Curosa
Supplier Portal API Reference New

Settings

Your Account

Manage your supplier account information, including company details, contacts, product defaults, and account settings

Overview

The Your Account page (also called "Manage Supplier") allows you to view and update your supplier account information. This includes your company details, contact information, product default settings, and account management details. Keeping this information up to date ensures smooth operations and helps the platform provide you with better support.

Accessing Your Account Settings

To access your account settings:

  1. Navigate to Settings in the sidebar navigation
  2. Click on Your Account or Manage Supplier

The page displays your supplier account information organized into several sections that you can view and edit.

Page Overview

The Your Account page is divided into four main sections:

  1. Company Information - Your business details, address, and registration information
  2. Primary Contact Details - Key contacts assigned to your account for communications
  3. Product Defaults - Default discount settings that apply to new products
  4. Account Management - Your account number and account manager contact information (read-only)

Company Information

The Company Information section displays your business details and allows you to edit them. This information is used for invoicing, legal compliance, and account management purposes.

Viewing Company Information

The section displays:

  • Company Name: Your registered company name (required)
  • Trading Name: Your public/trading name (if different from company name)
  • Website: Your company website URL
  • VAT Number: Your VAT registration number
  • Company Registration Number: Your company registration number
  • Settlement Currency: The currency used for settlements (read-only, contact support to change)
  • Address Line 1: First line of your registered address
  • Address Line 2: Second line of your registered address (if applicable)
  • City: City of your registered address
  • State/Region: State or region of your registered address
  • Postal Code: Postal/ZIP code of your registered address
  • Country: Country of your registered address

Editing Company Information

To update your company information:

  1. Find the Company Information section on the Your Account page
  2. Click the Edit icon (pencil) in the top-right corner of the section
  3. A modal window will open with editable fields
  4. Update any of the following fields:

Company Details

  • Company Name (Required): Your registered company name. This field cannot be left empty.
  • Trading Name: Your public/trading name if it differs from your registered company name
  • Website: Your company website URL. Enter without the https:// prefix (e.g., example.com not https://example.com)
  • VAT Number: Your VAT registration number for tax purposes
  • Company Registration Number: Your official company registration number

Address Details

  • Address Line 1: First line of your registered business address
  • Address Line 2: Second line of your address (optional, for suite numbers, building names, etc.)
  • City: City name
  • State/Region: State, province, or region
  • Postal Code: Postal or ZIP code
  • Country: Select your country from the searchable dropdown (start typing to find your country)
  1. Click Save Company Information to save your changes

Important Notes:

  • Company Name is required and cannot be left empty
  • Website URLs should be entered without the https:// prefix. The system automatically adds the protocol when creating links.
  • The Settlement Currency cannot be changed through this page. Contact support or your account manager if you need to change it.
  • Ensure your address information is accurate and complete for legal and tax compliance purposes.

Primary Contact Details

The Primary Contact Details section allows you to assign key contacts from your team members list. These contacts will receive important account communications and notifications.

Viewing Contact Details

The section displays:

  • Primary Contact: The main contact person for your account who receives general account communications
  • Invoicing Contact: The contact person responsible for invoicing and payment-related matters

Editing Contact Details

To update your primary and invoicing contacts:

  1. Find the Primary Contact Details section on the Your Account page
  2. Click the Edit icon (pencil) in the top-right corner of the section
  3. A modal window will open with dropdown selectors
  4. Select contacts from the dropdown menus:
    • Primary Contact: Choose the main contact person for your account from your team members list
    • Invoicing Contact: Choose the contact person responsible for invoicing matters from your team members list
  5. Click Save Contact Information to save your changes

Important Notes:

  • You can only select from team members that have been added to your account. See the User Management guide to add team members.
  • You can leave these fields empty if no specific contacts are assigned, but it's recommended to assign contacts for better communication
  • The same contact can be assigned to both roles if needed
  • Changes take effect immediately
  • Ensure assigned contacts have active accounts and appropriate access levels

Product Defaults

The Product Defaults section allows you to set default discount percentages that automatically apply to new products. These defaults help streamline product setup by pre-filling discount fields, but you can override them for individual products when needed.

