How to Use Guide: Understanding a Company Structure

How Tos


Commerce Cascade

With Commerce Cascade, you can assign where a new user should be assigned in the Company Structure while placing an order. You will first need to set up the Company Structure to be included in the checkout process. Only the Administrator and Primary Contact roles can set up the Commerce Cascade.

Setting up a Commerce Cascade
  1. Click on the "Settings" dropdown.
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  2. Go to the "Company Structure" page.
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  3. Click the "Setup" button.
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  4. Select the "Yes" button to enable setup of the Commerce Cascade.
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  5. Provide names for each of the levels in the Company Structure.

    Note: The level name should describe the corresponding Company Structure folder level. For example, enter "Area" in the Level 3 box if all the folders at Level 3 are names of areas (e.g., Northeast, South, Midwest, and West).
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  6. From the dropdown, select the minimum number of required levels an employee is required to complete.
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  7. Click the "Update" button to save your selections. You have now successfully set up the Company Structure Commerce Cascade.
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Company Structure reporting

  1. Hover your mouse over the "Reports" tab.
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  2. Go to the "Structures" page.
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  3. Select "Company Structure" in the "Structure Type" dropdown.
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  4. Make the desired filter selections.
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  5. Click the "Submit" button.
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