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, then the Accounts List view.
2. Create a new buying group account record, or select an existing account record.

   For information about 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 you can add member accounts to this buying group.

Use the following procedure to associate member accounts with a buying group.

To associate member accounts with a buying group

1. Navigate to the Groups screen, then the 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, create a new record.
5. In the Add Accounts dialog box, select one or more account records that you want to designate as members of the buying group, and click OK.

Use the following procedure to associate products with a buying group.

To associate products with a buying group

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

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

3. In the Products list, create a new record.
4. Click the select button in the Product field.
5. In the Pick Product dialog box, select the product that you want to add, and click OK.
6. Repeat Step 3 through Step 5 for each product that you want to add.