Companies Management

Group users under a shared company profile — and manage rules, pricing, and PO payments at scale.

DigiFabster’s Companies Management feature allows you to organize multiple customers under a single company profile, making it easy to manage B2B relationships, apply shared rules, and streamline order management across teams.

Whether you’re quoting for a large OEM, a contract manufacturer, or a long-term partner with multiple engineers or buyers, this tool ensures consistency, accuracy, and flexibility — while giving you control over how each company is billed.

---

🔧 What It Does

With Companies Management, you can:

• Create companies from scratch
  – Add users manually to a new company profile
• Use AI-suggested companies
  – DigiFabster can detect related users (by domain, behavior, or data) and suggest company creation with one click
• Once a company is created, you can:
  • Set shared rules for all users within that company:
    • Tax exemptions
    • Special pricing
    • Custom discounts
    • Personalized payment terms
  • View total order history, uploaded models, and activity for all users within the company
  • Add internal notes and manage billing/shipping addresses
  • Assign PO payment permissions — enable purchase order payments only for approved companies while keeping it disabled for all others

This creates a powerful B2B environment for your machine shop, fabrication business, or 3D printing shop, where enterprise clients expect streamlined quoting and payment options tailored to their purchasing workflows.

---

🏭 Problems This Solves

Problem: Repeating settings across multiple users from the same company
✅ Solution: Group them once, apply shared rules, and manage as one account.

Problem: No way to control PO payments
✅ Solution: Grant purchase order payment access to select companies only — perfect for high-trust partners or long-term clients.

Problem: Customer management becomes messy with scale
✅ Solution: Use AI-suggested companies to organize your CRM faster and avoid duplication or misalignment.

---

🚀 How It Works

1. It works out of the box
   – Go to the Companies tab in your dashboard
2. Create or accept a suggested company
   – Build from scratch or use a one-click AI recommendation
3. Assign users and set rules
   – Apply pricing, discounts, tax settings, PO permissions, and more
4. Track activity and manage at scale
   – View all uploads, quotes, orders, and internal notes for that company — in one place

---

💡 Pro Tip

Use PO payment control to support large B2B clients who rely on invoicing and NET terms — while keeping smaller one-time buyers on card-only checkout. It’s a smart way to protect your cash flow and keep enterprise clients happy.

---

.