Parent Chains allow you to group your customers in a manner that facilitates efficient order duplication and reporting for members of the chain.
What you'll learn
- How to create a Parent Chain
- How to assign customers to a a Parent Chain
- How to duplicate orders to members of a Parent Chain
TABLE OF CONTENTS
- Creating a Parent Chain
- Assigning Customers to a Parent Chain
- Duplicating orders to other members of a Chain
- Running Reports for Parent Chains
This feature is found on the Parent Chains screen, found under Customers in the Navigation Menu.
Creating a Parent Chain
While on the Parent Chains screen, click the Add Parent Chains button to create a Chain.
Here you will fill out information relevant to your new Chain. Typically, this will contain the corporate information for your chain of customers.
Once you've filled out all required information, click Save to create the Chain.
Only Admin users within your company have the ability to create Parent Chains. All users (Salespeople included) have the ability to assign customers to Parent Chains.
Assigning Customers to a Parent Chain
To assign a Customer to a Parent Chain, navigate to the desired customer, and edit the Bill To information. Here you can select the relevant Parent Chain to assign it to:
Duplicating orders to other members of a Chain
See our in-depth guide on this feature HERE.
Running Reports for Parent Chains
For instances where you need sales information for a specific Chain, you may select the Parent Chain to quickly run reports for customers within the Chain.
After you've selected the type of report you'd like to run, use the Select Retailers filter to proceed:
In the resulting window, click the Parent Chain tab, select your desired Chain, and click Select Data to confirm selection:
From here, you can choose any sorting/grouping options desired, and run the report as you would any other report.