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The chapter of Siebel Partner Relationship Management Administration Guide about adding partners describes the process of adding new partners. There are three major differences when you add new dealers:
In Siebel Dealer, it is generally recommended that you or the partner company create an organization representing each of the dealer's stores. For example, if the dealer has 500 showrooms, you generally should create 500 organizations, one representing each showroom.
By creating a separate organization for each store, you limit visibility so that each store can only see its own data and not the data from other stores. This allows dealers to use the added features that Siebel Dealer provides to manage their own retail operations, without dealers in other stores being able to see the data they enter.
It is generally best to use delegated administration to allow dealers to maintain their own employees and stores. After you have finished adding a new dealer company, when you contact the delegated administrator, you can tell the delegated administrator to create a suborganization for each store and to associate the employees of each store (including the store's delegated administrator) with the proper suborganization.
If your business model requires you to protect the data in each store from being viewed by other stores, you should create a separate organization for each store. If your business model does not require this, you do not have to create a separate organization for each store.
In Siebel PRM, companies typically apply to become partners by registering at Siebel Partner Portal. When they register, they enter information that is stored in a Prospective Partner record. When the brand owner approves them, the Prospective Partner record is converted to a Partner record.
For this reason, also, the process of adding new dealers in Siebel Dealer is different from the process of adding new partners in Siebel PRM. In the setup chapter of Siebel Partner Relationship Management Administration Guide, the enrollment process begins with the following two steps:
After the first two steps, the rest of the process of adding a new partner or dealer is similar to Siebel PRM, except that roles are not used, and the Dealer Administration screen is used instead of the Partner Administration screen.
For information about adding a new Dealer record directly, see the section about other ways of adding partner records, at the end of the setup chapter of Siebel Partner Relationship Management Administration Guide. To add a dealer, use the Dealer Administration screen rather than the Partner Administration screen described in Siebel Partner Relationship Management Administration Guide. The word Dealer is also substituted for the word Partner in most field names described in Siebel Partner Relationship Management Administration Guide.
|Siebel Dealer Administration Guide|