Creating B2B Companies, Adding Users and Applying Rules

Once you have created your pricing rules you are now ready to set up your B2B companies

Once you have created your pricing rules (see link below) you are now ready to set up your B2B companies / Tiers.

I will be using the phrase company, but you can also use this to create pricing tiers (only if you are not giving credit to any of your B2B clients/companies).

https://support.travelgenix.io/hc/en-gb/articles/4403196885905-Pricing-Rules

1. Go to the CRM from the left-hand menu on Travelify.

2. Once in the CRM you will see two options

3. Select

4. Complete the company information and then press save.

5. You will now see 5 options

1. View the company
2. Edit the company
3. Add a member to the company
4. Credit Limits
5. Delete



 6. The first thing you want to do is add a user/member to the company (option3) - When clicking on it you will all of the users you have already added to that company 

To add a new company member you need to ensure they have been added to the CRM first, this could either be the user signing up on the front of your site or by adding them manually in Travelify via the CRM link.

7. Once the person is in the CRM you can select them from the dropdown 

8. Select the person from the drop down and press the Add User button

You can of course come back and repeat the stap to add as many users to a company as you need, at any time.

9. Next you want to apply rules to the company. Go to the rules section, found on the left menu

10. You will now see all the rules you have previously created

11. Either select one of the rules or use the ADD button to create a new rule 

12. In the rule you will see a B2B Company section

13. Select the company you would like to add to this rule.

1. This can be applied to all companies
2. Or it can be applied to just the selected companies

14. You can add a single company to as many rules as you need.