Account management

Accounts are the backbone of Consumer Goods. They represent your customers, partners, and the wider distribution network you serve. Everything from visit planning and order capture to promotions and invoicing ties back to account data, so keeping accounts accurate and complete helps your teams work efficiently in the field and in the office.

This section explains how to set up and maintain accounts and the related records you use day to day: structure and hierarchy, custom attributes and images, audits and guide results from visits, invoices and payments, deliveries, premises, outlet assets, the customer-facing console, promotions on the calendar, and ad hoc requests-plus how claims fit into rebate and bill-back workflows.

Browse the topics below for step-by-step guidance on each area.

• Accounts - record types and what they are for
• Account hierarchy - parent and child relationships
• Account attributes - flexible data on each account
• Account images - visuals for the sales team
• Audits - visit-time stock and compliance snapshots
• Claims - promotion and reimbursement claims
• Customer console - overview and actions for a selected account
• Deliveries - planned runs and status
• Guide results - outcomes from visit guides
• Invoices - billing and what is owed
• Outlet assets - fixtures, equipment, and tracked items in store
• Payment methods - how the customer pays
• Payment transactions - payment history
• Premises - locations within a site
• Promotion calendar - promotions over time
• Requests - returns, disputes, and other inbound items