Create a dealer

As an OEM, create a dealer role.

Before you begin

Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin)

Procedure

1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > MCO Setup > Dealer.
2. Select New.
3. On the form, fill in the fields.

   Table 1. Dealer form

   Fields	Description
   Number	Automatically generated number of the dealer. Note: By default, dealer numbers start with the prefix DLR.
   Service Organization	Service organization that includes internal business locations or channel partners.
   Business functions	Business functions of the dealer: Sales Sales and service Service only

• Create an internal business location
  Create an internal business location to enable users and consumers to create accounts, contacts, consumers, and households.
• Create a channel partner
  Create a channel partner to streamline and help manage the sales process of a product or a service for an enterprise.
• Adding and associating company records
  Create a company record and associate it to an internal business location and channel partner.
• Adding staff members
  Add users as staff members to a internal business location or channel partner so that they can support accounts, contacts, consumers, and households.
• Assign roles
  Assign roles to control access to features, capabilities, and data in the Manufacturing Commercial Operations Core application.

Related tasks

• Assign roles