--- schema_version: "1" id: 92ceef2cc556e2871d7b20625d525b12be5b9fa3dbecff6d642371af89720a29 title: Add Customer Extensions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_customer_extensions.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_extensions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4ae27d34958900ff14904b7f2b3012761d8d6247251728c6ff23fb6b285bb083 description: To display customers on mobile devices, add the Account Extension data record to a customer. Each extension can have multiple roles. products: - Consumer Goods release: "264" --- # 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.