Add, Edit, or Delete a Company

1        Click the Create Company button on the Manage Companies page.

2        Complete the required fields.

It is best to complete as many fields as possible.

For more information on Company Branded URLs, see Multiple URL Configuration.

3        Click Save and Configure to move onto the Edit Company page.

4        Click Save and Exit to stay on the Manage Companies page.

To edit a new company

1        Go to Administration > Companies.

2        Click the Create Companies button.

3        Complete the required fields.

It is best to complete as many fields as possible.

4        Click Save and Configure to move onto the Edit Company page.

To edit an existing company

1    Go to Administrator > Companies.

2    Click the appropriate company from the Company Name column to open the Edit Company page.

Edit Company page

The Edit Company page is where you configure new companies or edit an existing company. It is divided into seven sections.

Edit Company page sections

Select the appropriate drop-down list to learn more about each section.

• Company Information

  The Company Header is where you edit your company information. It is divided into four sections (Company Logo, Company URL, Contact Information, and Location).

  

  To edit your Company Logo:

  

  Click in the Company Logo section to open the Edit Logo window.

  

  To change your logo:

  Click Upload Logo.

  Select the appropriate file.

  Click Open.

  To delete your logo, click .

  To enable your logo, select the Display on Storefront toggle.

  If you have multiple companies connected to a single storefront, then you can change the StoreFront logo for different user groups.

  To add a hyperlink to your logo, enter a URL into the Deep Link field.

  Adding a Deep Link is optional. If the field is left blank, then clicking logo will re-direct to the home page.

  Click Done when you are finished editing your logo.

  To edit your Company URL:

  

  Name: Edit the name of your company.

  Company Branded URL: Enter a name for your URL in the Company Branded URL field. Then choose a domain from the No Domain drop-down list.

  Click Check Availability to see if the URL is available.
  
  Click Add Domain to open the Multiple URL Configuration page where you can add another DNS Zone. For more information on multiple domain support, see Multiple URL Configuration.

  If you choose a domain that is set to be used exclusively, then you can leave the branded URL blank and save the entry.
  
  Relational URL branding: Unless you use relational branding (or company-branded URLs), visitors to your site will land on the default storefront (set up in Storefront Customization). Using relational or company-branded URLs you can specify the branding site visitors see when they first login to a web page (i.e., the login page) or visit your site (i.e., with anonymous shopping). Site branding (or storefront customization) in MarketDirect StoreFront is associated with the company a user is a member of, but a company is not invoked until a user logs in (because a user's login profile is associated with a company). So if you want to apply your custom branding to your site's pre-login homepage, you will need to enter a name for URL branding to create a login path with a pointer to the company whose branding you want users to see. So if you want web visitors to your site to see a custom-branded company site (i.e., with your logo and banner) even before they login, use this URL branding. Otherwise, they will see the default branding for the site rather than branding tailored to a specific company.

  IMPORTANT: You must associate the relational branded company with the customized (branded) storefront on the StoreFront Management page or it will not work properly.
  
  
  You can access the StoreFront Management page by clicking for the Assign Storefront field in the Additional Settings section.
  
  

  Syntax Format for Standalone (customer-hosted) sites: Customer-hosted sites will create their own branding (following the instructions in Storefront Customization). For example: http://www.[name_of_your_company.com]/dsf/companies/[company_branded_URL]/storefront.aspx where www.[name_of_your_company.com] stands for your site’s URL and
  [company_branded_URL] stands for the name of the company (exactly as you configured it on the Administration > Companies page).

  You can now send users a shortcut via email with your site URL appended with the name of a company that you have custom branded (exactly as it is named in your system). The user will then see your branding on the site home page when first accessing your web site.

  Syntax Format for cloud (Graphic Communications hosted) sites: Hosted sites will create their own branding (following the instructions in Storefront Customization). To make it available, you must append a branding pointer to the site URL that the hosting center provides.

  Example - if you have not enabled short URLs for company-branded sites on the Multiple URL Configuration page will take this form: http://[your_name].myprintdesk.net/dsf/[asp_number]/companies/[company_branded_URL]/storefront.aspx where [your_name] is the name you provided to the hosting center and
  [asp_number] is the number you received from the hosting center (e.g., “asp10”) and
  [company_branded_URL] stands for the name of the company (exactly as you configured it on the Administration > Companies page) storefront.aspx is the homepage for your pre-login site.

   Example - if you have enabled short URLs for company-branded sites on the Multiple URL Configuration page, the URL will take this form:
  http://[your_company_name].myprintdesk.net/dsf/storefront.aspx where [your_company_name] is the name of your company.

  You can now send users a shortcut via email with your site URL appended with the name of a company that you have custom branded (exactly as it is named in your system). The user will then see your branding on the site home page when first accessing your web site.

  IMPORTANT: To ensure that visitors to company-branded sites can see only those product categories intended for members of the company the group is branded for, complete the steps in Creating and Editing Product Categories (i.e., on setting security for categories).

  Click to open the company StoreFront.

  To edit your Contact Information:

  

  Click in the Contact Information section to open the Contact Information window.

