Companies
Listing companies in the setup, updating the company name, and linking a sales channel or integration/ERP source to the company.
The Companies screen is where you view and manage business records in the setup. Sales channels and ERP and import sources are linked to a company; from this screen, you can update the company name, link a sales channel or integration/ERP source to the company, and remove existing links. This screen is intended for the team managing the catalog and integration setup.
Accessing the screen
Follow the path PIM & Catalog › Setup › Companies from the left menu.
If you do not see it in the menu, your account does not have permission for this screen. If you do not see the Save, Link sales channel, Link integration/ERP buttons and the Remove link icon in the company details, your account has view-only permission.
Screen sections
- Header area: Screen name and brief description.
- Information note: The note "New companies cannot be opened from this screen...". New companies cannot be created from this screen; contact the platform team if needed.
- Toolbar: Search box, record count, and sort by name button.
- List: Table of companies. There is no pagination; all companies are listed at once.
Filtering and searching
| Field | Purpose | Tip |
|---|---|---|
| Search by name or id | Finds the company by its name or identity. | The list narrows instantly as you type. Typing part of the name is sufficient; when searching by identity, enter the full identity. |
| By name (sort button) | Sorts the list by company name A→Z or Z→A. | The direction changes with each press. The default sorting is A→Z. |
When there is no search, the toolbar shows the total record count ("Records: 5"); when searching, it shows the matching count ("Matching: 2 / 5"). The search text and sort direction are preserved in the page URL; when you share the link or return with the browser back button, the same view opens.
If no company matches the search, "No matching records" is displayed; change or clear the search text.
List
| Column | Meaning |
|---|---|
| Company name | The name of the company. Clicking opens the company detail with the Definition tab. |
| Customer code | The customer code of the company. Displays "—" if none. |
| Identity | The company's identity in the system. |
| Actions | Pencil icon (Edit) opens the company detail. |
Detail / edit page
Clicking the company name or pencil icon opens the company detail. The page title shows the company name, and if available, "Customer code: ..." appears below. The Companies back link returns to the list.
The page has three tabs. The selected tab is preserved in the page URL. The Sales channels and Integration / ERP tabs show the count of linked records next to their names.
Definition tab
| Field | Required | Description / rule |
|---|---|---|
| Company name | Yes | Up to 200 characters. If left empty, a warning "Name cannot be empty." appears below the field. If you lack write permission, the field is read-only. |
Changing the company name:
- Edit the Company name field in the Definition tab. When you make changes, a yellow Unsaved badge appears at the top right.
- Click the Save button at the top right.
- In the Save company? window, verify the new name and confirm with Save or return with Cancel.
Result: A "Company saved." notification appears and the page refreshes with updated information. Leading and trailing spaces in the name are trimmed upon saving. While saving, the button shows "Saving…". If saving is rejected, the confirmation window closes, a "Something went wrong" notification appears with the reason below; the entered name remains in the field.
The Save button is visible only in the Definition tab and to users with write permission. The button is disabled if the name is unchanged or empty. This operation only changes the name; other information like customer code is preserved.
If you try to leave the page without saving, a Changes not saved window appears. You can leave with Discard changes and leave or stay with Cancel. The browser's own warning also appears when closing the tab.
Sales channels and Integration / ERP tabs
Integrations linked to the company are divided into two tabs: the Sales channels tab lists the company's sales channels, and the Integration / ERP tab lists ERP and import sources. Both tabs have tables with the same columns:
| Column | Meaning |
|---|---|
| Integration | The integration's logo and name. Clicking opens the integration detail page. |
| Setup name | The name of the integration setup linked to the company. |
| Code | The integration's code. |
| Type | The integration type (gray badge). |
| Actions | Remove link (trash can) icon. Visible only to users with write permission. |
If there are no records in the tab, it shows "No sales channels linked to this company." or "No ERP or import sources linked to this company." accordingly.
Linking a sales channel or integration:
- In the relevant tab, click the Link sales channel or Link integration/ERP button above the table.
- Select the setup to link from the Integration parameter list. Options appear in the format "setup name · integration name · type"; if the integration name is the same as the setup name, it is shown once. As noted in the window description, only setups not yet linked to this company appear; also, only those matching the open tab's type are shown (Sales channels tab shows sales channels, Integration / ERP tab shows ERP and import sources).
- Click the Link button. The button is disabled without a selection.
Result: A "Integration linked to company." notification appears, the window closes, and the tab refreshes. If linking is rejected, a "Something went wrong" notification appears and the window remains open. If no setups remain to link, the window shows "No parameters left to link" and "All integration parameters of this type are already linked to the company."
Removing a link:
- Click the Remove link icon in the relevant row.
- Read the warning in the Remove integration link? window.
- Confirm with the red Remove link button or exit with Cancel.
Result: A "Integration link removed." notification appears and the tab refreshes. As stated in the window, this operation does not delete the integration definition, only removes its link to the company. You can relink the same setup with Link sales channel or Link integration/ERP if needed. If the operation is rejected, the window closes and the reason appears below the "Something went wrong" notification.
Integration detail page
Clicking the Integration name in the tabs opens the integration detail page. The page header shows the setup name, and below it says "... company's integration record." This page is read-only; the warning above the Definition tab also indicates this. The back link with the company name returns to the relevant company tab (Sales channels or Integration / ERP). For details on this page, see the Overview document.
- Definition tab: Shows Integration type (parameter), Integration, Code, Type, Usage (Sales channel or Integration / ERP source), Company, and if available, Description and Sale model.
- Configuration tab: The total number of fields is shown next to the tab name. Integration settings are listed in groups; each group header has a "Field: N" badge, with Field and Value columns below. Sensitive values like passwords, keys, and connection strings are masked and shown with a lock icon; the number of masked fields is indicated at the top of the tab. If the configuration cannot be parsed, "Configuration could not be read" is shown; raw text is not displayed for security. If no settings exist, it shows "Configuration could not be read for this channel."
Common situations
- I cannot add a new company. Companies cannot be created from this screen. Contact the platform team if a new company is needed.
- Save button is disabled. You may not have changed the company name or the name field is empty. The button appears only in the Definition tab.
- The channel I want to link is not in the list. The channel may already be linked to this company; check the table in the open tab. Sales channels and integration/ERP sources are shown in separate lists, so ensure you are in the correct tab.
- "PIM service not configured." warning appears. The product service providing data to the screen is not defined in this setup. Contact your system administrator.
- List or detail shows "Something went wrong." Data could not be loaded. Click the Retry button; if the problem persists, send the text in the Technical detail section to your system administrator.