Multiple companies and websites
Quick summary: Portal accounts can be shared across websites, while pricelists must be restricted to the correct website and company.
- In
Contacts , leave Company and Website empty on shared contacts so the contact is not restricted to one environment. - In
Pricelists , create separate retail and wholesale pricelists. - Restrict each pricelist to the correct website and company.
- Review pricelist selection rules for signed-in and public visitors.
- In
Websites , test sign-in, displayed prices, taxes, and checkout on every website.