Create a Customer Hierarchy

If your customer has multilevel buying groups or chains of retail outlets, create hierarchies that reflect the structure of these groups. Key account managers (KAMs) can plan promotions for the account that’s at the top of the hierarchy and can easily make the promotion available to all the other accounts in the hierarchy. KAMs can run promotions at an account level as well. Also, when you create a hierarchy, KAMs can view the account plans for individual accounts and also for the parent account that shows the aggregated values for all accounts in the hierarchy.

• Create Customer Templates
  A customer template is the blueprint to create customer records. A customer template has reference to a sales organization, and therefore contains the metadata that defines the specifics of a process for the sales organization.
• Create a Customer
  When you create a customer by using a customer template, they inherit the metadata of the sales organization associated that’s with the template.
• Assign a Parent to a Customer
  Generally, the customer hierarchy information is fetched from an ERP system, but you can manually define a parent customer for a customer. Alternatively, you can run a batch process to assign a parent to a customer. A customer hierarchy is valid for a period.