A customer can have multiple relationships. For example, customers who receive goods
ordered by a primary customer can be the customer's Delivery Recipient. And customers who pay the
invoice can be the primary customer's Payer. But only one customer can be the primary customer's
main customer. For example, a primary customer can have multiple wholesalers, but only one
wholesaler can be the main wholesaler. All relationships have validity periods.
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
|
A specific role can be a prerequisite for an assignment of customers through relationships.
For example, only customers with the Payer role can be assigned to a customer through the Payer
relationship.
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From the App Launcher, find and select Customers.
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Select a customer.
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In the Customer Relationships related list, click New.
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Select a related customer.
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Select a relationship type:
- Bill To
- Delivery Recipient
- Payee
- Payer
- Wholesaler
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Select the relationship as the primary relationship, if necessary.
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Enter the validity period for the relationship, and then save your changes.
