Siebel Consumer Goods Guide > Product Distribution >

Creating Buying Groups (End User)

A buying group account acts as a product distributor, or supplier, for its multiple member accounts.

To create buying groups, complete the following tasks.

  1. Create a buying group account, or designate an existing account as a buying group.
  2. Associate member accounts with the buying group account.
  3. Associate products with the buying group.
  4. (Optional) Associate specific buying group member accounts with specific buying group products.

This task is a step in Process of Managing Product Distribution.

To create a buying group

  1. Navigate to the Accounts screen > Accounts List view.
  2. Create a new buying group account record, or select an existing account record.

    For information on creating accounts, see Managing Accounts.

  3. Drill down on the Name field hyperlink and click the More Info view tab.
  4. In the More Info form, select the Buying Group check box.

    The Account Attribute Flag is now Buying Group, and member accounts can be added to this buying group.

To associate member accounts with a buying group

  1. Navigate to the Groups screen > Buying Group List view.
  2. From the visibility filter, select Buying Group Accounts.

    The Buying Groups Accounts form and the Accounts list appear.

  3. From the Buying Groups Accounts form, query to select the appropriate buying group record.

    The accounts that are already members of that buying group appear in the Accounts list.

  4. In the Accounts list, click New.
  5. From the Add Accounts dialog box, select the account or account records you want to designate as members of the buying group, and click OK.

To associate products with a buying group

  1. Navigate to the Accounts screen > Accounts List view.
  2. Select a buying group account record.
  3. Drill down on the Name field hyperlink, and click the Source of Supply view tab.

    The Products and Source of Supply lists for the account appear.

  4. In the Products list, click New.
  5. Click the Product select button.
  6. From the Pick Product dialog box, select the product you want to add, and click OK.
  7. Repeat Step 4 through Step 6 for each product you want to add.
Siebel Consumer Goods Guide