Sage Surfaces TSM Training

Navigating “Company” Module

• There are Four(4) Different Company Types to choose from in the Company Module. • CFI • Dealer • DISTR • MFR • To search for one of them, you must select what company type you need, and then search with the information you have. • Name • Store Number • State • City • There are different requirements needed when adding company users for each Company Type.

CFI: Fabricator Name First & Last Name Email Notifications Needed

DEALER: Store Number First & Last Name Email Employee ID Number

DISTR: Distributor Location First & Last Name Email Notifications Needed

MFR: Manufacturer Name First & Last Name Email Notifications Needed

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