Rise Storage

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  • Updated 4 years ago
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I have a client with a couple Sub companies that wants to use Storage. When they add it to their cart from the admin account, it only shows 1 item in the cart.

Do they just need to change the quantity to as many sub companies as they have and it will 'trickle down', or do they need to do this from each sub company page individually?

Would also be nice to have an option to purchase storage from the Storage tab rather than having to add a placeholder then add an item then select it. They had to call me to figure out how to get there.
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KrayMitchell

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Posted 4 years ago

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Robb, Official Rep

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Kray,

They would have to do this for each Sub Company individually. So they would purchase it for their Company, switch to a Sub Company, and go through the whole process again.

At this time the only way to purchase Storage is via a Placeholder, but I can understand the confusion in purchasing it this way. This won't be the only way to purchase once the Store is ready, and we will be sure to announce when it is available.

Thanks!
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KrayMitchell

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Thanks Robb.
Will this show up as separate charges or be billed together?
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Robb, Official Rep

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Kray,

They will show as separate charges, as each is a unique subscription.
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KrayMitchell

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OK perfect. 
Will a monthly email invoice be sent out to the main 'admin' email on the accounts?
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Robb, Official Rep

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The invoices will go to the user who made the initial purchase, as we as any other users in the Bill To Company who have the Purchaser user role.
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KrayMitchell

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The person who's credit card the charges are going on is set as Admin and Purchaser on the Main account, but they are not Users on the sub companies. They said they cannot add themselves as a user on these sub companies as it says 'Duplicate User Name'

Since they are the Admin and Purchaser on the Main company will they get the invoices still?
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Robb, Official Rep

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Yes, since they are Purchasers in the Parent Company (the Bill To Company), and they are purchasing the product, they will get the invoice. The invoice will indicate the Parent as the Bill To Company, and the Sub Company as the Ship To Company.

I hope that helps!
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KrayMitchell

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Sure does. thanks Robb! Can you mark this as solved!
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Robb, Official Rep

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Glad I could help!
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Eric S.

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I have a user set to Purchaser, but when we paid for the storage option, they did not get an invoice, only I did...
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Robb, Official Rep

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Kray,

When you look at the email that you got, you did not see their address as one of the recipients? Also, to confirm, this user with the role of Purchaser was in the Purchasing Company, correct?
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Eric S.

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Robb,
They are not in the recipients list. It is a sub company, but they purchased their own Storage and the user is purchaser on that sub-company.
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Robb, Official Rep

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Hmm..I guess I am confused by what you're describing here.

If a user in Company A bought it for Company B (which I what I thought you were describing originally), regardless of the Purchasers in Company B, they will not get a record of the invoice. Only the purchasing user in Company A, and Purchasers in Company A will get a record of the invoice.

If the User making the purchase is in Company B, and they bought it for Company B, they and any users in Company B with the role of Purchaser should get a record of the invoice.

Can you clarify which Company the user who made the purchase belongs to?
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Eric S.

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The purchase was put through by my user, which is the main admin on the Parent account. As the sub company is actually another location and has their own billing and accounting, it's their card and details that are being used. I was asked to put it through so somebody didn't have to figure out the complicated way you have setup for making the storage purchase.

This is one of the most complicated and confusing purchases I have ever setup. Users and billing needs some work.
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Robb, Official Rep

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I understand now. 

The best option to have them get a copy of the invoice would have been for them to make the purchase with a user in their Company, or for their Purchaser to be set up in your Company, but the latter may not be realistic.

If we do make any changes to the purchasing process, we'll be sure to announce it in here, and I appreciate the feedback! 
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Jon Couch

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Robb, our sub-company is paying for the storage with their credit card but it appears that our main company will be shown on the invoice as well. The sub is a govt agency and they won't accept that invoice. Can the invoice be made out just to them?
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Robb, Official Rep

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Jon,

Unfortunately the invoices can't be modified after they have been created. Your best bet may be to cancel the subscription that is billing your parent Company, and if possible, create a user in the Sub Company, log into http://store.risevision.com, and have them make the purchase. This way the Bill To and Ship To Company's will both be theirs.

I hope that helps!
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Jon Couch

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I haven't yet purchased a subscription. Are you saying that a user in just the sub-company can purchase the subscription and only the sub would appear on the invoice? Is it possible to transfer the sub's presentations to a new main company as an alternative if we can't get a sub-company only invoice?
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Robb, Official Rep

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Sure you can transfer the Presentations. Since they are just HTML pages, open the Presentation Editor, click on the HTML Tab, copy all that HTML.

Go to the new main Company, create a Presentation, go to the HTML Tab, replace all the HTML in there with the HTML you copied, and voila, instant copy of a Presentation!