Transfer Orders

For Transfer orders, load wholesaler accounts where the Record Type = Wholesaler_vod. Affiliate the wholesaler accounts to their corresponding pharmacy accounts via the Sphere of Affiliation.

  1. Click My Accounts.
  2. Click New.
  3. Select Wholesaler from the Record Type of new record drop-down list.
  4. Enter a Name and Address.
  5. Click Save.
  6. Scroll to Affiliations.
  7. Click New Affiliations.
  8. Select an Account or Contact.
  9. Select the Influence from the drop-down list.
  10. Select a Role.
  11. Click Save.

Customers are able to add Wholesalers through the Account Partner object. The Account Partner object will enable the user to select multiple wholesalers without using the Sphere of Influence.

Required Data Loading and Configuration

When creating new Product records, create records of product type Order for products being ordered in the Product Catalog (Product_vod object). SeeLinking Price Books to Account PartnersPricing Guide Overview for details.

Ensure the products for every user placing orders are selected in the user’s My Setup tab.

In the Pricing_Rule_vod object, ensure only products with a current valid (order date between start and end date of rule) pricing rule of type List_Price_vod display during Order Line entry and can be ordered. For all additional pricing rule types, seePricing Guide Overview.

If utilizing the Wholesaler functionality, load Wholesalers (Account Record Type = Wholesaler_vod) into the Account object.

Using the Account Partner object, customers can associate an account with multiple other accounts with the ability to define each relationship by its own record type. For example, Sarah Jones wants to associate a pharmacy with a wholesaler account. She selects the Account Partner tab, configure the Account Partner Record Type, for example Wholesaler, and then associates the specific Account with the Account Partner Name.

See Linking Price Books to Wholesalers for more information.