Note: This information is for the Franchiser.
In the Franchiser company, Franchisee customers must be put into a Retail Customer Group. It is optional how many Retail Customer Groups are in use.
The Franchiser can put customers into Retail Customer Groups. This is done either from the Retail Customer Card or directly in Retail Customer Groups. The purpose of this is to link customers and items together for item distribution.
To put a customer into a Retail Customer Group
- Navigate to the Retail Customer List, and locate the customer, who is a Franchisee.
- In the General FastTab, go to the Retail Customer Group field and use the drop-down list to select the Retail Customer Group value for the selected customer.
- Continue this procedure for all customers who are Franchisees.
The setup in the Retail Item Card and the Retail Customer Card for the Franchiser must be completed. If not, the Franchise processes will not recognize the items to be sent, for example with the Item Master.
The setup makes it possible to define which items of all the Franchiser’s items are included as item master sent to the Franchisee. This setup also makes it possible to send a different item master to the Franchiser’s Franchisees.
Franchise items for the Retail customer or Franchisee
Note: Franchise items for customer or Franchisee are set up at the Franchiser’s.
You can view the list of items that are linked to a customer or Franchisee:
- Navigate to the Retail Customer Card.
- Locate the customer or Franchisee.
- Click the Related action, then click POS - Franchise Items.