Company Configuration


Overview

If you run multiple companies or online brands, you can manage all of your business operations from a single Sellercloud account. This lets you avoid logging into different companies across the channels you sell on. Using Sellercloud, you can create multiple companies and manage settings for each one individually.


Create a Company

To create a company, follow the steps below.

  1. Go to the Company Settings page: Settings > Companies > Manage Companies
  2. Click the green action icon to open the company creation wizard. create_company
  3. Enter Company Name.
  4. Click Next.
  5. Now, you can enter Business Address information for your company.
  6. Click Add.

Sellercloud lets you have several accounts integrated for the same channel. However, a channel can only be integrated once per company. For example, if you are selling with two different Amazon accounts, each should be set in a separate company.

Because products in Sellercloud are linked to the company in which they are created, you must create new products or make shadows of SKUs existing in other companies. Learn more about shadows.

Manage a Company

All your companies and the most basic information about them are shown on the Manage Companies page. You can access this page from the main dashboard in two different ways:

  • Go to Settings > Companies > Manage Companies
  • Click your name in the top right corner and select Company Settings in the dropdowncompany_settings

Once you’ve accessed this page, you can view your companies and a brief snapshot of each one.

The columns show the company ID, name, integrated channels, and any active jobs or scheduled tasks.

To edit company information:

  1. Select a company from the list.
  2. Click the Edit icon in the top right corner of the page or the Edit icon on a panel.
  3. Click Save.
  4. On the General panel, you can set a company as a Default Company.edit_company_info

Deactivate a Company

Only Server Admins and Sellercloud Support can deactivate or reactivate a company. 

Deactivating a company doesn’t delete anything, but all related information will be hidden, including products, orders, and so on. Deactivated companies can be reactivated, which results in all related data becoming visible in your account once again.

Before deactivating a company, make sure there are no active channels connected to it. In addition, the company should not have active, pending, or open:

  • Active SKUs
  • POs
  • Unshipped Orders
  • Returns
  • RMA
  • Scheduled Tasks
  • Amazon Removals
  • FBA Shipments

deactivate_a_company


Manage Company Settings

You can monitor any changes made to the company settings by accessing the Change Log. This log lets you see all changes made on a company level (including all the channels) and which user made the change.

To edit specific information about integrated channels and company operations, including custom settings, shipping, or warehouses, use the Toolbox.

  1. Go to Settings > Companies > Manage Companies > Select your company.
  2. Go to Toolbox and scroll to see all your options.

Each company’s Toolbox contains all settings that are related to that company.

Important settings for a company include:
SettingDescription
ChannelsAll credentials and settings for different integrations can be set here.
Custom SettingsSome plugins and channels may require additional settings. The Custom Settings menu is available if you select Enable Custom Company Settings in Client Settings.
Channel WarehouseThis allows you set specific warehouses per channel or restrict them. See this article.
Invoice SettingsYou can set how generic invoices look or use a specified plugin. More information is available here.
Email SettingsSet your default email here. Any emails sent from Sellercloud will have this email set as sender. More information is available here.
Payment SettingsSet Credit Card processors and PayPal.
Product FeedsRepricers like ChannelMax and AppEagle can be set here. Check the information available here.
Return SettingsDefault return settings for this company. Some channels have separate settings for returns.
WebsiteSettings for integrated websites.
VendorsYou can set your vendors here per company. More information is available here.

Channel Credentials Alert Setting

The Channel Credentials Alert Setting is a company setting that will generate and send you an email if an Integration Token has expired or if the Credentials are no longer valid. It lets you select a specific channel(s) or enter a global default email address that will affect all enabled integrations. To enable:

  1. Navigate to Settings > Select your company > Toolbox >
  2. Open Channel Credentials Alert Setting > Enter your per-channel email or default email > Save.

If enabled, you may receive a false warning message if there is a temporary problem on the channel end and Sellercloud receives an authentication error. If you receive a warning message, you will need to go to that channel’s settings page and test your credentials:

  1. Navigate to Settings > Select your company > Toolbox > Select your channel.
  2. Go to the channel’s General Settings > Actions > Test credentials/Validate token.

If your credentials authenticate successfully, please disregard the warning. Contact Sellercloud Support if you receive warning emails often, and your credentials do authenticate each time you test.


Configure a Company for International Marketplaces

Sellercloud gives you the option to sell on international marketplaces in the local currency with product descriptions reconfigured in the local language, even if your company is set as a U.S. company with U.S. currency.

  1. Create a new company:
    1. Selling Country Code — a country where you plan to sell
    2. Currency — that country local currency
  2. Go to Company  > Toolbox > Int’l Marketplace Preferences.
  3. Check the Auto Convert Price check-box and Translate Product boxes.configure_a_company_for_international_marketplaces
  4. Click Queue Shadow Creation/Updation and Save.
    This action automatically creates shadow SKUs of all products for the international company. The products will be priced in the local currency according to the daily conversion rate (one-time conversion) and described in the local language. Because they are shadow SKUs, they share inventory with the parent U.S. company, so there is no risk of overselling.

Understanding companies in Sellercloud

If you run multiple companies or online brands, you can easily manage all your business operations from a single Sellercloud account. Now, there’s no need to login to different companies across the channels you sell on. Using Sellercloud’s intuitive functions and features, you can effortlessly create and manage the settings of your companies.

To access company creation and management, simply hover your mouse over the Settings tab. Clicking Add New Company will open the company creation wizard. To view and manage created companies, select Company Settings.

On the Company Settings page, you’ll see a grid with all the companies you’ve added to your Sellercloud account. The columns show information including the Company Name, whether or not its a Default company, integrated channels, and more. Clicking Edit or the Company Name will open up a specific company’s details page.