  Enter the appropriate information and click Update.

  You must complete fields with the red asterisks.
  
  

  To edit your Location:

  

  Click in the Location section to open the Contact Information window.

  Enter the appropriate information and click Update.

  You must complete fields with the red asterisks.
  
  

• Delivery Methods

  The Delivery Methods section is where you assign and edit the delivery methods for your company. Delivery Methods are enabled and configured using drop-down lists and links to other pages in MarketDirect StoreFront.

  

  Assign/Edit Delivery Methods

  1   Click to open the Assign/Edit Delivery Methods window.

  

  2   To assign a delivery method:

  • Select the Un-Assigned radio button.

  • Click the check-box next to the name of the appropriate Delivery Method.

  • Click Assign.

  3   To filter and sort the un-assigned list:

  • To filter the Name or ShipVia Codes columns, input an alphanumeric search into the necessary field and press Enter.

  • Click in the necessary field or Clear All Filters to clear the filter results.

  • To filter the Carrier or MIS fields, choose the appropriate selection from the drop-down list.

  • Click in the necessary field or Clear All Filters to clear the filter results.

  • To sort each field, click to arrange the list in ascending order or click to arrange the list in descending order.

  • Click Reset to clear all filters and sort options.

  4   To edit the assign list:

  • Choose an Entry Point from the drop-down list.

  • Click and drag to re-arrange the order of the Delivery Method in the list.

  • Click to make the Delivery Method the default selection.

  You can edit an existing delivery method on the Delivery Methods page by clicking in the row for the appropriate Delivery Method. To access the Delivery Methods page, go to Administration > Platform Settings > Delivery Methods.

  5   To remove a delivery method from the assign list:

  • Select the Assigned radio button.

  • Click the check-box next to the name of the appropriate Delivery Method.

  • Click Assign.

  6   Click the Add Delivery Method button to open the Add Delivery Method page.

  For more information on adding a delivery method, see To add a delivery method.

  Default Shipping Method

  The Default Shipping Method drop-down lists are populated with your Assigned delivery methods.

  1   Choose a default shipping method for your company from the For this Company drop-down list.

  2   Choose a default shipping method for digital downloads from the For Digital Download drop-down list.

  The For Digital Download default shipping method is optional and can be left blank.

  Negotiated Rate Setup

  The Negotiated Rate Setup list is where you update or edit the account information for a shipping carrier enabled for negotiated rates.

  1   Click the appropriate shipping carrier to open the Shipping Carrier window.

  2   Complete the necessary fields and click Save.

  For more information on negotiated rates, see ExpressRater Negotiated Rates.

  Quick Links

  1   Click to open the list of quick links for different shipping configuration tasks.

  

  • Configure shipping cost calculation methods links to the Shipping Cost Configuration tab on the Site Settings page.

  • Configure shipping provider settings for delivery methods links to the Delivery Methods page.

  • Configure entry points for all delivery methods assigned to printshops links to the Print Shops page.

  • Configure entry points for all delivery methods assigned to departments links to the Departments page.

  • Configure shipment box dimensions for all products links to the Manage Products page.

  Fore more information on each of these pages, see the appropriate topic:
  
  Site Settings - Shipping Cost Configuration Tab
  
  Delivery Methods
  
  Add or Edit Print Shop
  
  Managing Departments
  
  Product Management Contents

• Payment Methods

  The Payment Methods section is where you enable and configure the acceptable payment methods for your company. Payment Methods are enabled and configured using toggle switches, drop-down lists, and links to other pages in MarketDirect StoreFront.

  

  Payment Method Options

  • Accounting Codes

  • No Payment Due

  • Credit Card

  • Other Account

  Other Accounts are used for buyers who wish to control their own payment IDs (i.e., provide whatever data they want to provide).

  • Validate Other Account

  Validate Other Accounts will only be available if you enable Other Account as a supported payment method.
  
  Select this option if you want to require buyers to enter data (e.g., account codes) in the Other Account payment method field (i.e., they cannot leave the field blank and proceed to checkout).
  
  If you do not select this option, buyers will be able to place an order without entering anything in the Other Account field. (The option  "validates" only that the buyer has entered some data in the Other Account field.)  

  • Enable Zero Payment

  • Cost Center

  • Purchase Order

  • PayPal

  Enable and Configure the Payment Method

  1   Select the appropriate Payment Method toggle switch to enable the Payment Method option.  

  2   Click for the appropriate Payment Method to link you to another page where the Payment Method  can be configured.

  You can also select Click here to View/Manage to link you

  • Accounting Codes links to the Accounting Codes page.

  • Credit Card links to the Merchant Accounts page.

  • Cost Center links to the Cost Centers page.

  • PayPal links to the Merchant Accounts page.

  Fore more information on each of these pages, see the appropriate topic:
  
  Accounting Codes
  
  Merchant Accounts
  
  Cost Centers

  3   Click to make the selected Payment Method the default payment for your company.

  4   Choose other accepted currencies from the Supported Alternate Currency drop-down list.

  You can select as many alternate currencies as you want.

