Use this option if you have multiple addresses for an Account, for example:
- An office for billing purposes, as well as a store for shipping purposes.
- Multiple branches with a parent account
The locations will be linked to the parent by its Account ID (ERP code). The address loaded for the parent Account will be the Billing Address for all the branches, while the address loaded for the branches will be their individual shipping addresses.
Note: When loading accounts to Pepperi without the multiple branches option, the address loaded for the account is the billing address, as well as the default shipping address for the account. The sales rep may edit the shipping address in-order (in the cart details), however the billing address will always be the address loaded with the account information.
Upload a typical Accounts Excel file as you normally would to upload all your accounts with an additional column called "Parent".
For accounts that are multiple locations or branches of another account put the Account ID (ERP code) of their parent account in the "Parent" column.
For example if an Account with ID 123 is the parent, with multiple locations with codes 444,555 and 666 the file will look like this:
|Parent||Account ID||Name||Address||City||etc. . . .|
|123||Parent Store||987 Smith Road||...||...|
|123||444||Location 2||1322 John Road||...||...|
|123||555||Location 3||1170 Merry Lane||...||...|
|123||666||Location 4||2054 Cedar Street||...||...|
On Pepperi Web Admin the multiple locations will be listed in the Account information. Go to Accounts, select an Account and go to Action -> Edit.
Scroll Down to the listing of all the locations for Accounts:
Click Edit to view the list of locations:
On Pepperi app on the tablet the multiple locations will be listed in the Account information, by tapping on "Locations":
If you have loaded multiple locations for an account, when placing an order for this account, the sales rep will select a location in the "More Order Details" section of the cart: