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Set Up Trade Promotion Management
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            Create a Customer

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            1. Salesforce Help
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            3. Set up and Maintain Trade Promotion Management

            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.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a customer: CGCloud Business Admin
            1. From the App Launcher, find and select Accounts.
            2. Click New.
            3. Enter a name and customer number for the customer.
            4. Select a customer template.
            5. To make this customer a part of a hierarchy, select a parent customer.
            6. Select the operating hours for the customer.
            7. Enter the shipping and communication addresses.
            8. Save your changes.
            9. Allow a user to plan promotions for the customer.
              1. In the Customer Manager related list, click New.
              2. Select a user.
              3. Select the management type.
              4. Select the dates that define the validity period of the association.
              5. Select Active.
              6. To make the user the main manager of the customer, select Main.
              7. Save your changes.
            10. Define the relationship of the customer with another customer. For example, if the other customer is the wholesaler for this customer, define the relationship in this step.
              1. In the Customer Relationship related list, click New.
              2. Select a related customer.
              3. Select the relationship type.
              4. To make this relation the primary relationship, select Primary Relationship.
                Within a specific period, only one relationship can be marked as the primary relationship.
              5. Select the dates that define the validity period of the relationship.
              6. Save your changes.
            11. Define the relationship of another customer with this customer. For example, if this customer is the wholesaler for another customer, define the relationship in this step.
              1. In the Related Customer’s Relationship related list, click New.
              2. Select a customer.
              3. Select the relationship type.
              4. To make this relation the primary relationship, select Primary Relationship.
                Within a specific period, only one relationship can be marked as the primary relationship.
              5. Select the dates that define the validity period of the relationship.
              6. Save your changes.
            12. Define the roles for the customer.
              1. In the Customer Extensions related list, click New.
              2. Select a state of the extension.
              3. Select the priority level of the customer.
              4. Select the company type and the trade type.
              5. Select the customer level that determines its placement in the hierarchy.
              6. Select a pricing type.
              7. Enter the start and end dates for the roles that you want to assign to the customer.
              8. Select a weekday share profile.
              9. In the Budget Management Details section, enter the overdraw allowance percentage for fixed and rate-based funds.
              10. Save your changes.
             
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