  Configure PO Format

  If the company accepts the Purchase Order payment method, you can define a required PO number format using the PO Number Format field. At checkout, MarketDirect StoreFront enforces this format and blocks order submission if the buyer's PO number does not match.

  1    Enter the required purchase order format into the PO Number Format field.

  • Formatting placeholders:

  • Fixed Text: Individual digits or case-sensitive letters that must be entered exactly as they appear in the purchase order format. For example, in PO-{YYYY-MM-DD}-{5digits}-{3letters}, the buyer must enter PO at the beginning of all PO numbers.

  • Dates: The day, the month, or the year written as {DD}, {MM}, {YYYY}, or combined as {YYYY-MM-DD}. For example, in PO-{YYYY-MM-DD}-{5digits}-{3letters}, the buyer must enter a full date including the year, month, and day.

  • Digit String: A run of digits written as {#digit(s)}, where # is the number of required digits. For example, in PO-{YYYY-MM-DD}-{5digits}-{3letters}, the buyer must enter five digits after the date.    

  If there is only one digit in the string, it must be written as {1digit}.

  • Letter String: A run of letters written as {#letter(s)}, where # is the number of required letters. For example, in PO-{YYYY-MM-DD}-{5digits}-{3letters}, the buyer must enter three letters at the end of the PO number.

  If there is only one letter in the string, it must be written as {1letter}.

  • Separators: Space, dash, or backslash. For example, PO-{YYYY-MM-DD}-{5digits}-{3letters}.

  Two of the same placeholders must have a Separator or Fixed Text between them. For example, {3digits}--{2digits}PO{1digit}.

  An example PO will be auto-generated by MarketDirect StoreFront for correctly formatted purchase order numbers. If you entered PO-{YYYY-MM-DD}-{5digits}-{3letters} into the PO Number Format field, then an example would be PO-2026-01-01-12345-ABC.
  
  

  2    Enter a PO number in the Test a PO Number field to verify the formatting.

  • If the test PO number meets the formatting standards, then a green check mark will appear.

  

  • If the test PO number does not meet the formatting standards, then a red X will appear.

  

• Shopping Cart

  The Shopping Cart section is where you configure the buyer experience for your company storefront shopping cart. Settings are enabled and configured using toggle switches and drop-down lists.

  

  Shopping Cart Settings

  • Handling Charges

  • Choose the appropriate option from the drop-down list.

  • Use Print Shop Setting: uses the handling charge specified at the Print Shop level.

  • Percentage: adds a handling fee as a percentage of the line item amount (i.e., for items that are either shipped or held for pickup). Specify the percentage in the text box.

  • Amount: adds a specified handling fee to each line item (i.e., that is either shipped or held for pickup). Specify the amount in the text box.

  • Display Handling Charges

  • Choose the appropriate option from the drop-down list:

  • Use Print Shop Setting: uses handling charge settings specified at the Print Shop level.

  • Display Handling Charges: handling charges are listed as a separate line item in the shopping cart.

  • Do not display Handling Charges: handling charges a listed as a line item in the shopping cart.

  • Checkout Method

  • Choose the checkout workflow the company will use when a buyer places an order:

  • Standard

  • Rapid Checkout

  • Very Rapid Checkout

  • Workflow chart:

  Standard Checkout Workflow	Rapid Checkout Workflow	Very Rapid Checkout Workflow
  1. Click Proceed to Checkout.	1. Click Proceed to Checkout.	1. Click Proceed to Checkout.
  2. Specify shipping options on the Shipping page.	2. Specify shipping options on the Shipping page.	2. Specify shipping options and payment options in the Rapid Checkout pop-up window.
  3. Click Proceed to Payment.	3. Click Proceed to Payment.
  4. Specify payment options on the Payment page.	4. Specify payment options in the Rapid Checkout pop-up window.
  5. Click Place My Order.	5. Click Place My Order.	3. Click Place My Order.
  	Buyers skip the Payment page in the checkout process.	Buyers skip the Shipping and Payment pages in the checkout process.
  All Payment Types are supported.	Payment Types Supported: -Pay at Store -Cost Center -Accounting Codes -PO Number	Payment Types Supported: -Pay at Store -Cost Center -Accounting Codes -PO Number

  1. Rapid and very rapid checkout support only the following four payment methods:
  -Pay At Store
  -Cost Center
  -Accounting Codes
  -PO Number
  If the company has any other supported payment methods, rapid checkout will not work and the system will default to the standard checkout workflow.
  
  2. If Pay At Store is the only payment method defined for the company, the Proceed to Checkout button will take the buyer directly to the Order Confirmation page (bypassing the Rapid Checkout pop-up window).
  
  3. If Pay At Store is the only payment method and only one delivery method is defined for the company (i.e., and thus does not require buyer input to select a carrier), the Proceed to Checkout button will take the buyer directly to the Order Confirmation page (bypassing step 2 in the Very Rapid checkout workflow described immediately above).

  If you configure either Rapid or Very Rapid checkout, it is recommended that you let your buyers know what to expect during the checkout process.