Viewing Product Defaults

The section displays:

  • Inbound Stock Discount: Default discount percentage for inbound stock orders
  • Factory Stock Discount: Default discount percentage for factory stock orders

Both values are displayed as percentages with helper text explaining their purpose.

Understanding Discount Types

  • Inbound Stock Discount: Applied when customers order products that are in transit to distribution centres (inbound shipments). This discount reflects the lower storage costs for stock that hasn't yet arrived at the distribution centre.
  • Factory Stock Discount: Applied when customers order products directly from factory stock (not yet shipped to distribution centres). This discount reflects the lowest storage costs and longest delivery times.

Editing Product Defaults

To update your product default discounts:

  1. Find the Product Defaults section on the Your Account page
  2. Click the Edit icon (pencil) in the top-right corner of the section
  3. A modal window will open with editable fields
  4. Enter or update the discount percentages:
    • Inbound Stock Discount: Percentage discount off the cost price when customers order against inbound stock (e.g., enter 10 for 10%)
    • Factory Stock Discount: Percentage discount off the cost price when customers order against factory stock (e.g., enter 15 for 15%)
  5. Click Save Product Defaults to save your changes

Important Notes:

  • These are default values that apply to new products you create. Existing products retain their current discount settings.
  • You can override these defaults for individual products when setting up product pricing on each product's page
  • Discounts are entered as numbers (e.g., enter 10 for 10% discount, not 0.10)
  • These defaults help streamline product setup by pre-filling discount fields, saving time when adding multiple products
  • Consider your pricing strategy when setting defaults—they should reflect your standard discount approach

Account Management

The Account Management section displays read-only information about your account. This information is managed by the platform administrators and cannot be edited through this page.

Viewing Account Information

The section displays:

  • Account Number: Your unique account number assigned by the platform. Use this number when contacting support or referencing your account.
  • Account Manager: Name of your assigned account manager who can help with account-related questions and support
  • Account Manager Email: Email address of your account manager for direct contact

Note: This information is managed by the platform administrators and cannot be edited through this page. Contact your account manager or support if you need to discuss account-related matters, request changes, or have questions about your account.

Best Practices

Keeping Information Up to Date

  • Regular Reviews: Review and update your company information regularly, especially after any business changes such as relocations, name changes, or registration updates
  • Accurate Address: Ensure your registered address is accurate and complete for legal and tax purposes. This address is used for official communications and compliance.
  • Contact Information: Keep your primary and invoicing contacts up to date as team members change roles or leave your organization
  • Website Updates: Keep your website URL current if your company website changes

Contact Management

  • Assign Contacts: Assign specific contacts for primary and invoicing roles to ensure the right people receive important communications and notifications
  • Contact Availability: Ensure assigned contacts have active accounts and appropriate access levels. If a contact leaves, update the assignment promptly.
  • Multiple Roles: The same person can be assigned to both primary and invoicing roles if appropriate for your organization
  • Active Accounts: Regularly verify that assigned contacts still have active accounts and can receive communications

Product Defaults

  • Strategic Pricing: Set default discounts that reflect your overall pricing strategy and business goals
  • Review Regularly: Review default discounts periodically (e.g., quarterly) to ensure they align with your current business objectives
  • Product-Level Overrides: Remember you can set different discounts for individual products if needed. Defaults are just a starting point.
  • Consider Market Conditions: Adjust defaults based on market conditions, inventory levels, and competitive positioning

Data Accuracy

  • Complete Information: Fill in all relevant fields to ensure smooth operations and compliance
  • Legal Compliance: Ensure VAT numbers and company registration numbers are accurate and up to date for tax and legal compliance
  • Website Format: Enter website URLs without the protocol (https://) prefix. The system automatically adds the protocol when creating links.
  • Verification: Periodically verify that all information is correct, especially before important business periods or tax reporting

Settlement Currency Cannot Be Changed

Issue: You need to change your settlement currency but the field is read-only.

Solution: The settlement currency cannot be changed through this page. Contact support or your account manager to request a currency change. They will need to process this change on your behalf.