Siebel Consumer Sector Guide > Product Distribution > End-User Procedures for Product Distribution >

Creating Buying Groups

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

To create buying groups, you must complete these tasks. The first three tasks must be completed in the order shown:

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.

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 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 form and the Accounts list appear.

3. From the Buying Groups 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 accounts 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 in the Product Distribution Supplier Administration view 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 wish to add, and click OK.
7. Repeat Step 4 through Step 6 for each product you want to add.