  In Very Rapid checkout, the order will be shipped to the address in the buyer's profile. Please ensure that buyers have their addresses updated in their profile because for delivery methods that require an address (i.e., those that are not Customer Pick-Up), very rapid checkout has the order shipped to the buyer's default profile address.  

  • Do not show Print Shop to buyer

  • Turn the toggle switch on to hide references to the Print Shop from buyers on the following pages:

  • Storefront

  • Shopping Cart

  • Order Checkout

  • Order Summary

  • My Account-Profile

  • My Account-Selected Print Shop

  The Print Shop will also not be shown on the Storefront menu bar, and the Print Shop selection field will not be shown on the user registration page.

  • Display Turnaround Time

  • Choose the appropriate option from the drop-down list:

  • Use Print Shop Setting: uses Turnaround Time settings specified at the Print Shop level.

  • Display Turnaround Time: the Turnaround Time for each item in the order is displayed to buyers in the shopping cart at the line item level.

  • Do not display Turnaround Time: the Turnaround Time is not shown to the buyers in the shopping cart.

  The Turnaround Time for products is set in the Turnaround Time field on the Settings tab of the Manage Products page.

  • Calendar Date

  • Use Print Shop Setting: uses Calendar Date settings specified at the Print Shop level.

  • Preselect earliest date in the calendar: MarketDirect StoreFront automatically sets the due date and time as the earliest regular (i.e., non-rush) time available based on the turnaround time you specified in the Turnaround Time field on the Settings tab of the Manage Products page.

  The Preselect earliest date in the calendar option prevents the buyer from having to select a due date on the calendar before proceeding with checkout.

  • Force user selection of date in calendar: the buyer must select a due date on the calendar before proceeding with checkout. This option lets buyers see the turnaround time for each product (e.g., in a multi-product order) and then choose whether to accept the default date calculated (based on the turnaround time you specified in the Turnaround Time field on the Settings tab of the Manage Products page) or to specify an earlier date on the calendar and see the applicable rush hour charges for expediting the order.  

  • Do not display due date to buyer: the due date and time are not shown to buyers in the shopping cart.

  • Always Show Promo Code

  • Turn the toggle switch on to always show the Promo Code field in the shopping cart even when promo codes are not in effect.

  • Turn the toggle switch off to only show the Promo Code field in the shopping cart when promo codes are in effect.

  • Pick Fee Method

  The Pick Fee Method setting will only be available if you have a MarketDirect Fulfillment license. For more information on pick fees, see Inventory Fee.

  • Choose the Pick Fee Method from the drop-down list.

  • None: Select this option to disable pick fees.

  • Buyer Checkout: Select this option to enable pick fees, which will be visible to the buyer in the Shopping Cart. The pick fee will be listed as a Fulfillment Fee in the Cart Total section.

  

  • MIS Billing: Select this option to enable pick fees, which will be billed directly to an integrated MIS.

  • Start Date: Choose the start date of the month for the pick fee billing cycle.

  • Bill Date: Choose the end date of the month for the pick fee billing cycle.

  MIS Billing pick fees will be accumulated over a set billing cycle starting on the Start Date and ending on the Bill Date. A job invoice of the cumulative pick fees will be sent to the MIS on the Bill Date.
  
  

  • For Reorder Use latest/current ticket template

  • Turn the toggle switch on if you want the system to use the latest version of the ticket template for the product, which may have been updated with additional options or otherwise modified. If this option is selected, and the buyer chooses to reorder a product or saved job with a changed ticket template, the system will check the product type to see if it supports automated ticket upgrades.

  • If the product type supports automated upgrades and the product's ticket information is different from when this order was placed, then a new job is created as if the buyer clicked Begin. If the product allows for buyer configuration, then the older ticket options are migrated into the new job if they are still able to be honored.

  • If the product does not support automated ticket upgrades or the ticket template information remains the same, then the system will simply copy the job and put it into the cart.

  If the product does not support automated ticket upgrades or the ticket template information remains the same and the ticket template has changed, then buyers will be alerted that changes have been made to the ticket template with a link to a Print options have changed alert in the shopping cart. If buyers are allowed to configure the product, they can click the link and on the resulting ticket page view a side-by-side comparison of the original versus the new ticketing options. They may also select new print options available in the new ticket template. 

  For Reorder Use latest/current ticket template applies to products of the following types:
  -Ad hoc
  -Static
  -VDP (VDP and FusionPro)
  
  For information on specifying how reorders for Static Document Products are handled when the content (i.e., a file or files in the product) has changed since the buyer last ordered the product, see Reorder File Behavior.

  • Estimated Pricing Policy

  • Turn the toggle switch on to configure an estimated pricing policy.

  In some cases, MarketDirect StoreFront is not able to calculate the actual tax and shipping charges for an order, so the order prices in the shopping cart are estimated rather than actual. Configuring an estimated pricing policy will help you manage how this "subject to change" information is communicated to buyers in the shopping cart to prevent unexpected discrepancies between the estimated price quoted in the shopping cart and the actual price charged to the buyer's account when enough data is available to render actual amounts.

  You can also set an estimated pricing policy at the Site level so that it will be applied to all orders placed on your site (for more information, see Configuring Pricing Settings) or at the Print Shop level (for more information, see Estimated Pricing Policy-Print Shop Level).

