information.