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Organization Account, their Contact, Address, and their related records setup

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You need to create one Organization account in the system, for that Organization account; you need to set up the Channel, Distribution Channels, Sites (Warehouse), and employee record for the logged-in user.

Also, you need to create the Profiling records for the created Organization to assign them to the customer accounts and the employee records.

a) Organization Account and their Contact, Address – Organization Accounts represent a company, it can contain many channels and Its distribution Channels, each distribution channels can have their own site or Warehouse.

Organization Account: – Is a legal business entity responsible for all transactions such as sales and purchases etc.

  • Navigate to the Accounts object from the app launcher and click on the ‘New’ button.

Enter your company name on the Account Name field, select the Account type as ‘Organization’, make the account Active, select the Currency from the Account Currency field, enter other information, and click  Save.

After clicking on the Save button the Organization account will be created.

Addresses and Contacts:

  • Open the created Organization Account, go the related list and create the Address and the contact by clicking on the New button.

Note: – The users can create different Billing Address and Shipping Address for an Organization. Use checkbox ‘Is Billing Address’ to enable it as Billing Address and use checkbox ‘Is Shipping Address’ to enable it as Shipping address.

b) Channel: – Channels refers to the mode of business (like Retail sales, Online Sales & 3rd part distributers)

  • Find the ‘Channel’ tab from the App Launcher.
  • Click on the New button.
  • Enter the Channel Name, the Organization account and Currency will be selected by default; Active field should be checked, enter other information, and click on the Save button to create the Channel record.

C) Distribution Channel: – Is a group that consist of multiple Distribution Center.

  • Go to related list of the created Channel and find the Distribution Channel object (related list).
  • Click on the New button.
  • Enter the Distribution Channel Name, Channel will be selected by default, select/create a new ‘Site’ (refer the Site creation process below), select/create Contact. Active and Return Handling checkbox should be checked. Check Primary checkbox if the DC is primary DC, select the priority(any) and click on Save button to create a new Distribution Channel record.

d) Site: – Site is a physical building.

  • Find the Site tab from the App Launcher.
    • Click on the ‘New’ button.
    • Enter the Warehouse Name, select/create the Primary Contact and Address, Organization (select the created Organization Account), Active checkbox should be checked, Type should be ‘Warehouse’, enter a text under barcode field and click on the Save button to create the Site/Warehouse record.

In the same way, create the Order Profile and the Employee Profile records by selecting the Order and Employee record types.

f) Employee: – One Employee record should be there for each logged in user.

  • Find the Employee tab from the App Launcher.
    • Click on the ‘New’ button.
    • Enter the Employee Name, select the created Channel, select the Organization (select the created Organization Account), the Active checkbox should be checked, select the Employee User (logged in user record), select the Employee Profile (created employee profile), fill other information if required and click on the Save button to create the employee record

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