  • Estimated pricing can be configured for the following types of charges:

  • Shipping: shipping charge for delivery the order.

  • Handling: handling charge you assess for the order (picking, packing, packing materials).

  • Tax: tax assessed on the order.

  • Subtotal: price of the order before shipping, handling, and tax charges are added.

  The Shipping and Handling estimated prices are combined and reflected in the Shipping line item in the Shopping Cart.

  • Choose a Buffer Type from the drop-down list for the appropriate charge:

  • None: the calculated amount for the element is considered an estimate and communicated to the buyers via a message.

  • Amount: the estimated price of the element is increased by a fixed amount.

  • Percentage: the estimated price of the element is increased by a percentage.

  • Enter a numerical value for Amount buffer or the Percentage buffer into the Amount field.

  For example, a 5.00 Amount buffer type will add a fixed amount of $5.00 (or 5 units in the selected currency) to the estimated order total in the shopping cart.
  
  A 5 Percentage buffer type will add a percentage amount of 5% to the estimated order total in the shopping cart.

  For sites integrated with an MIS: If you want to use the estimated pricing feature, make sure that your MIS supports receiving buffer values. If it does not, do not use estimated pricing because doing so could result in errors during the order process.
  
  If you do not want to communicate that prices for any of the order elements (shipping, handling, tax, subtotal) are estimated rather than actual, you do not need to do anything. By default, MarketDirect StoreFront does not communicate to buyers that amounts are estimated rather than actual. If you want to override this default and communicate that prices in the shopping cart are estimated rather than actual following the steps below.
  
  Note that the estimated values are labeled "Estimated" and prefixed with an asterisk that directs buyers to a message stating that the final charges will be calculated when the order is completed: "Your order contains estimated amounts; final charges will be calculated upon completion of your order. If paying by Credit Card, the initial authorization may not reflect the final total. You will only be charged for the final amount." The buffer applied to the subtotal will have the label "Subtotal Adjustment." Please note that the message and labels are customizable using MarketDirect StoreFront's Language Management string customization tools (for more information see the topic Language Management - Customize Strings - Company Level).
  
  
  
  Note that the estimated pricing policy settings place at the time an order is placed will be retained even if the estimated pricing policy settings are changed after the order is placed (i.e., the buffered amounts will be retained for a specific order as they were calculated at order placement).

  • Reset All to Use Print Shop Setting

  • Click to reset all Shopping Cart Settings to the Print Shop settings configured on the Print Shop page.

• Users

  The Users section is where you enable and configure user settings for your company. Settings are enabled and configured using toggle switches, drop-down lists, and links to other pages in MarketDirect StoreFront.

  

  • Default User Group

  • Choose the appropriate user group from the drop-down to assign a user group to the company. When a user self-registers to the company, they will belong to the default group.

  You can assign users to a different group on the Groups page. For more information on user groups, see Managing Groups.

  • CSR

  • Choose a customer service representative, or CSR, from the drop-down list to assign a CSR that is authorized to place orders for this company.  

  For more information on CSR management, see Managing CSRs.

  • Include all Users in the Address Book

  • Turn the toggle switch on to include all users assigned to this company in the address book.

  • Click to open the Address Book.

  • Select an entry to edit and make changes to an existing address.

  • To add a new address:

  • Click Add New.

  • Enter the necessary information for the address.

  Required fields are marked with an asterisks and shaded in yellow.

  

  • Click Save and repeat the process to add new entries to the company Address Book.

  • Click Back to return to the Edit Company page.

  • Departments

  • Click to open a list of Departments for the company.

  For more information on editing existing Departments or adding a new Department to the company, see Add or Edit a Department.

  • Password Policy

  • Choose a Password Policy users must follow when creating a password from the drop-down list.

  • Click to add a new Password Policy to your company.

  For more information on adding a new password policy to your company, see Managing Password Policies.

  • Company Approvers: An approver is a representative of the company who is designated to approve the purchase of orders submitted by users associated with this company.

  For more information on approvals, see Approvals.

  • Disable Approvals

  • Turn the toggle switch on to disable approvals for the company.

  • Click to open the Company Approvers page where you can assign approvers to the company.  

  • Click Add Approver then select an approver from the list and click Add.

  Click Edit to change an approver's status, click Reassign to assign to a different approver, or click Delete to delete the approver.
  
  You can also add an Automatic Approval Limit by clicking Edit and entering a currency amount in the text box. The Automatic Approval Limit allows all orders below the currency amount to be automatically approved.  

  • Enable Job Level Approvals

  Job level approvals let approvers approve or decline each job within an order rather than only approving or declining the entire order. With job level approvals, approvers can also make changes to a job. For example, the approver might opt to change the quantity, binding type, Media choice, or other attributes of a job to adjust the price before approving.

  • Turn the toggle switch on to enable job level approvals for the company.

