Create company accounts

Required Information

To set up a company account, you need the following information:

Company name	Parent Company name (if customer is a child company)
Company address	Company website address
Industry Type	Primary SIC code
UCCEAN Number, required if Customer is using the Trading Grid ASN service	DUNS number
Company number, if applicable	Global Location number, if applicable
Business contact name, address, email, phone, FAX	Technical contact name, address, email, phone, FAX, if different from Business contact

To create a company account

1	Click the Community Manager tab.

2	Click Company Management.

The Company List page opens.

The list displays the companies already defined and set up in your community, up to 1,000 of the most recent companies that were set up in Community Manager. The page displays:

Date created.

The person who set up the company.

Date last updated.

The person who updated the company information.

At the bottom of the list, the icons are explained, as follows.

If you are a Reseller, the (Reseller) icon precedes your Company Name, for example the Training and Docs company.

3	Above the listing, on the right, from the Create drop-down list, select one of the following:

If you are a Reseller, select Reseller's Customer.

If you are setting up a Reseller select Reseller.

Otherwise, select GXS Customer.

4	Click OK (next to the Create drop-down list).

The Step 1: Identify Company page opens.

5	Enter the data for the company you are creating.

Note: If you previously created the parent company, and this was a child company, click the Yes, identify parent company below check box and search for, or enter, the name of the parent company.

6	Click Next Step.

The Step 2: Company Profile page opens.

7	Enter data about the company.

Important: If this is a parent company, for Hierarchy Access, select the Allow to create child company(s) check box.

8	Click Next Step.

The Step 3: Review page opens.

9	Check that the information you entered is accurate. To make any changes, click Previous Step and go back to the applicable step and make your changes. Then, click Next Step to return to this page.

10	Click Create.

11	On the confirmation page, click the Return to the company list link.

The new company, preceded by the (Reseller's customer) icon, displays in the Company List.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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