KB Article #6823
Through Enterprise Account Management (EAM), parent companies are able to manage a number of functions for child company accounts within their group. Use the links below to learn more about specific functionality:
- Sent Orders
- Saved Carts
- Saved Re-Orders
- Part Search
- Dealer List
- Add Dealers
- Company Information
- User Management
- Group Management
Sent Orders Tab
This tab shows all sent orders for all locations, sorted by Date Modified by default. Use the Shop Name drop-down menu to narrow your view to show only sent orders for a specific location you manage.
Orders submitted by the parent company on the child company's behalf will show both company names in the Submitted By column, beginning with the parent company.
Saved Carts Tab
This tab shows all saved carts across all locations. Use the Shop Name drop-down menu to narrow your view to show only saved carts for a specific location you manage.
Saved Re-Orders Tab
This tab shows all saved re-orders across all locations. Use the Shop Name drop-down menu to narrow your view to show only saved re-orders for a specific location you manage.
A parent company can use parts search to start a new order for a child company. To begin, choose the desired child company from the Place Order As drop-down. The remainder of the process can be followed as normal.
The Dealer List defaults to showing all dealers associated with all locations. Use the Select Location drop-down menu to view only dealers added for a specific location.
To add a dealer to a specific location (e.g. due to distance to the shop), choose the appropriate location from the Select Location drop-down menu. The remainder of the process can be followed as normal.
Company Information Tab
This tab defaults to show the parent company's information. However, if a child company needs its information updated, choose the appropriate location from the Select Location drop-down menu.
User Management Tab
This tab defaults to show all users from across locations. To view the User List for a specific location or to add a user to a specific location, choose appropriately from the Select Location drop-down menu. The remainder of the add user process can be followed as normal.
Group Management Tab
This tab can be used to view and manage the child companies the parent company has administrative access for. Options include: (Click the links for more information.)
- Assigning users to specific locations.
- Setting up additional child companies.
- Deleting an entire group.
- Disabling an active child company.
- Click Delete Group.
- This will send an email to impacted child companies to let them know the group no longer exists.
- Find the child company in the Your Locations list. Note: Use the search bar if you know the location's name.
- Click Disable to the right of the desired child company.
- A confirmation message will appear. Click Ok to continue.
- The Status of the child company will now appear as Disabled.