  • Federated SSO Configuration Settings

  The Federated SSO Configuration Settings section will be shown on the Manage Company page only if (1) you have activated the licensed option Authentication Pkg: LDAP and Login Bypass and (2) you opted to let the federated SSO (Single Sign-On) settings be configured on a per-company basis. Federated SSO can also be set up for the entire site (site-level SSO) on the Federated SSO Configuration Settings page. For more information on Federated SSO user authentication, see Directory Services Authentication-LDAP-Hosted. For more information on User Authentication in MarketDirect StoreFront, see User Authentication.

  • Click to open the Federated SSO Configuration Settings page where you can set up single sign-on for the company.

  • Set user registration data: Select the User Profile Fields to display when a new user registers for this company. If there are no fields selected from the Set user registration data drop-down list, then new user registration fields will default to the site level settings determined on the Site Settings > User Profile Fields tab.

  

  All site level settings in the Site Settings > User Profile Fields tab will be available in the drop-down list. Marking a field as required can only be done at the site level on the User Profile Fields tab. For more information, see Site Settings - User Profile Fields Settings

  • Initial group access

  • Choose the user group that will get manage access to the new company.

  

  The Initial group access setting will only be available if you select Save and Configure after creating a new company.

  To set up Federated SSO for the company

  1    Click to open the Federated SSO Configuration Settings page.

  2    Choose the authentication method by which users access this company:

  • This company's users authenticate with the company's own federated SSO system: Select this option if you want users associated with this company to login via the company's own federated SSO authentication system.

  • This company's users authenticate within this MDSF site, with the MDSF user name and password: Select this option if you want users associated with this company to login via the standard authentication method of entering a valid username and password combination.

  3    In the Federation Server Connection section, configure the connection:

  This section will be shown only if you select the option This company's users authenticate with the company's own federated SSO system in the previous step.
  
  The settings in this section are site-level settings that govern how MarketDirect StoreFront connects with the federation system. Once the URL is entered, the fields will be automatically populated.

  • Federation Server's Metadata

  • Click Browse... and, on the File Upload dialog, navigate to and select the federation metadata XML file.

  The metadata XML URL depends on the ADSF server setup. In most cases, if the ADSF server is "myadfs.mycompany.com", the metadata URL will be found at "https://myadfs.mycompany.com/FederationMetadata/2007-06/FederationMetadata.xml". This URL can be found in the ADSF server's ADSF 2.0 Manager in "AD FS 2.0 / Service / Endpoint" in the Metadata section.

  • Click Open.

  • Click Upload.

  • Issuer Name ID: This is the ADFS server's unique identifier URL. It can be found in ADSF 2.0 Manager in "AD FS 2.0 / Service / Properties / General / Fderation Service Identifier".

  • Issuer Passive Redirect URL: The is the URL to which MarketDirect StoreFront will direct the web browser to request login. It can be found in ADSF 2.0 Manager in "AD FS 2.0 / Service / Endpoints / Token Issuance / SAML 2.0/WS-Federation".

  • Valid Issuers: This is the list of issuer name IDs from which MarketDirect StoreFront will accept XML login tickets. This should typically contain a copy of Issuer Name ID.

  • Token Signing Cert. Thumbprints: This is a hash/thumbprint of the ADFS server's token signing certificate. In can be found in ADSF 2.0 Manager in " AD FS 2.0 / Service / Certificates / Token-signing / View Certificate / Details / Thumbprint".

  • Token Encryption Symmetric Keys: This is used only when XML login ticket encryption is manually set up. By default, MarketDirect StoreFront does not request the token encryption and this field should be left blank.

  • Other Connection Settings

  • Notify the federation server about the Logoff actions: Select this option to notify the federation server when a user logs out.

  • Force SSO for any user entering this site on behalf of the company: Select this option if you want to mandate that all users who login to this company enter via SSO user authentication.

• Price Sheets

  Pricesheets is where you select the price sheet and configure the price settings for your company. Settings are enabled and configured using toggle switches and drop-down lists.

  

  • Base Price Sheet

  • Choose the base price sheet from the drop-down list to specify the default price sheet for users associated with the company.

  You can use only one price sheet per company.
  
  If you do not set pricing at the company level, pricing will default to the pricing set at the Print Shop level. If no pricing is set at the company or Print Shop level, pricing will default to the default site-level pricing.
  
  For more information on pricing and price sheets, see Pricing and Define Special Pricing.

  • Print Shop Pricing: If you want to use Print Shop pricing, choose Use Print Shop Setting from the Base Price Sheet drop-down list.

  Print Shop pricing is configured on the Print Shop page.

  • Special Company Pricing: If you want to use special company pricing, which can be customized for your company, then choose the appropriate price sheet from the Base price Sheet drop-down list.

  • Exemptions to the Base Pricesheet

  • Click to open a copy of the selected base price sheet in the company's Pricing page where you can customize the price sheet for the company.

  Each individual customization is counted as an exemption. The number of exemptions of each price sheet are listed in the Exemptions to the Base Pricesheet field.
  
  

  To set special pricing for the company

  1    From the Base Price Sheet drop-down list, select the published price sheet to use.

  2    To add an exception (for instance if you want to give members of the company a special price on Green paper), click in the Exemptions to the Base Pricesheet field to open a copy (for this company only) of the base price sheet in the company's Pricing page.

