Objective
This manual explains how to create a **Chain** and assign customers to that group, either **individually** or **in bulk**.
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1. Create a New Customer for the Chain
1. Create a new customer using the name you want to assign to the group.
2. For this example, we will create:
**GM OC: Chain**
3. Save the new customer.
> **Important:** Once the customer is created, the system will assign an **Account ID**. This number will be required later when performing bulk assignments.
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2. Assign a Customer Individually to the Chain
To add customers one at a time:
1. Open any customer you want to add to the group.
2. Locate the **Parent Company** field.
3. Search for and select:
**GM OC: Chain**
4. Save the changes.
The customer will now be assigned to the **Chain** and become part of the group.
This method is recommended when you only need to add **a small number of customers individually**.
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3. Bulk Assignment of Customers to the Chain
If you need to add a larger number of customers, you can complete the process in bulk.
Step 1: Create the Chain
Before starting, make sure you have created the customer that will be used as the Chain, for example:
**GM OC: Chain**
You will also need the **Account ID** assigned to this customer by the system.
Step 2: Access the Import Option
1. Go to the **Customer** tab.
2. Select **Customer Menu**.
3. Select **Customer**.
4. Locate and select:
**Import Other Account Data**
Step 3: Select Parent
Inside **Import Other Account Data**:
1. From the **dropdown list**, select **Parent**.
2. The system will display the columns that need to be completed.
The main columns are:
| Column | Information to Enter |
| -------------- | -------------------------------------------------------- |
| **Account ID** | Account ID of each customer you want to add to the Chain |
| **Parent** | Account ID of the customer created as the Chain |
For example, if you created **GM OC: Chain**, enter its **Account ID** in the **Parent** column for all customers you want to assign to that group.
Step 4: Prepare the Information in Excel
To make the process easier, you can prepare the information in Excel beforehand.
For example:
| Account ID | Parent |
| ---------- | ------ |
| 1001 | 5000 |
| 1002 | 5000 |
| 1003 | 5000 |
In this example, **5000** represents the Account ID for **GM OC: Chain**.
Once the information is prepared, you can copy and paste both columns directly into the corresponding fields in the system.
Step 5: Verify the Information
After entering all the information:
1. Select **Verify Codes**.
2. Review the validation results.
3. If the information is correct, the system will display **OK** in the third column.
Step 6: Save the Changes
If all records show **OK**:
1. Review the information one final time.
2. Select **Save**.
3. The customers will be assigned to the selected Chain.
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Process Summary
**Individual Assignment:**
**Customer → Customer → Parent Company → Select Chain → Save**
**Bulk Assignment:**
**Customer → Customer Menu → Customer → Import Other Account Data → Parent → Enter Account ID and Parent → Verify Codes → Save**
### Recommendation
For a small number of customers, the individual method can be used. For a larger number of customers, we recommend preparing the **Account IDs** in Excel and using the bulk import option to save time and reduce the possibility of errors.
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