Use the Customer module to centrally create and monitor customer data, such as address,
communication channels, contact partners, store opening hours, and point of sale, and avoid
redundancy. For example, update all address data records of a customer by updating the address
only one time in the Customer module. Or, add customer-specific conditions to a customer by
using condition templates. Use store classification attributes and customers' trade org
hierarchy for business processes such as strategic visit planning.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
Customer data is fetched from legacy systems and include:
- Generic customer information, such as address, customer type, and customer category
- Customer hierarchy or trade organization hierarchy
- Customer roles and relationships that control various business processes
The customer types are:
- Trade organizations
- Stores
- Wholesalers
- Prospect clients
The customer categories are:
- Sold-to
- Ship-to
- Pay-to
- Bill-to
Use the Consumer Goods Cloud app to:
- Edit contact partner, opening times, and geo coordinates
- Maintain attachments
- Create customers or prospect clients