  3    From the View By drop-down list, on the pricing page, select the component category filter (Print Services, Media, Impressions, Products, Shipping) whose price you want to review.
  
  

  4    Scroll down to view the price sheet.

  5    To edit the price of a component, click Edit for it to open the price sheet editor.

  • The price sheet editor is arranged into 6 tabs:

  • Price Sheet Details

  • Print Services

  • Media

  • Impressions

  • Products

  • Shipping

  • Select the tab for the component whose price you want to edit.

  • Select the [component] Type to edit from the pull-down list.

  • Range Unit used in pricing the component. The range unit enables administrators to set price breakpoints at which pricing for the component will increase or decrease.

  • Billing Unit used in pricing the component. The billing unit is independent of the range unit (which is used for establishing price breakpoints) and specifies the unit of the component that is priced.  

  Only site administrators can edit the range and billing units. For more information on how to edit price sheets, see Overview of the Pricing Model.

  • Change the regular and setup pricing for the component as needed.

  6    When finished, click Save And Go Back.

  7    Click Done to return to the Manage Company page.

  Other settings

  • Markup or Markdown Prices

  • Turn the toggle switch on to add a percentage markup or markdown to different components of your company pricesheet.

  The Markup or Markdown Prices setting allows you to make temporary price changes to a price sheet without having to edit or create a new price sheet.

  • Enter a numeric value into the Percentage field for the Component price you want to change.

  • Select to Markup the component by the percentage entered into the Percentage field.

  • Select to Markdown the component by the percentage entered into the Percentage field.

  • Turn the toggle switch on for the Apply to Setup Price option to add the markup or markdown percentage to the setup fee associated with the altered components.

  

  • Unit Price Visibility

  • Choose whether you want to show or hide unit prices for buyers or inherit the setting from the site level.

  The Unit Price Visibility setting for the site level is configured in the Settings tab on the Price Sheet Management page.  

  • Storage Pricing

  • Choose the storage pricing for the company from the drop-down list.

  • Show Inventory To Buyer

  • Turn the toggle switch on to show inventory data to buyers registered to this company.

  • Show Pricing To Buyer

  • Turn the toggle switch on to show pricing information on the storefront (e.g., when browsing the catalog, in the shopping cart, etc.) to buyers registered to this company.

  If you leave this box unchecked, no pricing information will appear anywhere on the buyer UI/storefront for this company (regardless of login credentials; thus, even administrators will not be able to see pricing when they are viewing pages on the storefront). A typical use for hiding pricing is for in-plants where it is not necessary for buyers to see pricing information.

  • Show Pricing To Approvers

  • Turn the toggle switch on to show pricing to approvers registered to this company.

  You may want to disable this setting if approvals in your organization are based on the content of order and not price so that approvers who belong to the company will not see an Order Total on the Approvals page for orders that are placed by users in any company.

  • Show Shipping Methods with Price

  • Turn the toggle switch on to show the shipping methods with their estimated cost to the buyer in the shopping cart.

  This setting only works if the Show Pricing To Buyer and the Perform Shipping Calculations settings are enabled. The Show Pricing To Buyer setting is located in the Price Sheet(s) section of the Company page. The Perform Shipping Calculations setting is located in the Settings tab on the Price Sheet Management page.

  This setting is enabled by default for new and existing SmartStore 2.0 StoreFronts using the shopping cart 2.0.

  • Disable rush fee for this company

  • Turn the toggle switch on to disable rush fees for jobs processed through this company.

  This will completely disable the rush fee and rush functionality for the company, including the ability to select a Rush Date/Time from the calendar.

  • Allow Tax Exemption

  • Turn the toggle switch on to allow tax exemption for the company. You must upload a Tax Exemption Certificate for the field to be valid.

  • Click to open the Upload Tax Certificate window.

  

  • Enter a Certificate Number.

  • Click Select File and choose the Tax Exemption Certificate.

  Supported file formats are pdf, png, jpg, jpeg, and bmp.

  • The Customer Name, Exemption Jurisdiction, and Exemption Reason fields are optional.  

  • Click Upload.

  • Avalara entity use code

  • Choose the type of business associated with the company from the drop-down list. This will define the company's tax exemption or special tax status for accurate tax calculations by Avalara.

  

  The Avalara entity use code drop-down list will only appear if you are using the Avalara integrated tax service.  

• Additional Settings

  The Additional Settings section is where you configure the remaining settings of your company. Settings are enabled and configured using toggle switches, drop-down lists, and links to other pages in MarketDirect StoreFront.

  

  • File Expiration

  File Expiration specifies how long customer files will remain in the system before begin deleted.
  
  The accumulation of customer-uploaded files can deplete your system resources (hard drive space). Over time, these job files need to be deleted to free up disk space. The accumulation of files can deplete your system resources and impair performance. It is recommended that you set a reasonable time limit for storing files in your system and specify when they should be deleted automatically. If you need to archive your files, consider a backup option that will preserve your data but free up system resources.
  
