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Add Customer Extensions

To display customers on mobile devices, add the Account Extension data record to a customer. Each extension can have multiple roles.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create customer conditions:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User

  1. From the App Launcher, find and select Customer.
  2. Select a customer.
  3. In the Customer Extensions related list, click New.
  4. Provide these details:
    Field Description
    Identification
    Customer Name of a customer.
    External ID Description of the segmentation rule definition.
    State

    The status of the account. The options are:

    • Active
    • Prepared for Deletion
    Account Classification
    Priority

    Classification of a company based on the priority level. The options are:

    • A-Priority
    • B-Priority
    • C-Priority
    Class of Trade Classification of a trade with which business is conducted. For example, a drug store, hypermarket, restaurant, grocery store, or kiosk.
    Company Type

    Type of customer. The options are:

    • Retailer: Large retail chain involved in selling goods
    • Independent: Smaller traders, such as kiosks and departmental stores
    • On-Trade: Businesses with hotels, bars, and restaurants
    • Customer: A wholesaler or a distributor
    • Third party: Third-party individuals, such as wholesalers and suppliers
    Org level Org level classification of a customer. The options are Customer Level 1, 2, 3, 4, 5, 6, and 7.
    Account Status
    Phase

    Systems where records of an account are stored. The options are:

    • Priority ERP
    • Priority CRM
    • Only CRM
    Sales Relevant

    Relevance of an account for sales activities. The options are:

    • Yes
    • No
    Complex Pricing Configuration
    Pricing Type

    Type of pricing. The options are:

    • Standard
    • Standard incl. Sales Tax
    • Sample/Donation
    Promotion Role
    Promotion Valid From Start date of a promotion's validity.
    Promotion Valid Thru End date of a promotion's validity.
    Account Plan Type

    Enables account planning for a customer. The options are:

    • None
    • Plan
    Customer Role
    Customer ID Unique identification code of a customer.
    Customer Role Number Role number of a customer.
    Customer Role Price Type

    Price type of a customer role. The options are:

    • None
    • Factory
    • Consumer
    • Not Relevant
    Customer Role Price List Type

    Price list type of a customer role. The options are:

    • None
    • Wholesaler
    • Direct Customer
    • Not Relevant
    Customer Role Valid From Date from which a customer role is valid.
    Customer Role Valid Thru Date until which a customer role is valid.
    Bill to Role
    Bill to Role Valid From Date from which the bill to role is valid.
    Bill to Role Valid Thru Date until which the bill to role is valid.
    Delivery Role
    Delivery Role Modify Preset Quantity

    Indicates whether quantity modifications are allowed for delivery documents. The options are:

    • No
    • Yes
    • Only Decrease
    • Only Increase
    Delivery Role Valid From Date from which the delivery role is valid.
    Delivery Role Valid Thru Date until which the delivery role is valid.
    Broker Role
    Broker Role Valid From Date from which the broker role is valid.
    Broker Role Valid Thru Date until which the broker role is valid.
    Store Role
    Store Role Valid From Date from which the store role is valid.
    Store Role Valid Thru Date until which the store role is valid.
    Consider Module

    Indicates whether an account is considered for listing modules.

    Select the field when you further filter products that are considered for prepopulation in the order items screen based on listing module and listing classification.
    Order Role
    Order Role Orderer Type

    Type of business partner ordering a product. The options are:

    • Direct
    • Indirect
    • Backend Replenishment
    Order Role Order Template Blocked

    Process of temporarily blocking an order template to restrict a customer from ordering specific products. The options are:

    • Yes
    • No
    • Warning
    Order Role Valid From Date from which an order role is valid.
    Order Role Valid Thru Date until which an order role is valid.
    Payer Role
    Payer Role Credit Rating Credit rating of a customer.
    Payer Role Credit Block Indicates whether a customer role is blocked.
    Payer Role Overall Credit Limit Overall credit limit of a customer.
    Document Transaction Type

    Mode to handle orders. Specifies payment type and defines detailed behavior of a delivery document. The options are:

    • Cash Invoice
    • Credit Invoice
    • Valuated Delivery Note
    • Non-Valuated Delivery Note
    Payer Role Valid From Date from which a payer role is valid.
    Payer Role Valid Thru Date until which a payer role is valid.
    Fund Role
    Fund Role Valid From Date from which a fund role is valid.
    Fund Role Valid Thru Date until which a fund role is valid.
    Miscellaneous
    Match Code Match code of a business partner.
    Date Closure Date on which a company closed.
    Tax Jurisdiction Code Code to make tax payments.
    Week Day Share Profile Profile that shows the distribution volume for a week.
    Budget Management Details
    Fixed Overdraw % Fixed overdraw allowance percentage.
    RBF Overdraw % RBF-based overdraw allowance percentage.
    Customer KPIs
    Distribution Issue Indicates any distribution issues in the last relevant visit.
    OoS Issue Indicates any out-of-stock issues in the last relevant visit.
  5. Save your changes.