Documentation
Feedback
Guides

How to configure tradeName to use in the organization search field

Learn how to configure the tradeName field as filterable in Master Data to enable searching and filtering organizations by trade name in the VTEX Admin.

The tradeName field is used to identify buyer and supplier companies on the platform. When configured as Filterable, the field allows users to filter data and search for companies based on their trade name. The tradeName is displayed as one of the identification attributes on the Organizations page in the VTEX Admin, enabling its use in record search and filtering.

To configure the tradeName field, follow the steps below:

  1. In VTEX Admin, go to Store Settings > Storefront > Master Data.

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata1.png

  1. After logging in, click Advanced settings as shown in the image below.

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata2.png

  1. In the Settings column, click on Data structure.

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata3.png

  1. Click Data Entities, find the CL row, and click the Edit button as shown in the image below.

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata4a.png

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata4b.png

  1. Find the tradeName field and click Is filterable.

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata5.png

  1. Click Save.

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata6.png

  1. Click the Publish button to apply the changes

An error occurred while loading the image https://raw.githubusercontent.com/vtexdocs/dev-portal-content/main/docs/guides/B2B-Suite/settings/masterdata7.png

Contributors
1
Photo of the contributor
Was this helpful?
Yes
No
Suggest Edits (GitHub)
Contributors
1
Photo of the contributor
Was this helpful?
Suggest edits (GitHub)
On this page