Corporates

This section of the Customer Portal is where you can create Corporate accounts before creating your own offers.

Corporates are defined as billing entities for merchants in the Olive platform. The first step in creating an offer in the Olive platform is to create a Corporate that the offer will be associated with.

A Corporate is typically a merchant, but it can also be an agency or your own organization if you intend to cover any costs associated with an offer and handle billing merchants outside of the Olive platform. 

In This Article

1. Create a Corporate
2. View and Edit Corporate Details

Create a Corporate

1. Click Corporates in the left navigation menu (under "Your Merchants")
2. Click Add Corporate
3. Input the merchant or corporate entity's billing information
   1. Name
   2. Address
   3. Email
   4. Phone Number
   5. Website
   6. Currency
4. Set the Supplier Type to "Client Managed"
5. Click Create

View and Edit Corporate Details

From the Corporates page, you can select any Corporate to view and edit its details or settings. 

Details

Update any address or contact details as needed and click Save to save your changes.

Offers

Click Go to Offers to quickly navigate to a list of all offers associated with the Corporate.

Account

Click Go to Account to navigate to the Account Details page. On this page, you can review the merchant’s balance and historical statements.

Invoices

On this tab, you can generate an invoice to send to the merchant. Click on the month (above the Generate Invoice button) to navigate to any prior months and generate invoices for them. 

Payment Methods

If applicable, you can navigate here to add a payment method on file for the merchant. 

Settings

In the Settings tab, you can set a default marketing fee type for offers associated with the merchant. You can also enable offer auto redemption.

If auto redemption is disabled, all offer redemptions will need to be manually approved in the Customer Portal.

If auto redemption is enabled, all redemptions will be automatically approved after the number of days configured here.