The company profile allows you to present your company on the ITscope platform.
Depending on the reseller, distributor or manufacturer there are minor differences.
Reseller
Profile
The profile tab provides a general overview for the company. A short and descriptive text can be added to the ‘Brief description’ section, giving visitors a first impression of your company.
The blue area at the top of the page, the company header (1), immediately catches the eye. This area contains all important information and details about the company, such as company name, address, telephone, fax, email and website.
The company logo (2) is the first step to participate in the ITscope community. This logo is also used for the datasheet and the presentation mode.
The logo can be added or changed by navigating over it with the mouse pointer and then selecting the appropriate option.
The logo must be uploaded in .jpg or .png file format and should be in RGB colour mode. ITscope will automatically scale the logo, so that it can be displayed in different areas of the platform.
On the right side of the overview tab there is an avatar list (3) of all employees. By clicking on the ‘Invite’ button, a dialogue box appears in which colleagues with the same email domain can be invited to the ITscope platform.
Almost any web content can be used for the detailed company profile, these can be copied into the editing field. Alternatively, texts and images can be entered manually using the integrated HTML editor.
You can also enter key company figures (4) such as annual turnover, number of employees and business areas.
Employees
This tab shows a list of employees for the respective company. The list can be grouped into ‘Department’ or ‘Team’. The ‘Team’ grouping can be edited in the ‘Manage teams’ section (1).
Selecting the ‘Invite’ button (2) will display a dialogue box, where colleagues with the same email domain can be invited to the ITscope platform.
Colleagues are grouped according to departments. If you have a larger number of employees, it may make sense to close all departments first when searching for an employee. This is done by clicking the ‘Collapse all’ button (3). You can then expand the individual departments again and, for example, view all sales employees.
Addresses
In this section, ONLY administrators can create or edit one or more addresses. One of these must be marked as the main address (1). The default main, billing and delivery address is clearly marked with a blue label block.
Additional addresses can be added, for example if the company has different office branches. These addresses can then be used in the ordering process or for quotes. A differentiation of the branches can be ensured by using different client numbers.
My suppliers
In the ‘My suppliers’ section, you are able to see and manage your partners. Employees, addresses, activities and the tagging area can be managed here for partners.
Settings
In this tab it is possible to store mandatory data for business emails (1). This is displayed at the end of every email you send from the ITscope platform (e.g. for quotes).
Furthermore, it is possible to see all companies that are visible for your company.
My account
In this tab, you can configure the eServices for the respective distributor. The distributor must be part of your company network for this (see ‘My account configuration’).
Distributor/Manufacturer
Profile
Almost any web content can be used for the detailed company profile (1), these can be copied into the editing field. Alternatively, texts and images can be entered manually using the integrated HTML editor.
You can also enter key company figures (2) such as annual turnover, number of employees and business areas.
Employees
This tab shows a list of employees for the respective company. Selecting the ‘Invite’ button (1) will display a dialogue box, where colleagues with the same email domain can be invited to the ITscope platform.
The list is grouped according to department. If you have a larger number of employees, it may make sense to close all departments first when searching for an employee. This is done by clicking the ‘Collapse all’ button (2). You can then expand the individual departments again and, for example, view all sales employees.
Deactivated employees are not listed by default. Clicking ‘Show all’ (3) will show deactivated employees. The status (4) of the employee is listed on the right, i.e. whether they are activated or deactivated.
The ‘Manage teams‘ button (5) can be used to create and remove teams. You can assign an email distribution list to the respective teams and also add a description.
Addresses
This section can be used to add or edit one or multiple addresses. One of these addresses is to be marked as the primary address (1), which is subsequently displayed in the company header at the top of the page.
Additional addresses can be added (2), for example if the company has different office branches. These addresses can then be used in the ordering process or for quotes.
The saved addresses enable you to see at a glance which address is used as the standard main, billing and delivery address. For each additional address, you have the option of using this as the standard billing or delivery address. A differentiation of branches can be ensured via the client number.
My suppliers
In the ‘My suppliers‘ section you can view all distributors and manufacturers that are in your network. This gives you an overview of all your partners.
Settings
In this tab it is possible to store mandatory data for business emails (1). This is displayed at the end of every email you send from the ITscope platform (e.g. for quotes).
Furthermore, the visibility (2) of your company is displayed.
Order approval
In the ‘Order limit’ tab, you can activate order limits (1) for your employees. Here you can define whether a staff member is allowed to order via ITscope or not, as well as the order limit for the respective staff member.
The general limit (2) applies to all employees with the right to order.
It is also possible to set an individual limit, or remove the limit completely, for certain employees via the order limit (3).
Find out more here: Company-internal order limits
My order conditions
Under this tab you can configure the order conditions for the respective supplier. If the supplier has already stored data, it is visible there. However, you can also store your own order conditions and thus overwrite those of the supplier.
eServices
My account
In this tab, you can configure the eServices for the respective distributor. The distributor must be part of your company network for this (see ‘My account configuration’).
own eServices
In this tab, distributors can test their own eServices, as well as configuring the eServices for themselves (see ‘My account configuration’).
eService Admin
Here, distributors can configure any eServices they provide to other platform participants. In this section, users with the appropriate rights (eService administrators) can change the settings regarding listings, individual price lists, real-time interfaces and the ordering function. These settings are valid for all partners on the ITscope platform.
See the article on eService admin configuration for more details.