The very first step of creating a corporate portal online is to set up their details and configure the portal settings. The details you are going to add when adding a new corporate will be related to general information of your corporate (company name, contact details, email configuration, account, corporate admin access and more). However, if you are going to create a simple corporate portal where your customers can find their artwork and place the order. It is not necessary to configure all of the settings. You just need to follow the steps below.

1. Corporate Details:
Fill out your corporate company name and set the email configuration (where the corporate user will get an email from, cc to, reply to, and billing email to). Upload the corporate logo and favicon to personalised their online portal. Set the username and password to give them access to the corporate admin (if required)

2. Configuration Settings:
Set up your corporate payment method whether you would like to set only credit card payment or both credit card and account. Set the shipping options as well (default website shipping options the same as a retail, custom – specific courier, flat rate or free shipping).

3. Content Settings:
Set the settings to all default to inherit all the website contents the same as the general public user (retailer)

4. Corporate Settings:
Turn on the pay on account settings if you would like to assign your corporate user as an account user (bypass the credit card payment). Click the notification button to notify the corporate admin, and make sure the status is active.

Frequently Asked Questions

Q: Do I have to upload a corporate logo?
A: No, it is not mandatory – if there is no logo uploaded on the corporate. It will use your main store logo.

Q: Can I set different content for my corporate?
A: Yes you can, by managing it through the corporate content settings.

Q: What is the use of Corporate Admin?
A: To give access to your corporate to see the overview of the corporate portal (customers, order, templates, reports) in 1 admin page.

Q: My Corporate has a special price and i do not want to show the price.
A: You can manage it by unticking the ‘show price to customers’ feature.

Adding Corporate User >

The next step of the corporate portal will be adding the corporate user. There are several types of corporate where there will be 1 person who will place the order on behalf of the others (i.e. marketing department) or each of user will have their own specific login to place an order online. If you only have 1 corporate user you can use the ‘add’ button to create the user. However, if you have multiple corporate users we suggest to use the import customers feature.

Learn how to create a corporate user >

Frequently Asked Questions

Q: Can i not notify the user when i create the new user?
A: Yes, you can turn off the notification button before you click save.

Q: Can i set only certain users to have an account under the same corporate?
A: Yes you can, first you need to set the pay on account type to customer wise and set the pay on account settings under the customer’s details page.

Assign Products and Set up Prices >

One of the common reasons creating a corporate portal is because you would like to assign different price rates for your customer or because you would like to assign a special product available only for your specific user.

One of the corporate creation processes allows you to assign which type of products you would like to assign to your user. You will also have the ability to select which qty and size that will be available for the corporate user in the front end.

Learn how to assign specific product & price >

On the same page, you will also be able to set a discount percentage of the retail price.

Learn more about product corporate special price >

Frequently Asked Questions

Q: How does the corporate discount works?
A: the discount percentage will discounted the profit (retail price – wholesale/vendor price) + the vendor price. Please see the example below:
Wholesale price = $20, Website Mark up =100%, Retail Price = $40 (profit= $40-$20=$20)
Corporate Discount = 50% (50% out of the $20 = $10)
Corporate Discounted Price = $20+$10 =$30

Q: Does the price in the admin is Incl or Ex GST?
A: All of the prices on the admin side is Ex GST.

Q: Can i mark up the price instead of discount the corporate price?
A: Yes you can by selecting the M instead of D in the corporate price page.

Personalised Corporate Landing Page >

Every Corporate has a unique landing page that can be personalised, and this landing page allows the corporate user to bypass the general public user homepage and logged in straight to the corporate portal with the selected products assigned to them, special price rates and artwork templates ready for them to order.

Learn how to manage the landing page >

Frequently Asked Questions

Q: What is an example i can put on the corporate landing page?
A: You can use it to give the user information about the portal, or a welcome message.

Q: Can i upload an image on the corporate landing page?
A: Yes, the CMS tools allows you to upload an image or embed a video.

Upload the Corporate Templates >

To complete the corporate portal set up, the last step will be uploading all of their existing artwork online and make it ready for them to order it anytime. Therefore, the corporate user will have access to the artwork 24/7 already assigned to the right product with an instant pricing generator.

The benefits of uploading all of their artwork online are to streamline how they are ordering their printed material or promotional products in one page. Also will help you and your customer store the artworks in one place as well. Once they have placed the order, re-ordering will be really easy.

Learn how to upload your customer’s artwork online:
-. upload non-editable artwork >
-. upload a customisable artwork >

note: if you are going to use the PDFblock – please make sure you download the plug in first on your computer.
link – how to download

Frequently Asked Questions

Q: Can i assign a template to a specific user under the same corporate?
A: Yes, you need to create a corporate department to do that

Go to Advance Web to Print >