To reflect the hierarchical structure of the sales organization, you can add a sales entity at the root (top) level, or as a child of another sales entity.
Notes:
The Channel Partner level can only be added at the root level. You can view them from the Sales Channel Management form, but they cannot be added there. To add a channel partner select Applications > Customer Management > Special Customers > Channel Partner.
A parent's contact information can only be deleted after all of its children have been deleted first.
To add a sales entity:
To add at the root level, right-click in the sales entity list (left side of Sales Channel Management form) and select New.
OR
To add a child, select the parent entity, right-click and select New Child. The Main tab is displayed on the Add Sales Organization form.
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Note
From this point the procedure is the same whether you are adding a child or at the root level.
Enter the required information as described below.
Sales Code
Optional alphanumeric code which may be used in other areas of the system to identify the sales entity.
Sales Type
Note
Defaults to Person. The other choice is Organization. Channel Partner Sales Types must be created via Applications > Customer Management > Special Customer.
Notes:
When editing Channel Partner information, you cannot change the Sales Type.
If the Sales Type is Organization, the Last Name is displayed at the organization level in Customer Management unless a Company Name is entered.
Commission
Optional
Tax Number
Optional
Sales Channel Start/End Dates
Start date defaults to current date. End date lets you mark the sales channel as inactive (for example, when an agent has left the company and is no longer applicable).
Click the Contact tab. First and last name are required. Note: The Contact tab still has Start/End date fields. These fields do not have any functionality outside of saving these values in the Sales Entity table.
Click the Address tab, and enter street (use up to three fields if necessary), city, state, ZIP code, and Country.
Click the Phone tab, and enter up to four phone numbers. First select the Phone type (Fax, Home, Mobile, Pager, or Work), then enter the corresponding number.
Click the Email tab, and enter up to three E-mail addresses. First select the type (Home or Work), then enter the corresponding address.