Parent Customer Hierarchy

Customer Hierarchy

Customers can be organized by assigning a parent record within the Customer account. This parent-child relationship can be used to:

• Arrange billing accounts in a hierarchy.
• Roll up transaction balances from child to parent accounts.
• View a parent account to show all transactions of child accounts.
• Apply payments and credits from a parent account to a child account.

Assign Parent Company

Steps:

1. Navigate to Menu > Customer Accounts. 
2. Open the desired Customer Account. 
3. Select the Parent Customer from the drop-down menu. 

4. Save when finished. 

Note: A Parent organization can share both Customers and Products to their child entities.