Add information about relationships for your related customer. For example, if you've a
payer, add information about the other accounts that your payer is related to.
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
|
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From 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.
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Enter the validity period for the relationship, and then save your changes.