Disable a Company

Deactivating a company doesn’t delete anything, but all related information will be hidden, including products, orders, and so on. Deactivated companies can be reactivated, which results in all related data becoming visible in your account once again.

Before deactivating a company, make sure there are no active channels connected to it. In addition, the company should not have active, pending, or open:

  • Active SKUs
  • POs
  • Unshipped Orders
  • Returns
  • RMA
  • Scheduled Tasks
  • Amazon Removals
  • FBA Shipments

Creating a new company

Sellercloud makes it easy to create and add a new company to your account.

  1. Go to Settings > Add New Company.
  2. Type in the Company Name > Create Company.

Managing companies

After creating a company, you can access and manage specific information from the company’s details page. To access this page, simply click on the company’s name in the Company Settings grid.

Here, you can see basic information about your company including name, email, and address information. Sellercloud also features the option to set a company as a default company. This can be done by checking the This company is default company button. sellercloud this company is default company

Using the toolbox

To edit specific information about integrated channels and company operations, including custom settings, shipping, or warehouses, use the Toolbox. Clicking the Toolbox will open a dropdown with access to other pages. This is where you will integrate sales channels and manage their settings for this specific company. These settings will only change for the company you’re managing. sellercloud company details toolbox

You can also access a company’s specific channel settings from the Company Settings main grid. Once the sales channels are set up, their respective icons will appear alongside the company name. Clicking on the icon will open that channels settings for that company. sellercloud company settings channel settings access

Company Settings

  1. Go to Settings > Company Settings > Select your company.
  2. Go to Toolbox and scroll to see all your options.sellercloud company settings original interface alpha

The Channel Credentials Alert Setting is a company setting available in Sellercloud’s original interface. This setting lets you select a specific channel(s) or enter a global default email address that will affect all enabled integrations. To enable:

  1. Settings > Select your company > Toolbox > Channel Credentials Alert Setting > Enter your per-channel email or default email > Save Setting.

If enabled, you may receive a false warning message if there is a temporary problem on the channel end and Sellercloud receives an authentication error. If you receive:

  • A warning message > Go to that channel’s settings page and test your credentials.
    • Go to Settings > Select your company > Toolbox > Select your channel > General Settings.
    • If your credentials authenticate successfully, please disregard the warning. Contact Sellercloud Support if you receive warning emails often and your credentials do authenticate each time you test.
  • An error message > Reach out to the channel directly to investigate further.

Multiple Accounts For The Same Channel – Settings

Sellercloud lets you have many accounts integrated for the same channel. However, a channel can only be integrated once per company. For example, if you are selling with two different Amazon accounts, each should be set in a separate company.

  1. Create a new company from the Settings tab > Add New Company, or clone an existing one by Settings > Add New Company > Clone from Company. (To see the cloning feature, enable the Client Setting Allow to clone company.)
  2. Open your new company’s Toolbox and supply the related credentials for your new channel integration.
  3. Because products in Sellercloud are linked to the company in which they are created, you must create new products or make shadows of SKUs existing in other companies. Learn more about shadows.

Selling on International Marketplaces

Sellercloud gives you the option to sell on international marketplaces in local currency with product descriptions reconfigured in the local language, even if your company is set as a U.S. company with U.S. currency.

Creating a child company with international credentials

  1. Create a child company with international credentials. For example, if your company name is My Company, create another company called My Company UK.
  2. On the My Company UK profile, choose the Country Code UK and choose GBP (Sterling) in the Currency field.

  3. Under Company Settings > Default Company (My Company) > Open Toolbox > Click Int’l Marketplace Preferences.
  4. Go to UK dropdown field > Choose your UK company > Check the Auto Convert Price and Translate Product boxes.
  5. Click Queue Shadow Creation/Updation and Save.
    1. This action automatically creates shadow SKUs of all products for the UK company. The products will be priced in GBP currency according to the daily conversion rate (one-time conversion) and described in British English. Because they are shadow SKUs, they share inventory with the parent U.S. company, so there is no risk of overselling.

Converting currency

There are four ways that you can update currency for a new child company with international credentials.

  • Currency conversions can be done on a product’s home page.
  • You can add manual conversion rates that will override the automated values you receive from the API. Go to Settings > Company > Toolbox > Currency Conversion (Manual) > Choose From Currency, To Currency, Rate > Click Go.
  • To bulk-convert currency to multiple selected SKUs, choose the Client Setting Enable convert currencies in bulk.  The Convert Currency action will be available on the Manage Inventory page.
  • To update the currency conversion rate for all products in the international company, queue the Shadow Creation/Updation as above.


Security Settings

You can set Sellercloud to restrict specific employees’ access:

  • Under Settings > Companies > Company Name > Toolbox > Security: The grid shows each user’s access to the Sellercloud tabs. Checking a box will give users access to the selected tab. This only allows access for the selected company.
    • You can accomplish the same security settings by going to a specific employee  (Employees > Employee Name > Toolbox > Security) to apply security settings across multiple companies
  • To restrict certain webpages within the tabs, go to Employees > Employee Name > Toolbox > Security > Webpage Access
  • To restrict an employee from specific functionality, go to Employees > Employee Name > Toolbox > Security > Roles and assign roles to the employee. While this will not prevent the employee from accessing, it will prevent any action performed outside of the assigned roles.
Employees can only be restricted from parts of the system if they are not a Client Admin in the Roles tab.

Hiding costs from employees

You can hide all costs related to purchasing products from your employees without Admin Access: Go to Settings > Client Settings > Hide Costs From Employees.


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