Setting Up Parent/Child Manufacturers

Users can establish parent/child relationships to enable common reporting, order processing, and data integration among manufacturer entries. This article will explain the setup required for parent and child manufacturers.

Requirements:

• User must have Update access to Manufacturers.

Parent Company Setup

1. On the General tab of the parent manufacturer entry, select Parent (shown) or Parent from the Active drop-down list.

• Parent (shown)- the parent manufacturer can be used in transactions.
• Parent- the parent manufacturer cannot be used in transactions and is used for reporting purposes only.

2. Click Save and close.

Child Company Setup

1. On the General tab of the child manufacturer entry, select the parent manufacturer from the Parent Company drop-down list.

2. To process the child and parent brand in a single order, check Merge Brands. Otherwise, orders for the child and parent brand will be processed separately.

3. Select Active from the Active drop-down list.

4. Click Save and close.