  Changing this setting will affect the shopping cart and buyers’ saved jobs, and, if set too low, can cause the system to delete job files unexpectedly. File expiration should be long enough to provide customers with enough time to place orders with the uploaded file.
  
  Please note that any changes you make to the file expiration settings will take effect for new files and will not affect existing files.

  • Use Company Level Settings

  • Turn the toggle switch on to specify file expiration settings for this company that are different from the file expiration settings you have specified at the site-level.

  For information on how to configure file expiration settings at the site-level, see File Expiration.

  • Choose an increment of time (Never, Days, Years) from the appropriate File Type drop-down list.

  • Enter a numeric value in the Delete Files After for the appropriate File Type.
    

  File Types include:
  
  -Files are the files buyers upload when creating products such as ad hoc and VDP. These files include images, text documents, CSV data list files, images saved to galleries, etc. and both the original files converted PDF files.
  
  -Saved Files are the files buyers have saved for later use.
  
  -Credit Card Transactions are the files associated with credit card order transactions.

  • Unit System

  • Choose the unit system of measurement to use for the company from the drop-down list.

  For more information on unit systems, see Site Settings - Unit System Tab.

  • Print Messenger Redirect

  Print Messenger Redirect enables you to associate a particular product with the Print Messenger so that when buyers submit a job through Print Messenger they will be taken immediately into the associated product's workflow (the Visual Product Builder) in MarketDirect StoreFront without having to manually select the product to link to the submitted file.

  • Choose the default product to link with the Print Messenger from the drop-down list.

  The drop-down list will include ad hoc defined for the company that are published to the Featured Products category.

  For more information on Print Messenger Redirect, see PrintMessenger Redirect.
  
  You can also set Print Messenger Redirect at the site-level. Fore more information, see Site Settings - PrintMessenger Redirect Tab.

  • Pick Slip—(For MarketDirect Fulfillment users only):

  • Choose a Pick Slip from the drop-down list that will be used to generate a Picking / Packing Slip when a line item is released for the company.

  If you do not select a Pick Slip for the company, then the default PickSlip report will be generated.

  • Backorder Rule—(For MarketDirect Fulfillment users only):

  • Choose an option from the drop-down list to enable Backorder Allocation for Fulfillment line items with a status of Backorder.

  • None: The company does not support backorder allocation.

  • Backorder - Ship Partial: The company supports backorder allocations that can be partially fulfilled.

  This setting allows administrators to allocate inventory to specific products in an order without having to complete the entire order. For example, a buyer places an order for product A and product B with both products are on backorder. The administrator will be able to allocate inventory to product A without having to allocate inventory to product B.

  • Backorder - Entire Order: The company supports backorder allocations that will only be fulfilled when there is enough available inventory to complete the order.

  This setting requires administrators to allocate enough inventory to all backordered products within an order at the same time. For example, a buyer places an order for product A and product B with both products are on backorder. The administrator must allocate enough inventory to both product A and product B to fulfill the order.

  For more information on Backorder Allocation, see

  • User Defined Fields

  • Assign User Defined Fields to the company.  

  • Choose to assign the fields either to the Order or Line Item from the drop-down list.

  • Select the fields to assign to the company from the User Defined Fields window.

  • Click Assign.

  For more information on User Defined Fields, see User Defined Fields.

  • Assign Storefront

  • Click to open the StoreFront Management page where you can assign the storefront to a company.

  For more information on the StoreFront Management page, see Storefront Customization.

  • Storefront Customization

  • Click to open the SmartStore Builder page where you can customize the look and feel of your company storefront.

  For more information on using the SmartStore builder, see SmartStores - Building and Editing.

  Storefront Customization will only be available after the storefront is assigned to a company.

  • Email Notifications

  • Click to open the Email Notifications page where you can edit the company-level email notifications.

  For more information on customizing your email notifications, see Email Notifications.

  • Language Management

  • Click to open the Language Management page where you can override the default field labels and UI text on your company SmartStore storefront.

  Text strings used to describe features, Media, products, etc. cannot be overridden.

  For more information on customizing language strings for your company, see Language Management - Customize Strings - Company Level.

• Order Return Policy Settings

  The Order Return Policy Settings section is where you enable and configure the return policy for MarketDirect Fulfillment products. Settings are enabled and configured using a toggle switch and field.

  

  • Enable Return Policy: Select the toggle switch to enable a return policy for the company.

  Buyer returns are only supported on SmartStore 2.0 storefronts.

  • Return Days: Enter the number of days from the purchase date that an order is eligible for return.

  The default number of return days is 90. If you leave the field blank, then it will be configured with the default number of days.

To delete using the Quick Access menu

1   Go to Administration > Companies.

2   Hover on for the appropriate company.  

The default company cannot be Deleted.

3   Select Delete.

4   Click OK in the Delete window.

To Delete using the item selection box  

1   Go to Administration > Companies.

2   Click the column header box to select all companies in the table.

3   Click the box on an individual row to select a specific company in the table.

4   Click the Delete button in the header.

Click the Cancel button or each item selection box to cancel the deletion process.

5   Click OK in the Delete window.

Deleting a company will remove information associated with that company, and it cannot be recovered once Deleted.